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Online, Virtual and In-person Digital Training
We specialise in providing group and one to one live, virtual training for clients and we’d love to chat with you. Now is an excellent time to keep your staff engaged by investing in improving their skills and knowledge.
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- Excel
- Word
- Teams
- PowerPoint
- Outlook
- Access
- Microsoft365
- Project
- Sage
Microsoft Excel
Level 1
Curriculum
- Getting started with Excel
- Creating and using formulae
- Automating formulae/data with tables
- Getting used to different layouts
- Printing and print options
- Creating charts
Resources
- 22 Videos
- 9 Practical Exercises
- Excel Level 1 Workbook
- Excel Shortcut PDF
- Personal Instructor Feedback
Level 2
Curriculum
- Formula and common calculations
- Data analysis tools
- Spreadsheet design
- Advanced functions
Resources
- 15 Videos
- 8 Practical Exercises
- Excel Level 2 Workbook
- Excel Shortcut PDF
- Personal Instructor Feedback
Microsoft Word
Level 1
Curriculum
- Getting started with Word
- Styles - the corner stone for easy word formatting
- Essential functions to layout your document
- Inserting "things" into your document
- Support functions and printing
Resources
- 22 Videos
- 12 Practical Exercises
- Word Level 1 Workbook
- Personal Instructor Feedback
Level 2
Curriculum
- Creating and using templates
- Bullets, numbering and indents
- Using colour for emphasis
- Manipulating inserted images
- Headers and footers
- Standard letters and mail merge
- Page styles and columns
- Creating pages in Web format
- Customising the toolbar
Microsoft Teams
Level 1
Curriculum
- Getting started with Teams
- Channels vs tabs
- Meetings, chats, video calls, activity
- Creating files and syncing folders – access to your documents wherever you are
- Document versions and retrieval
- Co-authoring Word, Excel, PowerPoint documents
- Working in different environments – in the team, browser, desktop or mobile
- Adding Office 365 apps to a Team
- An introduction to Planner, OneNote, PowerApps, Power Automation, O365 Admin
Resources
- 18 Videos
- 9 Practical Exercises
- Teams Level 1 Workbook
- Personal Instructor Feedback
Microsoft PowerPoint
Level 1
Curriculum
- Creating a presentation file
- Entering text
- Text formatting
- Slide preview
- Saving and closing a presentation
- Opening an existing file
- Adding new slides
- Copying and moving objects
- Presentation templates
- Importing data from other sources
- Tips on professional presentations
- Printing
Level 2
Curriculum
- Using organisation charts
- The auto content wizard
- Altering the slide master
- Running a slide show
- Animation techniques
- Rulers and guides
- Adding notes and sorting slides
- Using autoshapes
- Customising the toolbars to add commonly used functions
Microsoft Outlook
Level 1
Curriculum
- Composing e-mails – etiquette and structure
- Addressing e-mails
- Sending and receiving e-mails
- Filing and managing e-mails
- Creating and managing contacts
- Using the calendar to create appointments and tasks
- Managing task lists
- Sharing appointments and tasks
- Delegating tasks and reporting progress
Microsoft Access
Level 1
Curriculum
- Database terminology explained
- Creating a database
- Working with tables
- Designing forms
- Entering data
- Exporting information from Excel
- Saving and opening databases
- Finding data with filters
- Designing and using basic reports
Level 2
Curriculum
- Maintaining databases
- Using query to analyse data from multiple databases
- Adding graphics to reports
- Using multiple sources for reports
- Creating and using macros
- Creating and using modules
Microsoft365
Level 1
Curriculum
- An introduction to Planner, Flow, forms, OneNote, OneDrive, SharePoint, Teams, PowerApps, M365 Admin, remote working
- The admin center
- Setting up and maintaining users
- Multi Factor Authentication
- Backups
- Internal and external security
- Risk management and GDPR considerations
- Remote working
- Maintaining synced files
- Mobile applications
Level 2
Curriculum
- An introduction to Planner, Flow, Forms, OneNote, OneDrive, SharePoint, Teams, PowerApps, M365 Admin, remote working
- Design and build Flows
- Maintain private and public teams
- Manage security
- Evaluate which M365 applications to use
- Reduce email dependence
- Things to watch out for
Microsoft Project
Level 1
Curriculum
- What is MS Project?
- Creating a project plan
- Tasks, resources and time scales
- Costs
- Grouping Tasks
- Task dependencies
- Creating milestones
- Printing your plan
Level 2
Curriculum
- Changing views
- Checking for bottlenecks
- Managing your plan
- Tracking changes
- Reporting
- Filtering
- Creating Links
Sage
Introduction to the Sage Report Designer
Curriculum
- The report designer layouts
- Database structures
- Designing reports
- Adding logos
- Adding filters and criteria
- Changing text layouts and fields
Sage
Introduction to Excel Integrated Reporting
Curriculum
- Setting up the link between Sage and Excel
- Inserting data ranges
- Using Sage functions within Excel
- Updating data ranges
- Designing reports in Excel
Sage
Sales and Purchase Order Processing modules
Curriculum
- Overview of Sage, navigation and integration
- Setting up customer records
- Setting up supplier records
- Creating sales invoices
- Posting purchase invoices
- Managing customer payments and credit control
- Managing supplier payments
- Reports and statements
- Invoice layout design
Sage
Sage Stock Control
Curriculum
- Creating stock records
- Creating a BOM
- Managing stock in and out
- Stock control for order processing
- Reporting
Sage
Sage Project Control
Curriculum
- Creating projects for job profitability
- Setting up resources
- Booking resources, costs and sales to projects
- Managing multi-level projects
- Reporting
Sage
Sage Payroll
Curriculum
- System setup
- Setting up employees
- Setting up pay elements
- Processing a pay run
- Reporting
- Closing the payroll period
- Processing payroll year end and updates
- Linking to Sage accounts to process Payroll journals
Sage
Sage 50 Accounts Stage 1
Curriculum
- Setting up
- Defaults
- Chart of Accounts (COA)
- Customer and Supplier Records
- Product Records
- Product Categories
Sage
Sage 50 Accounts Stage 2
Curriculum
- Posting
- Customer invoices and credit notes
- Supplier invoicing and credit notes
- Customer receipts and supplier payments
- Invoicing – Adding your logo to invoice and credit note layouts
- How to search for information using filters and find functions
- Correcting mistakes – The audit trail
- Correcting mistakes – The audit trail
- Backups
Sage
Sage 50 Accounts Stage 3
Curriculum
- Posting
- Bank receipts
- Bank payments
- Nominal journals
- Checking
- Bank reconciliation
- Credit Control
- Using the Communications tab correctly
- Credit Control view layouts
Sage
Sage 50 Accounts Stage 4
Curriculum
- How to carry out basic reporting techniques.
- How to run reports to find out what customers owe the company and what monies are owed to suppliers.
- How to use the Excel button for reporting within Sage and completing and submitting a VAT return.
- Get practical experience help and advice on how to produce the best results based on your needs.
Sage
Introduction to the Sage Report Designer
Curriculum
- The report designer layouts
- Database structures
- Designing reports
- Adding logos
- Adding filters and criteria
- Changing text layouts and fields
Sage
Introduction to Excel Integrated Reporting
Curriculum
- Setting up the link between Sage and Excel
- Inserting data ranges
- Using Sage functions within Excel
- Updating data ranges
- Designing reports in Excel
Sage
Sales and Purchase Order Processing modules
Curriculum
- Overview of Sage, navigation and integration
- Setting up customer records
- Setting up supplier records
- Creating sales invoices
- Posting purchase invoices
- Managing customer payments and credit control
- Managing supplier payments
- Reports and statements
- Invoice layout design
Sage
Sage Stock Control
Curriculum
- Creating stock records
- Creating a BOM
- Managing stock in and out
- Stock control for order processing
- Reporting
Sage
Sage Project Control
Curriculum
- Creating projects for job profitability
- Setting up resources
- Booking resources, costs and sales to projects
- Managing multi-level projects
- Reporting
Sage
Sage Payroll
Curriculum
- System setup
- Setting up employees
- Setting up pay elements
- Processing a pay run
- Reporting
- Closing the payroll period
- Processing payroll year end and updates
- Linking to Sage accounts to process Payroll journals
Sage
Sage 50 Accounts Stage 1
Curriculum
- Setting up
- Defaults
- Chart of Accounts (COA)
- Customer and Supplier Records
- Product Records
- Product Categories
Sage
Sage 50 Accounts Stage 2
Curriculum
- Posting
- Customer invoices and credit notes
- Supplier invoicing and credit notes
- Customer receipts and supplier payments
- Invoicing – Adding your logo to invoice and credit note layouts
- How to search for information using filters and find functions
- Correcting mistakes – The audit trail
- Correcting mistakes – The audit trail
- Backups
Sage
Sage 50 Accounts Stage 3
Curriculum
- Posting
- Bank receipts
- Bank payments
- Nominal journals
- Checking
- Bank reconciliation
- Credit Control
- Using the Communications tab correctly
- Credit Control view layouts
Sage
Sage 50 Accounts Stage 4
Curriculum
- How to carry out basic reporting techniques.
- How to run reports to find out what customers owe the company and what monies are owed to suppliers.
- How to use the Excel button for reporting within Sage and completing and submitting a VAT return.
- Get practical experience help and advice on how to produce the best results based on your needs.
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Contact Maximity
If you would like any help or advice on:
- Digital Transformation
- Training (Virtual, In-person, Online)
- Delivered IT strategy
- Driven client success
- Tech crisis recovery
