Simply Accounting by Sage Live Training – Alberta
Prism Business Training offers live training workshops in Alberta for people who learn best in a classroom-type environment.
Watch for the new schedule. It's coming soon!
SA-AB-01 Simply Accounting by Sage Payroll Module In-depth
Prism Business Training is happy to bring you our number one requested training topic for Simply Accounting by Sage, an in-depth look at the Simply Accounting by Sage Payroll module! In-depth does not mean you have to have an accounting degree to understand the content. It means we will complete a full review of the Payroll module to ensure that you understand its features and functions and how to implement them.
Topics covered:
- Payroll compliance – accessing information
- Payroll settings – in depth
- Payroll cycles
- Employee records – in depth
- Processing pay cheques:
- Hourly and salaried employees
- Taxable benefits
- Payroll advances
- Release accrued vacation pay
- Garnishees
- Health benefits plan (employer/employee shared cost, “User Defined Expenses”)
- Payroll cheque run
- Payroll cheque batch printing
- Payroll reports
- Payrol remittances
- Payroll and departmental accounting
- Payroll expense groups, job categories and employee entitlements
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Wendy Kinsman ... more info
Materials provided: Detailed support reference materials are supplied.
SA-AB-02 Simply Accounting by Sage Account Reconciliation & Month End Procedures
The Deposit Slip function in Simply Accounting allows you to keep detailed electronic records of the funds that are deposited to your bank accounts. The Account Reconciliation function allows you to verify that the information recorded in your bank and credit card accounts is correct. To ensure the balance of the information posted to your data file is correct it is important to follow a series of month-end procedures. This session demonstrates the process of implementing these procedures to ensure that your month-end financial reports are accurate.
Topics covered:
- Deposit slip setup
- Deposit slip demonstrations with both cash and cheques
- Deposit slip common errors and fixes
- Deposit slip reports
- Benefits of account reconciliation
- Account reconciliation setup
- Bank account and credit card reconciliation demonstrations
- Resolving account reconciliation discrepancies
- Account reconciliation reports
- Month-end procedures – detailed & demonstrated
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Wendy Kinsman ... more info
Materials provided: Detailed support reference materials are supplied.
SA-AB-03 Simply Accounting by Sage Report Basics In-depth
Join us for a guided tour through the Reports in Simply Accounting by Sage. An in-depth, fundamental understanding of the “Reports” available to you in Simply Accounting by Sage and how to customize them allows you to quickly and efficiently produce meaningful financial statements, identify the origin of posting errors, reconcile accounts, and extract information to assist in planning for the future. In-depth does not mean you have to have an accounting degree to understand the content; it means you'll gain an understanding of how to access the reports, how they are produced, how they are related, and how to use them to expedite your work.
Topics covered:
- Report fundamentals
- Understanding “Common Language Date Ranges”
- Navigation to quickly access reports
- Review most common reports by module
- “My Reports” saving templates
- Accessing “Management Reports” and “Microsoft Office Documents”
- Filtering and sorting reports
- Customizing and formatting reports
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Wendy Kinsman ... more info
Materials provided: Detailed support reference materials are supplied.
SA-AB-04 Simply Accounting by Sage Inventory Module In-depth
Join us to gain an in-depth knowledge of the Inventory module in Simply Accounting by Sage. We will complete a full review of the Inventory module to ensure that you understand its features and functions and how to implement and use them in your day- to-day business.
Topics covered:
- Understand the different types of inventory
- Understand the difference between Average Costing and First In First Out (FIFO) inventory valuation
- Understand required general ledger accounts to utilize (link to) the inventory module
- Create inventory & service items
- Understand how inventory moves through the accounting data
- Process a purchase order/purchase invoice and sales invoice using inventory
- Record adjustments to inventory
- Understand and utilize the bill of materials function
- Understand and utilize item assembly
- Understand and utilize inventory categories (Premium)
- Understand and utilize inventory locations (Premium)
- Transfer inventory between locations (Premium)
- Access and understand basic inventory reports
Who should attend: Business owners, employees, bookkeepers and accounting practitioners. This session will be relevant regardless of which version of Simply Accounting by Sage you are using.
Registration closes: Midnight, two days prior to course date
Session cost: $130 plus GST
Instructor: Wendy Kinsman ... more info
Materials provided: Detailed support reference materials are supplied.