Welcome to Sage Training - Course
Details
Forecasting Training
Sage Financial Forecasting
Sage Financial Forecasting Upgrade
Course
Sage Winforecast Professional
Stage 1
Sage Winforecast Professional
Stage 2
Sage Line 50 Training
Sage Instant Training
Sage Payroll Training
Training
Passport
Sage Financial Forecasting
This course covers basic set up and operational features
and all the fundamentals that you need to become conversant
in your new software.
Course Content
Getting Started
Creating a New Forecast (weekly or monthly)
Forecast Headings, Start Date
Creating New Records
Moving Records
Saving Forecasts (the file principle as in word, excel etc.)
Creating a Forecast from a Template
Forecast Opening Balances
Entry of Forecast Opening Balances
Data Entry and Stock Records
Data Entry P&L Records
Standard Stock Records
Composite Stock Records
Data Entry Balance Sheet Records
(Including Financed Asset Records)
Forecast Settings
Taxation
VAT Rates and Scheme
Forecast Options
Program Options
Dividends
Main and Additional Banks
Other Features
Multi Currency and Memo Records
Sales Ledger Financing, Stock Financing and Provisions
Reports and Values Pane
Flexing and Extending the Forecast
Actuals
Entry of Actuals Manually
Actuals Hotlinked from Line 50
Variance Reports
Revised Forecasts
About the course
The course provides a complete understanding on how to set
up your Sage Financial Forecasting program from setting
up your own records, data entry and amending your Forecast
Options right through to creating your forecast.
Price £490 + vat
Sage Financial Forecasting Upgrade Course
This course is specifically aimed at existing customers of
Sage Winforecast Professional who now wish to use Sage
Financial Forecasting. This one day course covers conversion
from your existing data, new screens, operational features,
reporting and customisation. This course only covers additional
features and upgrading aspects so customers requiring
more in depth training should attend the 2 day Sage Financial
Forecasting course.
Upraging from Winforecasting Professional
Conversion from Winforecasting Proessional V4
Additional Accounting Periods
13 Accounting Periods/ Year
Weekly Forecast Level
Forecast Headings & Start Dates
P&L Records
Data Entry Screen Overview
Data Entry Methods Overview
Include New Features:
Freeze P&L Values in Calc from Units
Enter Cash Receipts & Payments
Enter Data on Weekly Basis
Balance Sheet Records
Data Entry Screen Overview
Data Entry Methods Overview
Transfers Between Current Asset/ Liability & Long Liability
Records
Settings
VAT
Taxation
Dividends
Factoring, Financing and Provisions
Bank Selection for Receipts/ Payments
Loan Financing
Multiple Factoring & Stock Financing Schemes
Multiple Provisions
Values Pane and Reports
Impact of New Record on Reports
Customisation
Reports
About the course
This course has been designed by the Sage experts to help
existing customers upgrade from Sage Winforecasting Professional
to Sage Financial Forecasting with peace of mind and ensure
they feel comfortable and competent at using the new features
available in Sage Finanaical Forecasting.
Price £245 + vat
Sage Winforecast Professional Stage
1
This course will help you
predict the financial future of your company using Sage
Winforecast Professional.
You
can either import existing data from Sage Line 50, or start
from scratch. It’s a short step to customising the
program to work exactly as you want it to and finally
bring it all together in a forecast report that will show
you
exactly where your business is heading financially. Course
Content
Start Up
Learn how to save time by pre-setting certain default information.
Creation of New Forecasts
Learn how to create new forecasts and the various types of
records that are available.
Setting up Forecast Records
Discover how to create both profit and loss and balance sheet
records, and features available with them.
Entering the Data
Look at the methods available for the entry of the data,
including 'hot-linking' to other Sage accounts packages
or Excel spreadsheets.
Opening Balances
Learn how to enter the opening balances.
Customising Certain Elements of the Software
Learn how to configure the bank account, business tax and
dividends.
External Elements Affecting Sage WinForecast Professional
VAT rates, currencies, bank interest received and payable.
Actuals and Variances
Discover how to deal with actual figures - how to enter them
into your forecast or import them from Sage Line 50.
Price £245 + vat
Sage Winforecast Professional Stage
2
This course will expand on what you learned in Sage WinForecast
Professional Stage 1. It will show you how to make sense
of all the “high end” features of the program.
You’ll leave with a thorough knowledge of how to
push the program to its extreme, with an in-depth look
at how to create customised long-term forecasts. Knowing
how to consolidate forecasts and work with multiple currencies
will make your forecasts even more useful.
Course Content
Multi-currency
Learn how to configure the system to handle multi-currency
transactions.
Stock Modelling
Learn how to handle domestic purchases and export sales of
stock. Also learn how to link multiple sales records to
one stock purchase record, and the concept and handling
of composite stock records.
Financing
Learn how to handle financed stock, including how to exclude
certain product lines. The course also demonstrates how
to handle factoring of debtors and the setup of debt and
other provisions.
Fixed Assets
Learn how to handle both fixed assets and financed fixed
asset records, including the acquisition, depreciation
and disposal of assets.
Employee Lists
How to handle wages records including the maintenance of
PAYE, NI and pension tables. The set up of employee tables,
handling of salaries and commission/bonus payments.
Customised Reports
Learn how to add formulae to existing reports, such as gross
and net profit, and gearing by trading activity.
Graphs
Learn how to create graphs in WinForecast Professional for
inclusion in the Report Generator.
The WinForecast Report Generator
Learn how to install and configure the Report Generator.
Learn how to create management reports based on WinForecast
data including P&L, cashflow and balance sheet information.
Consolidation of Forecasts
Learn the concept and control of consolidation, how to handle
goodwill, minority interests and the elimination of records.
Other Features
Learn how to create templates, how to produce customised
annual profiles, and how to maximise the use of memo records.
Price £245 + vat
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