Is This for You?

This is a must-do course for anyone wanting to enhance their career working in accounts in roles such as Accounts Assistant, Finance Assistant, Bookkeeper, etc. It would also benefit business owners who manage their own financial records.

Getting to grips with the Sage will help you impress potential employers, and with the format of the training, you’ll have skills that are immediately applicable to the workplace.

Prior experience and understanding of manual accounting procedures are necessary.

Award and Associated Qualifications

Awarded 30 CPD points upon successful completion

Start Date
Study Type
In centre, online, or a combination
Training Type
30 hours

About This Course

Sage is a renowned business accounting program, used regularly in businesses across the globe.

During this interactive course, you’ll be guided through how to complete various bookkeeping tasks, such as managing customer and supplier information, ledgers and double-entry processing, invoicing, bank reconciliation, and more.

Once you’ve successfully completed the course you will have complete confidence in your ability to use this popular accountancy software, as well as a Pitman Training certificate to verify your skills.

Key Benefits at a Glance

• Dynamic, interactive course with video instruction

• Guided exercises to help you consolidate your learning and simulate a workplace environment

• Knowledge checks throughout to ensure your learning is on track

• Comprehensive readings to assist with review and aid your understanding


There are 13 modules in the course. Below you can read a breakdown of the main topics covered in each.

Module 1: Navigating the software, setting up company details, setting up the financial year, setting the program date, entering customer  and supplier details and opening balances, adjusting default settings, backing up your data, security and protection of data (GDPR).

Module 2: Restoring data, entering nominal account opening balances, identify nominal code ranges, set budgets, generate a trial balance.

Module 3: Stock adjustments in, supplier invoices for goods and services, set default nominal codes, batch supplier invoices, error corrections, updating trading terms.

Module 4: Import data with Excel, create customer invoices, preview and print customer invoices, check on activity in customer accounts, update ledgers, generate customer letters, add new products.

Module 5: Enter customer receipts for invoiced items, enter bank receipts, create customer analysis reports, create credit control reports.

Module 6: Process payments made against supplier invoices, process bank payments, enter petty cash payments, restore petty cash, use the journal to correct errors, process journal entries.

Module 7: Reconcile a bank statement, print and view bank reports and day books, reports criteria, audit trail report.

Module 8: Deleting obsolete records, memorise and recall features for invoices, credit notes for sales and purchases.

Module 9: Payments on account, entering prompt payment discounts, entering bank receipts, memorise and recall with bank receipts, recurring entries.

Module 10: Control access rights for users, create a new product package, create a bill of materials, perform a stock take, produce special price lists, create a delivery address.

Module 11: Deleting a price list, sales orders, updating the ledgers, adding a carriage charge, allocating stock, holding and cancelling orders. 

Module 12: Purchase orders, marking purchase orders as delivered, updating the ledger, purchase order alternate address (drop-shipping), part-delivery of an order.

Module 13: Process a VAT return, create a profit and loss report, follow the year-end processes. 

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Aims and Objectives

The objective of the course is to build on your knowledge of manual bookkeeping and give you the knowledge and confidence to carry out bookkeeping processes using a computerised accounting program.


We recommend you have a good working knowledge of manual bookkeeping and have experience using programs such as Microsoft Excel.

Finance Options

Wherever possible our training is tailored to your needs. The cost of our training programmes depend on the course(s) you choose and varies according to duration and breadth. Rest assured we have a number of payment options available to ensure the cost of training is affordable and can be worked alongside your other financial commitments. Common ways people fund their training include: –


  • Flexible payment plans to help you spread the cost* available at many of our centres;
  • You could opt to pay upfront.

Company Funded:

Requesting funding from your employers needn’t be a daunting task. Many employers support and encourage their employees with their professional development and consider it a worthwhile investment to fund any training required.

What we can help with:

  • Providing a comprehensive training programme outlining learning outcomes
  • Tailored personnel letters
  • Communication with finance departments to arrange payment options (upfront or payment plan*).

Funding & Grants:
There may be the opportunity to apply for funded grants that can help towards the cost of training. These include the Skills Development Scotland ITAs and the ReAct programme in Wales. All schemes will have different terms and conditions that will need to be met in order to qualify for a grant and these are managed by each individual centre.

We’d recommend you speak to a Course Advisor in your local centre to find out whether they are registered to offer any such schemes and discuss your requirements further.

* Terms and Conditions apply. Speak to a Course Advisor for full information on the options available to you.

Career Path

Every business needs people to help process the daily financial transactions and ensure everything is recorded accurately.

This training will position you to pursue roles, such as Accounts Assistant, Finance Assistant, Sales Ledger Clerk, Bookkeeper, and more. From there you can undertake further training and work towards more senior finance positions, such as Assistant Management Accountant, Finance Team Leader, etc.

What’s the Difference?

We offer a range of training packages in a range of subject areas and can offer blended learning opportunities to best meet your needs.

Our courses are practical in nature and focus on a single subject and can last anywhere from a few hours to a few days.

Diplomas are designed to give you a complete skillset mapped to a specific career path and contain a number of core and elective courses.