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SADS-01 Simply Accounting Company Data Setup
Cost $249 + GST | Tue & Thu, Sept. 30 - Oct. 9, 2008 | 4 classes
Participants who complete this course will have had the opportunity to gain an understanding of how to set up new and existing company data using Simply Accounting by Sage 2008.
Who Should Take this Course
New business owners and support staff, bookkeepers, accountants and consultants, or anyone who would like to learn and understand the processes and procedures are involved with setting up companies using Simply Accounting by Sage 2008.
Course Outline
- Setting up a company using Simply Accounting's business templates
- Setting up a company by building a list of accounts
- Setting up an existing company by exporting and importing a Chart of Accounts
- Setting up an existing company using departments, balances forward
- Accounts Receivables and Payables balances forward
- Understanding fiscal year start and end dates
- Understanding the Chart of Accounts
- Understanding the General Ledger account type, information and class options
- Adding, editing and deleting accounts
- Setting up Cash and Bank accounts
- Types of businesses
- Storing company’s data
- Understanding the term “linking” accounts
- Company and General Ledger account settings
- GST , HST, PST and QST Tax Code Settings
- Setting up foreign currency, credit cards and budget features
- Simply Accounting date formats
- Understanding user preferences
- Setting up users and user securities
- Understanding sub ledgers and control accounts
- Trial Balance, Balance Sheet and Income Statement
- Removing history and setting company to ready
- Understanding data integrity
- Screen viewing options
- Opening and closing Simply Accounting
- Sound business advice and shared experiences
- A multitude of Simply Accounting by Sage tips and tricks!
Dates & Times
Tuesdays and Thursday, Sept. 30 - Oct. 9, 2008 (2 weeks)
Each instructor led session is 1.5 hours long (1.5 x 4 classes = 6 hours total). Session times are:
- 8:00 am to 9:30 am PDT
- 9:00 am to 10:30 am MDT
- 10:00 am to 11:30 am CDT
- 11:00 am to 12:30 pm EDT
- 12:00 pm to 1:30 pm ADT
- 12:30 pm to 2:00 pm NDT
How the Course Works
The participant joins the instructional session 5 minutes before the course start time. From their computer, they click on a link provided by the instructor. The connection link allows the participant to view the instructor’s computer screen. Next the participant dials the toll free phone number provided to connect to a conference call with the instructor. Participants will be part of a class of students from all over Canada.
Each session is 1.5 hours long, consisting of a welcome, a review and housekeeping, and Simply Accounting business setup and processes. Each session ends with a question and answer period and homework assignment. Each session is recorded and will be provided to the particpants for viewing after each session. The recording is available for participants who miss a class.
The instructor will be available outside of class time to answer questions relating to the homework – it is important to Prism that each participant succeeds.
There is no mandatory exam upon completion. A participation certificate will be issued upon completion of the course. If using this course for professional development acceptable and verifiable hours, a certificate of participation will be issued for: Class attendance (6 hours), Class Assignments completed (8 hours), for a total of 14 credit hours.
Prerequisites
- A basic knowledge of Microsoft Windows® is required
- A prior understanding of debits and credits would be an asset, but is not mandatory
- No previous experience using the Simply Accounting by Sage software is required
System Requirements
- Computer with high speed Internet
- Computer system requirements for installing Simply Accounting 2008 by Sage, Student Edition
- Windows Media Player
What Participants Receive
- Session outlines, content (PDF format), instructions and assignments
- Simply Accounting by Sage 2008 Student Edition download (available for 14 months)
Assignments
This course includes 4 assignments that involve setting up a variety of companies. Assignment completion is left to the discretion of the participant. Assignments submitted to the instructor will be reviewed and feedback will be provided. The length of time to complete the assignments will range from 1 to 2 hours each, depending on the participant.
Registration Information
Cost is $249.00 plus GST (12.45) = $261.45. Registration can be completed online (click on the Register link at the top of this page), by phone, or by faxing your registration information (click here to download a registration form for faxing). Credit card payments only please. Upon receiving your registration, the instructor will contact you within 24 hours to confirm your registration and to ask you a few questions. If you have not been contacted, please call us at 888-807-7787 and let us know.
Cancellations
You may cancel your registration up to 10 business days before the course start date. If you need to cancel within 10 business days of the course start date, a substitute can take your place. If you do not cancel and do not attend, you are still responsible for payment. A $30 non-refundable cancellation fee applies to refunds.
Meet the Instructor
Sue du Puy has many years of experience developing and instructing courses and providing training to businesses and colleges across Canada. Sue likes to create a relaxed atmosphere in her sessions and encourages open communication with participants. She understands that adults do not all learn in the same way and she adapts her presentation style to ensure that everyone understands the information presented.
We have set up Live Information Sessions for you to talk with Sue and ask questions. The 15-minute Live Information Session will give you a chance to experience how the training sessions work, including linking your computer to the instructor’s computer and calling the toll free number to talk with Sue.
Live Information Sessions take place every Tuesday and Thursday at 10:00 am (Pacific time). Click here to register for a session.