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Resources for teachers (and students) of bookkeeping and accountancy
Initial self-assessment of skills in using Sage
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Initial self-assessment of skills in using Sage

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Relevant for students of AAT Level 2 Using accounting software. Simple self assessment for users of their previous experience in using Sage software. Contains sixteen questions. To be used and analysed at start of the unit.
Invoice input exercise for Sage
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Invoice input exercise for Sage

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Relevant to students of AAT Level 2 Using Accounting Software. This activity requires users to set up a new company, amend General Ledger account names, and input by Journal the owners Capital Introduction. The main tasks then are to create 4 Supplier records and input 6 purchase invoices, followed by 5 Customer records, and 6 sales invoices. Users can then self check a Trial Balance. Useful as a reinforcement or extension activity.
Opening balances activity for Sage
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Opening balances activity for Sage

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Relevant for students of AAT Level 2 Using accounting software. This activity requires the user to set up a new company, enter and code 5 customer records, and 4 supplier records, each with opening balances. Further activity requires account names to be amended, and general ledger opening balances to be entered. The last task requires the Trial balance to be self checked by the user. Useful as reinforcement or as an extension activity.
Bank reconciliation activity for Sage
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Bank reconciliation activity for Sage

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Relevant for AAT Level 2 **Using accounting software **unit. Good as demonstration, short reinforcement, or extension activity (textbooks often only offer this activity as part of a larger and long project). The exercise requires students to set up a company, enter bank payments and receipts, calculate the initial difference between bank statement and Sage, reconcile transactions and produce a report. It is appropriate for use after initial guidance on these steps. Can be self checked by students as the calculation should agree with the report.