About Course
The training course for Sage Business Cloud Accounting is designed to provide users with the skills and knowledge they need to effectively use the software to manage their business finances through an online learning platform.
The course typically covers topics such as setting up a company in the software, creating and sending invoices, recording and tracking expenses, preparing and filing tax returns, and generating financial reports. It may also cover advanced features such as integration with other business tools and customization options.
The online training is typically delivered through a combination of video lectures, interactive exercises, and self-study materials. It is typically aimed at business owners, accountants, and other financial professionals who need to learn how to use the software to manage the finances of a small or medium-sized business, but do not have the time or ability to attend in-person training sessions.
The Sage Business Cloud Accounting online training course is typically designed to be accessible to users of all skill levels, from beginners with no prior knowledge of accounting software to advanced users looking to improve their skills and knowledge.
The course is usually structured to gradually introduce users to the various features and functions of the software, starting with the basics and building up to more advanced topics as the course progresses. This allows users to learn at their own pace and ensures that they have a solid foundation of knowledge before moving on to more complex topics.
In addition to the structured course materials, the online training may also include additional resources such as reference guides and support forums to help users learn and troubleshoot as needed. This makes it an ideal option for users looking to learn about Sage Business Cloud Accounting at their own pace and on their own schedule.
Covered Topics
- Company registration
- Company setup
- Customer module
- Supplier module
- Items module
- Accounts Module
- Banking module
- Reports
- Administration
Target Audience
- Students
- Professionals
- Entrepreneurs
- Freelancers
Course Content
Introduction – Sage Business Cloud Accounting Software Course
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SBCA Introduction
05:30
Company Settings
The Company Settings in Sage Business Cloud Accounting software is a module that enables businesses to customize and manage their accounting settings. It allows businesses to set up their company profile, including their business name, logo, contact details, and tax information.
The module also enables businesses to manage their accounting settings, such as their accounting method (cash or accrual), fiscal year-end, and chart of accounts. Users can also set up bank accounts, payment gateways, and payment terms in this module.
In addition, the Company Settings module allows businesses to customize their invoices and other financial documents. Users can customize their invoice templates, add their logo, and customize the colors and fonts to match their brand.
The Company Settings module also allows businesses to manage user roles and permissions, giving them control over who can access and edit financial information. This helps businesses to maintain the security and integrity of their financial data.
Overall, the Company Settings module in Sage Business Cloud Accounting software is an essential tool for businesses to manage and customize their accounting settings, ensuring that their financial information is accurate, secure, and personalized to their business needs.
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Company Details
03:45 -
Additional Company Information
01:52 -
Customer Zone
03:53 -
Online Payment Gateways
01:16 -
Netcash
00:59 -
Financial Years
04:36 -
Rounding
02:15 -
Regional Settings
02:26 -
Customer and Supplier Settings
08:12 -
Item Settings
06:11 -
Time Tracking Settings
02:03 -
Outstanding Balances
04:37 -
Personal Information
00:58 -
VAT Settings
02:25 -
Statement Messages
03:05 -
Document Numbers
05:13 -
Document Descriptions
02:59 -
Customer Document Messages
02:29 -
Supplier Document Messages
02:41 -
Invoice and Statement Layouts
03:01 -
Company Logo
02:38 -
User Defined Fields – Customer
02:11 -
User Defined Fields – Supplier
02:11 -
User Defined Fields – Item
02:10 -
User Defined Fields – Asset
02:02 -
User Defined Fields – Document and Transactions
02:34 -
Email Signatures
02:52 -
Multi-Currency
07:01
Customer Module
The Customer module in Sage Business Cloud Accounting software is designed to help businesses manage their customer-related tasks such as invoicing, payments, and customer communication. With this module, businesses can create and manage customer records, track customer payments, and generate invoices for products or services rendered to customers.
The module allows businesses to create invoices, quotes, and estimates and send them to customers via email. It also allows businesses to track and manage customer payments, including recording and reconciling payments against outstanding invoices. The Customer module also provides businesses with customer insights, including customer account balances, transaction history, and outstanding invoices.
Additionally, the module allows businesses to generate reports such as customer statements, aging reports, and sales reports, which help businesses to make informed decisions related to customer management. With the Customer module in Sage Business Cloud Accounting software, businesses can efficiently manage their customer-related tasks and improve their overall customer management process.
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Add a Customer
31:54 -
Add a Sales Reps
04:51 -
Add a Customer Categories
03:47 -
Customer Quotes
13:46 -
Customer Sales Order
16:10 -
Customer Tax Invoices
36:25 -
Recurring Invoices
10:46 -
Customer Credit Notes
08:02 -
Customer Receipts
08:57 -
Allocate Receipts
10:10 -
Customer Write-Offs
03:43 -
Customer Adjustments
04:58 -
Customer Statement Run
17:56 -
List of Customers Report
04:00 -
Sales By Customer Report
07:12 -
Sales By Sales Rep Report
07:01 -
Customer Balances – Days Outstanding Report
10:36 -
Customer Statement Report
14:39 -
Customer Transactions
05:38 -
Customer Quotes Report
05:25 -
Customer Quotes by Customer Report
05:00 -
Customer Unallocated Receipts Report
04:36 -
Customer Communication Report
01:38 -
Adjust Opening Balances
02:07 -
Customer Invoices Report
06:13 -
Adjust Opening Balances
02:07
Supplier Module
The Supplier module in Sage Business Cloud Accounting software is designed to help businesses manage their supplier-related tasks such as purchases, payments, and supplier communication. With this module, businesses can create and manage supplier records, track supplier payments, and generate purchase orders for products or services ordered from suppliers.
The module allows businesses to create purchase orders and send them to suppliers via email. It also allows businesses to track and manage supplier payments, including recording and reconciling payments against outstanding purchase orders. The Supplier module also provides businesses with supplier insights, including supplier account balances, transaction history, and outstanding purchase orders.
Additionally, the module allows businesses to generate reports such as supplier statements, aging reports, and purchase reports, which help businesses to make informed decisions related to supplier management. With the Supplier module in Sage Business Cloud Accounting software, businesses can efficiently manage their supplier-related tasks and improve their overall supplier management process.
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Add a Supplier
11:52 -
Add a Supplier Category
03:46 -
Supplier Purchase Orders
08:27 -
Supplier Invoices
13:30 -
Supplier Returns
07:36 -
Supplier Payments
07:46 -
Allocate Payments
16:24 -
Supplier Adjustments
08:49 -
List of Suppliers Report
02:16 -
Purchases By Supplier Report
04:33 -
Supplier Balances – Days Outstanding Report
07:37 -
Supplier Statement Report
10:38 -
Supplier Transactions Report
05:36 -
Supplier Purchase Orders Report
03:28 -
Supplier Purchase Orders By Supplier Report
05:57 -
Supplier Invoices Report
04:30 -
Supplier Unallocated Payments Report
06:16 -
Emails Sent to Suppliers Report
03:05 -
Adjust Supplier Opening Balances
01:51
Item Module
The Item module in Sage Business Cloud Accounting software is designed to help businesses manage their inventory and sales. With this module, businesses can create and manage item records, track inventory levels, and generate sales orders and invoices for products sold.
The module allows businesses to create and track items, including products and services, and maintain a detailed record of each item's description, price, and quantity. It also allows businesses to track inventory levels, including stock on hand and reorder points, ensuring that they always have enough inventory to meet demand.
The Item module also enables businesses to create and manage sales orders and invoices, including managing customer payments and creating credit notes. The module also provides businesses with insights into their sales performance, including sales by item, customer, or time period.
Additionally, the module allows businesses to generate reports such as inventory reports and sales reports, which help businesses to make informed decisions related to inventory and sales management. With the Item module in Sage Business Cloud Accounting software, businesses can efficiently manage their inventory and sales processes and improve their overall business performance.
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Add an Item
19:15 -
Add an Item Bundle
05:35 -
Add an Item Category
03:36 -
Item Adjustments
06:46 -
Adjust Item Selling Prices
15:16 -
Adjust Item Opening Balances
02:25 -
Renumber Item Codes
01:45 -
Item Listing Report
02:38 -
Sales By Item Report
08:11 -
Purchases By Item Report
04:55 -
Customer Quotes By Item Report
04:33 -
Customer Sales Orders By Item Report
04:01 -
Supplier Purchase Orders By Item Report
04:31 -
Item Movement Report
03:21 -
Item Valuation Report
04:29 -
Price List Report
02:39 -
Item Bundle Report
01:34 -
Item Quantities Report
02:14
Banking Module
The Banking module in Sage Business Cloud Accounting software is designed to help businesses manage their bank accounts and transactions. With this module, businesses can connect their bank accounts, reconcile transactions, and manage their cash flow.
The module allows businesses to connect their bank accounts and automatically import bank transactions into their accounting software, making it easier for them to reconcile transactions and keep their financial records up-to-date. It also allows businesses to create and manage bank rules, which can help to automate the reconciliation process further.
The Banking module also enables businesses to manage their cash flow, including tracking incoming and outgoing cash transactions, managing bank transfers, and setting up recurring payments. The module also provides businesses with insights into their bank balances, cash flow forecasts, and account transactions.
Additionally, the module allows businesses to generate reports such as bank statements, reconciliation reports, and cash flow statements, which help businesses to make informed decisions related to cash management. With the Banking module in Sage Business Cloud Accounting software, businesses can efficiently manage their bank accounts and transactions, improve their cash flow management, and save time on manual bookkeeping tasks.
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Add a Bank or Credit Card
05:22 -
Add Bank and Credit Card Categories
01:36 -
Quick Entry Rules
03:02 -
Bank Statement Mapping Rules
05:49 -
Transactions – Banking
10:28 -
Reconcile Banks and Credit Cards
04:32 -
Manage Bank Feeds
01:58 -
Bank and Credit Card Listing Report
01:46 -
Bank and Credit Card Transactions Report
03:52 -
Cash Movement Report
02:30 -
Cash Flow Report
04:17 -
Bank Feeds Audit Trail Report
01:00 -
Adjust Bank and Credit Card Opening Balances
02:10
Accounts Module
Accountant’s Area Module
Company
The Company module in Sage Business Cloud Accounting software is the central hub for businesses to manage their financial information. This module allows businesses to create a company profile and set up their accounting settings, including their fiscal year-end, accounting method (cash or accrual), chart of accounts, and tax information.
The module also enables businesses to manage their financial transactions, including creating and managing customer and supplier records, generating invoices and bills, and tracking payments and expenses. The Company module also provides businesses with insights into their financial performance, including profit and loss reports, balance sheets, and cash flow statements.
Additionally, the module allows businesses to generate reports such as financial statements, transaction reports, and tax reports, which help businesses to make informed decisions related to their finances. The Company module also includes features such as multi-currency support and user management, enabling businesses to operate internationally and manage user roles and permissions.
Overall, the Company module in Sage Business Cloud Accounting software provides businesses with a comprehensive suite of tools to manage their financial information efficiently, make informed decisions, and maintain the security and integrity of their financial data.
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Add an Asset
05:34 -
Asset Categories
02:15 -
Asset Locations
02:05 -
Add Budget
09:03 -
Analysis Codes
05:34
Administration
The Administration module in Sage Business Cloud Accounting software is designed to help businesses manage their account settings and user access to their financial data. With this module, businesses can control and customize their account preferences and manage user access and permissions.
The module allows businesses to manage their account settings, including updating their company profile, account billing, and subscription details. It also enables businesses to customize their account preferences, including setting up alerts and notifications, changing their default language, and adjusting their time zone.
The Administration module also enables businesses to manage user access and permissions, ensuring that only authorized personnel can access and edit financial data. It allows businesses to create and manage user roles, set up multi-factor authentication, and view user activity logs.
Additionally, the module allows businesses to integrate with third-party applications, including payment gateways, point-of-sale systems, and e-commerce platforms. This integration helps businesses to streamline their financial processes and improve their overall business efficiency.
Overall, the Administration module in Sage Business Cloud Accounting software provides businesses with a range of tools to manage and customize their account settings, control user access and permissions, and integrate with other software applications, improving their overall business performance.
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Manage Users
04:16 -
Control User Access
06:16 -
Change Password
02:38
Dashboard
The Dashboard in Sage Business Cloud Accounting software is a customizable and interactive interface that provides businesses with an overview of their financial information and key performance indicators (KPIs). It allows businesses to track their financial performance in real-time, making it easier for them to make informed decisions.
The Dashboard displays important financial information such as cash flow, revenue, expenses, profit, and loss. It also provides a graphical representation of this data through charts and graphs, allowing businesses to visualize their financial performance easily. The Dashboard also includes alerts and notifications, such as upcoming bills and payments, to help businesses stay on top of their finances.
Users can customize the Dashboard to suit their needs by adding or removing widgets and rearranging the layout. They can also drill down into the details of each widget to get more information and insights.
Overall, the Dashboard in Sage Business Cloud Accounting software provides businesses with an easy-to-use, real-time view of their financial performance, helping them make informed decisions and stay on top of their finances.
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Dashboard
10:18 -
Accountant Dashboard
02:09 -
Customer Dashboard
02:36 -
Supplier Dashboard
02:22 -
Item Dashboard
01:59 -
Financial Dashboard
02:17 -
My Workspace
03:37