Sage Instant Accounts training course stage 3. Learning Sage Instant Accounts with the Sage Experts.

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Sage training: Sage Instant Accounts Stage 3 classroom course description

Sage Instant Accounts Stage 3 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00). Book today to save with us.Sage Instant Accounts Stage 3

» Overview: Your final steps to mastering Sage Instant Accounts.

» What do I learn?

Get to know the in-depth processes for Month End, Year End, credit control, VAT Return and Microsoft® Office integration. It also covers bank reconciliation, recurring entries and Dashboards (Sage Instant Accounts Plus).

» By the end of this course you will:

  • Know how to perform a bank reconciliation
  • Be able to manage credit control, including statements and overdue letters
  • Understand how to produce financial reports, including the Profit & Loss report and Balance Sheet
  • Learn how to complete a VAT return and make VAT payments (including online)
  • Know how to prepare for, and run the Year End routine
  • Understand how to integrate Sage Instant Accounts with Microsoft® Office
  • Understand how to take payments using Sage Pay

Who should attend? Existing users of the program looking for an in depth knowledge of the processes and procedures for completing the Month and Year End routines. The course covers several subjects including Bank Reconciliation, Credit Control and completing the VAT Return.

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Which training centres to include in the results? Either include all training centres, OR select specific centres from this list: (check the boxes as appropriate)   Birmingham     Bristol     Croydon     Glasgow     
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Course Centre Start date Duration Total places Available places Book
Sage Instant Accounts Stage3Birmingham05/08/20101 day129
Sage Instant Accounts Stage3Manchester03/09/20101 day128
Sage Instant Accounts Stage3N.London03/09/20101 day129
Sage Instant Accounts Stage3Newcastle08/09/20101 day126
Sage Instant Accounts Stage3Reading08/09/20101 day108

Sage Instant Accounts Stage 3 is a one-day course. Our price is £130.00 (Sage's RRP is £215.00).

You can book your course in several ways:

  • Online: Just click the "Book now" button (your payment will only be processed after we have booked your course with Sage).
  • Phone: Just call 0845 641 0624 to pay by card or arrange BACS or cheque payments.
  • Use the contact form: Click here and fill out the contact form.
To review other courses see the classroom course list and you can always contact a Sage training advisor on 0845 641 0624 or by email.

Important notes about booking your Sage classroom training course


  • When booking a course online, if the course is not for the paying cardholder, please enter the name it should be booked for in the notes section when paying.
  • If a vegetarian meal is required instead of the standard meal provided, please enter this in the notes section as well.
  • If a course is showing no availability it is still worth contacting us as there maybe cancellations or the possibility of switching the course to a bigger room.
  • Also note that the number of available places given is updated regularly, but it is not live, so it's always best to ask us for the latest availability if the number of available places is running low.
  • *for all courses except Instant Accounts, which is £215 and Payroll Year End, which is £190.


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Detailed course content

Click to see the course content


Sage Instant Accounts training course session 1 - Bank Reconciliation

  • Grouped Transactions
  • Starting the Bank Reconciliation process
  • Reconcile
  • Bank Reconciliation Reports
  • Bank Reconciliation Using E-Banking

Sage Instant Accounts training course session 2 - Credit Control

  • On Screen Aged Debts
  • Aged Debtors Reports
  • Customer Statements
  • Customer Overdue Letters
  • Mail Merge Using Microsoft Word

Sage Instant Accounts training course session 3 - Financial Reports

  • The Trial Balance
  • The Chart Of Accounts Layout
  • Creating the Profit and Loss Report
  • Creating the Balance Sheet Report
  • The Budget Report
  • Period Figures
  • Report Output Types

Sage Instant Accounts training course session 4 - VAT Preparation

  • Scale Charges
  • The Audit Assistant
  • Preparing for Online Submissions
  • Preparing for the EC Sales List

Sage Instant Accounts training course session 5 - VAT Production

  • VAT Return Checklist
  • Calculating the VAT return
  • Compare the VAT Figures to the Control Accounts
  • Comparing the VAT Figures to the Daybooks
  • Manual Adjustments
  • Printing the Return
  • Reconciling the VAT Return
  • VAT Transfer
  • VAT Payments
  • Online Submissions
  • EC Sales List

Sage Instant Accounts training course session 6 - Financial Year End

  • Posting Transactions for the New Financial Year
  • Preparing for the Financial Year End
  • Running the Financial Year End
  • What has Happened at the Year End
  • Check the End Result
  • Clearing the Audit Trail
  • Removing Unwanted Customer/Supplier/Nominal Records

Sage Instant Accounts training course session 7 - SagePay

  • Recording Receipts via Debit/Credit Card
  • Pay Now Documentation


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