Academy of PW Holding

Computer Based Accounting Software – Sage Business Cloud Accounting – English Medium

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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
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Course Content

Introduction – Sage Business Cloud Accounting Software Course

  • 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.

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.

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.

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.

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.

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.

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.

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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