Sage Digital Cloud Financial Skills – Basic

About this course

Participants learn to use Sage Business Cloud Accounting for routine bookkeeping and financial administration. The course covers setting up an organisation, configuring VAT and financial-year settings, managing account codes and contacts, processing sales and purchase transactions, recording expenses, reconciling bank activity and producing standard financial reports. Teaching combines trainer-led demonstrations, guided walkthroughs, interactive tutorials within the Sage platform and practice scenarios. Progress is checked through knowledge checks, set tasks such as creating and posting invoices, and a final quiz or mini-project.

What you'll learn

• Set up an organisation in Sage Business Cloud Accounting, including financial-year and VAT settings
• Manage chart-of-accounts codes, customer records and supplier records
• Create sales invoices and credit notes, then track related payments
• Record purchase invoices, petty cash transactions and staff expenses
• Connect bank feeds and carry out bank reconciliations
• Run, export and interpret basic reports such as profit and loss, balance sheet and aged debtor or creditor reports

Is this course right for you?

The course is intended for self-employed people, small-business staff and admin assistants who need to use Sage for day-to-day financial tasks. No previous experience with Sage is indicated, but learners need basic bookkeeping and accounting knowledge, along with basic computer and internet-navigation skills.

• Suitable for learners new to Sage Business Cloud Accounting
• Requires basic bookkeeping and accounting knowledge
• Includes assessed practical tasks and a final quiz or mini-project
• Relevant to routine finance administration in small-business settings

Before you go

• Access to a device with an internet connection is required for online sessions.
• A Sage Education Cloud licence is included and provides access for three months.
• Learners seeking the Sage Qualifications completion certificate are expected to complete the course through self-directed study within the licence period.