Sage 50 Accounts

Name: Sage 50 Accounts Training Course Glasgow, Edinburgh & Online | Pitman Training Courses Scotland
Author: David McLachlan

This Sage 50 Accounts course will help you learn how to process a business’ finances. This is essential, interactive training using this globally recognised accounting software.

IS THIS COURSE 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.

We offer the Sage 50 Accounts training course in Scotland in-house at our Glasgow and Edinburgh training centres, and can also provide the Sage 50 course online so you can train wherever you may be located.

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

Course Info

Duration 30 hours (Actual course duration will vary from individual to individual, based on prior skills and application.)

Training Type Course

Study Type In centre, Online

Awards & Qualifications

Awarded 30 CPD points upon successful completion

Discounted Training

CITB Members can receive a special discounted rate on our training courses – Click to find out more

Is this course right for me?

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.

Awarded 30 CPD points upon successful completion

Duration 30 hours (Actual course duration will vary from individual to individual, based on prior skills and application.)

Course Content

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.

Course Overview

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.

August 2026

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