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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
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
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
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
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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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
