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Udemy

Full Sage Business Cloud Accounting for Users & Consultants

via Udemy

Overview

Become a Sage Pro: End-to-End Configuration, User Support & Hands-On Real-World Scenarios & Practical excercises.

What you'll learn:
  • Introduction to Sage Business cloud Accounting
  • Setting up ypur business business information in Sage Business Cloud
  • Understand all the Sage Business cloud Accounting core modules and business solutions
  • Learn end-to-end configuration of Sage Business cloud Accounting
  • Learn how to prepare Finance reports and analysis using Reporting and Analysis
  • Use Sage Business cloud Accounting for day-to-day business transactions
  • Managing Customers & Supplier Master Data and Transactions
  • Manage Month end processes in on Sage Business Cloud Accounting

Learn Sage Business Cloud Accounting end to end. This course is designed for users and consultants who want hands-on experience with using sage for managing business operations, accounting, configuration, daily operations, reporting, and user support. Build practical skills using real-world scenarios to confidently support and manage your business, build a solid consulting career with Sage Business Cloud Accounting.

SAGE BUSINESS CLOUD ACCOUNTING is a Business management and Accounting Software designed to keep track of your business performance on a real time basis. It is a financial accounting software that seats on the cloud and provides you access at any time, on any device (mobile app/ laptop/tablet). Learning Sage Business Cloud Accounting can help you become more employable in finance and accounting roles. It can also help you manage your business's accounting more effectively:

  • Increase employability: A Sage Accounting certification is recognized by employers and businesses worldwide. It can help you get jobs as an accounting clerk, bookkeeper, or finance assistant.

  • Manage accounting: Sage Business Cloud Accounting can help you manage your business's accounting, including invoicing, cash flow, taxes, payments, and more.

  • Access from anywhere: Sage Business Cloud Accounting is cloud-based, so you can access it from any device with an internet connection.

Introduction to Sage Business Cloud Accounting

  • 1.1 Overview of Sage

    • What is Sage One?

    • Key features and benefits

    • Understanding the user interface

  • 1.2 Getting Started

    • Setting up your account

    • Navigating the dashboard

    • System requirements and compatibility

Setting Up Your Business

  • 2.1 Creating a New Company

    • Entering company details

    • Customizing settings (currency, tax, etc.)

  • 2.2 Chart of Accounts

    • Understanding the chart of accounts

    • Adding and managing accounts

    • Setting up account types

Managing Customers and Suppliers

  • 3.1 Customer Management

    • Adding new customers

    • Managing customer information

    • Creating and sending invoices

  • 3.2 Supplier Management

    • Adding suppliers

    • Managing supplier information

    • Recording bills and payments

Transactions and Bookkeeping

  • 4.1 Recording Sales and Income

    • Creating sales invoices

    • Recording cash sales

    • Managing receipts

  • 4.2 Recording Expenses and Purchases

    • Entering purchase invoices

    • Recording expenses

    • Managing payments to suppliers

Banking and Reconciliation

  • 5.1 Bank Accounts

    • Adding and managing bank accounts

    • Recording bank transactions

  • 5.2 Bank Reconciliation

    • Understanding bank reconciliation

    • Performing a bank reconciliation

    • Resolving discrepancies

Reporting and Analysis

  • 6.1 Generating Reports

    • Overview of available reports

    • Customizing reports

    • Exporting and sharing reports

  • 6.2 Financial Analysis

    • Understanding key financial metrics

    • Using reports for business analysis

Advanced Features

  • 7.1 Managing Inventory (if applicable)

    • Setting up inventory items

    • Tracking stock levels

    • Creating purchase orders

  • 7.2 Multi-Currency Transactions

    • Understanding multi-currency functionality

    • Managing foreign transactions

Best Practices and Troubleshooting

  • 8.1 Data Backup and Security

    • Importance of data backup

    • Best practices for data security

  • 8.2 Troubleshooting Common Issues

    • Addressing common issues and errors

    • Where to find help and support

Syllabus

  • WELCOME!! INTRODUCTION AND COURSE OVERVIEW
  • INTRODUCTION TO SAGE BUSINESS CLOUD ACCOUNTING AND NAVIGATIVE THE SYSTEM
  • FINDING YOUR WAY AROUND SAGE BUSINESS CLOUD ACCOUNTING
  • CUSTOMER MASTER DATA OVERVIEW AND LIST FUNCTION
  • ORDER TO CASH PROCESS- ENTER QUOTES, SALES ORDERS, INVOICES, RECEIPTS, ETC.
  • ADJUSTING CUSTOMER BALANCES
  • CUSTOMER AND SALES REPORTING
  • SUPPLIER MASTER DATA OVERVIEW AND LIST FUNCTION
  • PROCURE TO PAY- PURCHASE ORDER, INVOICE, PAYMENT, ALLOCATE PAYMENT AND INVOICES
  • SUPPLIER REPORTS OVERVIEW
  • INVENTORY MANAGEMENT- CREATE NEW ITEM AND USING THE LIST TAB
  • ITEM AND SERVICE MASTER DATA CREATION AND LIST FUNCTIONS
  • INVENTORY AND SERVICE REPORTS
  • ADJUST INVENTORY OPENING BALANCES AND RENUMBER ITEM CODES
  • MAINTAIN GENERAL LEDGERS (ACCOUNTS), LIST, ACCOUNT GROUPS AND GL ADJUSTMENTS
  • GL ACCOUNT CATEGORY GROUPING
  • PROCESS JOURNAL ENTRIES AND SEND NOTES TO YOUR ACCOUNTANT
  • ADJUST SUPPLIER BALANCES
  • ASSET MASTER DATA, CATEGORIES, LOCATIONS AND REPORT
  • COMPANY NOTES AND ATTACHMENTS
  • BUDGET PLANNING AND DATA ENTRY, LIST AND REPORT
  • BUDGET REPORTING AND VARIANCE ANALYSIS
  • BANK MASTER DATA AND LIST FUNCTIONALITY
  • BANKING TRANSACTIONS AND RECONCILIATIONS
  • BANKING REPORTS AND ADJUSTING OPENING BALANCES
  • BRING IN OPENING BALANCES FROM PREVIOUS ACCOUNTING SYSTEM
  • ANALYSIS CODE - CONFIGURATION, TRANSACTION AND REPORTING
  • VAT RETURNS AND REPORTS
  • DATA MIGRATION- IMPORT & EXPORT MASTER DATA
  • SAGE DATA MIGRATION AND VALIDATION: EXTRA, TRANSFORM AND LOAD- (ETL)
  • SAGE ITEMS (INVENTORY) MASTER DATA VALIDATION AND UPLOAD (MIGRATION)
  • FINANCIAL REPORTS- FINANCIAL STATEMENTS, ASSETS, BUDGETS, AUDITS, BANK, VAT, ETC
  • SAGE BUSINESS CLOUD ADMINISTRATION
  • DETAILED MONTH END AND YEAR END PROCESSES
  • CONFIGURE & SET-UP SAGE BUSINESS CLOUD ACCOUNTING
  • HOW TO CREATE MANUALS FOR SAGE BUSINESS CLOUD ACCOUNTING USERS
  • SAGE REQUIREMENTS GAP ASSESSMENT AND CONFIG FILE SETUP
  • KEEP LEARNING: ARTIFICIAL INTELLIGENCE FOR BUSINESS AND SAGE PROFESSIONALS

Taught by

Kelechi Kelly Adiele, MBA, CBAP®, CSM™, CSPO™, PMP I Best Seller

Reviews

4.6 rating at Udemy based on 64 ratings

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