Does your team need some Sage training to start using it to enhance your operations? Here at The Isobar, we’ll tailor your Sage training to you and your business, meaning you only get effective and memorable teaching. If you’re eager to know the basics before heading to Sage training, we’ve put together a few pointers here to get you started.
Getting Started
Getting started with enjoying the benefits of Sage is efficient and simple. Once you’ve purchased Sage, the software will become instantly available for you to download. Then, all you need to do is complete the registration and activation, and you’ll be ready to get started with Sage training.
You can import your business data from Microsoft Excel straight away, so getting started is easy. The next stages of learning all the ins and outs to streamline your working and get the most from Sage will all be part of your Sage training.
What Can Sage do for You?
When you come along to your Sage training, you’ll learn all sorts of ways that Sage can help your business. To get ahead of the game and start the ball rolling with your Sage training, it’s useful to get to grips with some of the things you can do with Sage up your sleeve.
When you start using Sage, it could be handy to use the built-in to-do lists to help you keep track of your routine bookkeeping duties. To-do lists can also remind you to follow up on memos, make payments, record payments and manage cash flow.
If you want to find out more about your customers, Sage can help you here too. Using the Customer Sales summary, you can find out which customer has purchased the most from your company and whose sales were the most profitable.
Tightening up on Security
As you’ll know, even before you begin your Sage training, data security is of the utmost importance. But, do you know how sturdy your security really is? Sage training with The Isobar will ensure you know how to make your security tight, and before you dive into Sage training, it’s useful to know the basics of how to make sure your data doesn’t go AWOL.
Schedule regular backups at least once a day. To do this, simply select File in the main toolbar, followed by Schedule Backup. Once the Sage Accounts Backup Manager window opens, you can check the current status of your backups, choose how regularly you’d like the backup to take place and select the location of the backup file.
Make the most of File Maintenance, again under File in the main toolbar, to keep a close eye on your data. Simply by clicking Check Data, Sage will analyse for any data problems and alert you to them.
It goes without saying that passwords are so important when it comes to data security. Stay ahead of the game before your Sage training by using the Access Rights feature to set individual passwords and rights for each Sage user within your company.

Shortcuts
As you develop with your Sage training, you’ll likely find that you use these shortcuts more and more, so it’ll be useful to know them before you get started with Sage training.
F1: Brings up the help sheet to give you some pointers on whatever you’re working on at the moment.
F2: Opens the Sage calculator when you’re caught short and you need to quickly check that an invoice adds up correctly.
F3: Opens up the Edit Item Line Window to show the information relating to that particular item on the invoice or order.
F4: Opens a Quick Reference list for the cell you’re working on, such as a calculator for a numerical field or a calendar for a date field.
F5: Opens a currency converter in a monetary field and a spell checker in a text field to make sure all your typing and maths are correct.
F6: Copies the information from the cell above into the current cell you’re working on, for instance when you’re entering a batch of invoices.
F7: Inserts a line above the one you’re working on if you remember something else you need to add in.
F8: Deletes the line you’re working on if you decide you don’t need it after all.
F9: Calculates the net amount of an invoice and the VAT element if you only have the gross amount.
Your Sage Training
When you step into The Isobar for your Sage training, you can expect to learn the ins and outs of Sage that are going to be the most useful for your business and your operations. Our Sage training team use your existing systems and documents to tailor your training to you. Before taking on Sage training with your team, we will explore every inch of your industry and your business so that we can make our Sage training all the more valuable for supporting your growth.
Whether you’ve had any Sage training before or if you’re completely new to Sage, our Sage training classes will steer your team in the right direction. Come in and take a seat at The Isobar for Sage training classes that are bespoke to your business.

