Sage 50 Accounts Level 1



The programme involves applying manual book-keeping skills to a computerised accounting record system in the various ledgers. It covers:

  • Adding new accounts to sales/purchase/nominal ledgers
  • Processing invoices and credit notes
  • Bank receipts and payments
  • Producing reports

This qualification is an introduction to level one computerised accounting, using the latest version of SAGE software. SAGE is a leading provider of business software solutions worldwide, helping over 6 million customers in 24 countries to work efficiently and successfully.


click the headings below for more details:

  1. 1
    Topics Covered

    Day 1

    Navigating Sage – the student learns about the different areas of Sage and what they are used for, looking at the dashboards and process maps.

    Company Set Up – the company is set up using information provided.

    VAT Information – VAT rates, threshold and schemes.

    The Nominal Ledger – understanding what it is and how information is entered.

    Chart of Accounts – looking at the information contained and how the nominal codes are grouped. Includes floating nominal accounts.

    Creating Nominal Codes – how to set them up and check they are included in the Chart of Accounts.

    Opening balances – learn what opening balances are for and how to enter them on Sage using a variety of methods.

    Using the Bank Module – entering money received from customers and paying suppliers, including credit notes issued.

    Recurring Entries – setting up and processing

    Bank reconciliation – checking the bank statement against the sage bank account and noting the differences, saving and then reconciling the bank and printing the statement. Understanding why differences will arise and what to look for.

    Reports – this looks at a number of different customer and supplier reports, including aged reports, activity reports, statements and letters that can be sent. It also covers Trial Balance, Profit & Loss and Balance Sheet and VAT return reports.


    Shortcuts Keys – remembering the different shortcuts used in Sage.

    Customer – custom fields

    Departments – setting up and uses for departments.

    Nominal Records – under what circumstances these can be deleted.

    Control Accounts – where they are located in Sage and what they are used for.

    Budgets – budgeting options – standard and advance.

    Customer and Suppliers defaults

    Batch Changes & Duplicating Records

    Journals & Skeleton Journals – when are they used?

    Creating invoices – using the invoicing module.

    Invoice & Order Defaults & Disputed Invoices

    Customer Refunds

    Housekeeping & Error Corrections

    Access Rights & Passwords

  2. 2
    Why Get a Certification?

    Choose this exam if you want to stand out from the crowd and show the world you know how to use Sage.

    Sage Certification Provides:

    Proof that you are a competent Sage user.
    Credibility for potential employers
    Career advancement
    Increased earning potential
    Competitive advantage – it sets you apart in the job market

    If you’re an employer looking for training for your people. Sage Certification helps you:

    Increase employee competency
    Increase productivity
    Increase employee morale
    Helps identify individual skills

  3. 3
    Why train with JDH?

    We are one of the largest independent, certified trainers of Sage in the UK.

    We are one of the few training providers that are also practising accountants with up to date experience.

    We offer a hands on learning approach that also leads to a certified qualification.

    We have an excellent pass rate for our students.

    We train in small classes of up to eight students, ensuring all students get quality training.

    We train on the latest software.

    We have excellent training facilities that are easy to get to by both car and train – a short distance from Cardiff

    We offer bite size training for businesses that don’t want a general classroom course. We tailor make the training for them and can deliver it at their premises too.

    We have  an excellent reputation with a past track record of more than 7 years.

    Please check our Student Result page to see their performance the past year.

    Call us now on 01443 740800 or email Jackie or
  4. 4
    Our Tutors

    Jacqueline Hooper

    FMAAT, MICB, CB Dip, PM Dip. Owner of JDH. Completed AAT in 2003, became a full member in 2005 and a fellow member in 2011. More than 10 years’ experience in bookkeeping and accounts. Qualified and licenced to practice accounts and tax. Also trains students in our company JDH Training.

  5. 5
    Course Calendar

    Check our Calendar for the next available course

  6. 6

    After completing the course you will receive a Sage Certificate

  7. 7

    We provide 45 days free support after you complete one of our courses.

    This allows you to ring our helpline regarding any questions you may have about the course you attended.

  8. 8
    £ 375 (incl. exam)
  9. 9
    Contact Us

    If you would like to speak with our friendly team, call us on 01443 740800

Contact Us

“We are not only trainers, but we are practicing accountants and bookkeepers as well.”


“I have thoroughly enjoyed my training with JDH. Jackie is an excellent trainer and puts you at ease very quickly. I would highly recommend JDH to anybody who is looking to qualify for Sage Accounts and Sage Payroll.”

Linda Gore

(Sage Account Level 1 & 2 and Sage Payroll Level 1 & 2)



“I thought that the course was excellent. Lots of info to take in for a complete novice but at least I have been given an introduction to Sage and Bookkeeping. Jackie is a walking encyclopedia on Sage!! Jackie has a relaxed teaching style and her lessons were taught well and in a methological order, which made it easier for its student. Overall, brilliant course, brilliant trainer, made some new good friends! Thank you.”

Mark Jones

MJ Training Solutions

(Sage Account Level 2)


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