Sage 50 - Overview & Setup

COURSE GOALS To familiarise yourself with the Sage 50 Accounts programme, gaining a basic understanding of how to set the Sage system up in the best way to suit your business type.

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Course Objectives

Classes are small, with only 5 students in each class.  In this 4 hour course, you will cover the following:

  • Navigation & Familiarisation - understand how to change views and columns, screens and menu bars
  • Understand how to set up the configuration to suit your business type
  • Set up your company preferences
  • Adding, editing & copying a Chart of Accounts and dealing with any errors
  • Set up bank, customer, supplier and invoice defaults.
  • Adding & editing nominal ledger accounts
  • Understand the function of the control accounts
  • Create bank, credit card and cash nominal ledger accounts
  • Understand the backup and restore routines

Course Materials

As well as receiving a certificate of attendance, each delegate will, as part of the course fee, will receive training material relative to the course.


The Essentials course (3 hours) continues the process of having a basic understanding of the Sage software, the basic fundamentals of the purchase and sales ledger, receipts and payments and journals.

For a more in-depth course, Sage 50 Beginners outlines the basic elements needed in every business, including the purchase and sales ledgers, nominal ledgers and bank reconciliations.  This course is a full day course.

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