Let Cain & Beer organise software training for you and your staff

At Cain and Beer we can offer you a bookkeeping software training solution that is matched entirely to your needs – regardless of the software package you use.

If you click on the software package logo that you currently use, or would like to use, you will be able to read all about the training we can provide for you.

Should you wish to discuss any of our training packages, you can contact us on 020 3637 4090 or .

We provide 2 levels of Sage Training for our clients, a one day overview and a three-day comprehensive course – below you will find the detail for each course to help you select the right one for you. Alternatively you can contact us on or for further assistance.

Curious? Watch this video to find out more about our Sage Training

One-day Sage training overview

During your one-day training course, you will learn how to use the following modules of the Sage software package:

  • Customer
  • Supplier
  • Banking
  • Company
  • Financial

By the end of the session, you will understand how to set up your customers and suppliers, how to post supplier invoices, raise sales invoices, allocate supplier payments and customer receipts, post bank payments and reconcile the bank, as well as how to produce month-end reports.

The one-day Sage training session is designed to give you a basic overview of how to use this popular accounting software package. If you require a more in-depth approach, then you will definitely benefit from our three-day training course.

Three-day Sage 50 training course

This more intensive Sage training course is broken up into three convenient, manageable sessions, and is structured in such a way that you’ll take to Sage as easy as falling off a ledger! Cain & Beer in London will work with you at a pace you’ll be comfortable with. We aim to keep things serious but light-hearted, so that your experience remains an enjoyable one.

We find that our students absorb more in relaxed situations as opposed to high-intensity ones. We promise that you and your employees will gain a lot from our sessions.

The sessions are usually broken down in the manner described below, although we often customise our training in line with our client’s expectations and training needs.

If there are any specific requirements you have in relation to our training, please don’t hesitate to inform us.

Sage Training Sessions

[1] Supplier Module

Learn how to set up supplier accounts; how to post supplier invoices, credit notes and how to mark supplier invoices as disputed.

[2] Customer Module

You will learn how to set up customer accounts, raise sales invoices or post batch sales invoices.

[3] Banking Module

Learn how to post supplier payments, customer receipts, bank, credit card and petty cash payments and receipts.

[4] Nominal Ledger

Understand about nominal codes and where they belong in your ‘Chart of Accounts’; Director and employee expenses, VAT codes and useful short cuts.

[5] Personalising Bank Accounts and Bank Reconciliation

How to set up bank accounts, bank, credit card and petty cash account reconciliations.

[6] Month-End Reports and VAT Returns

Identify which month-end reports to produce, how to process VAT returns, how to check VAT return information and then how to file online directly from Sage.

Sage.Training.Courses.in.London

Bookkeeper-London-Free-Consultation

Please find below some answers to the top 10 questions we are most commonly asked when it comes to Sage.

Please click on the + to read our answer.

Go into the ‘Bank’ Module and click on ‘Customer’ exactly as you would if you were posting a normal customer receipt. You should enter the same date as the original payment and then ‘pay in full’ the sales invoices and the original receipt. You should then end up with a zero customer receipt amount if you don’t you have done something wrong!

The same process applies to on account supplier payments except this time you would go to ‘Supplier’ in the ‘Bank’ Module.

It’s an extra reference that you can use in a number of ways for example an order number, job specific reference or a unique code for your filing purposes if you file invoices by an internal numbering system.
It depends on which version of Sage you are using but yes it is possible and very simple to do; click on any supplier or customer and then click on ‘Batch Change’. You will then get a blank account record, click on the ‘Credit Control’ page as normal and tick the ‘Terms Agreed’ box and ‘Save’. Say yes to the message asking if you want to make the change to multiple accounts.
It is so important when entering a number of cheques in Sage that you use the paying book page number in the reference box. We know that not everyone works like us though and sometimes it is very hard to work it out. The most recent versions of Sage allow you to highlight various transactions before matching them and on the right hand side a total appears. Hopefully the transactions highlighted will agree to the total showing on the bank statement.
Yes you can as Sage is date specific; you will see a message though every time you post in the next year though. In some versions of Sage you will be able to pause this message but don’t forget to run your year end when you can!
It obviously differs from company to company but the main ones to consider printing are aged debtors, sales day books, sales receipts, aged creditors, purchase day books, supplier payments, bank payments, bank receipts, bank statement, audit trail, trial balance, profit & loss and balance sheet. It is obviously important to remember to only set the date parameters to the month you’re reporting on e.g. 01-01-2013 to 31-01-2013.
Hopefully, you took backups of your Sage data prior to running your year end? If you did you will be able to restore your data to before doing the year end, you can then update the sales invoice to the ledger and run the year end again. It goes without saying that it is so important to make sure that you have posted everything before running the year end and also taken backups. You should only take this action as a last resort and always ensure you have posted every transaction.
You need to go to ‘File’ in Sage and then choose ‘Backup’ and using ‘Browse’ select the location where you want to backup the data. At PCBS we take a backup after every session as standard to a client specific memory stick which we make available to our clients to take off the premises until our next visit. We also label each backup with the last transaction number in Sage so that it is easy to spot the latest dataset.
Close all open modules in Sage and then go to ‘Tools’ and select ‘Company Preference’ and make the changes you need. You will need administrator rights to do this though.
You should post a credit note with exactly the same details to the supplier’s account. You should then allocate one of the invoices to the credit as explain in question 1.
Cain and Beer have undertaken training for my clients and all have commented on the quality of the training and the friendliness of the trainer. Highly recommended.
Joe Hinton
UK Business Mentoring
Very Professional, Informative and made learning enjoyable, I have picked up everything I was taught and would highly recommend using Cain and Beer for training as I have mastered the bookkeeping using Sage in just one training session with only a small amount of knowledge before the training. Thank you so much for making my job easier.
Naomi Beck
Lydden Hill Race Circuit
I have received 2 days Sage training course from Cain and Beer Ltd, and I am very pleased with the service provided. I am now able to use the Sage system to carry out my daily duties accurately.
Dunia Ali
Cordwainers Educational Trust
Paul’s training skills are excellent. He is extremely helpful, and a pleasure to work with. He is both knowledgeable, and extremely professional with the advice and solutions given. When questions were asked, he made every effort to go the extra mile, and ensure I had a full working knowledge and understanding of the software, along with its full features and functionality. His training will help provide a crucial service to our company, and this will be an asset moving forward. I would not hesitate to recommend him, and hope he will be assisting me in the foreseeable future.
Kirstie McIntyre
Accounts Manager / 5Com Limited
We have used Cain and Beer for help with Sage bookkeeping. Paul Cain is knowledgeable on Sage and has been very helpful and patient. No query is too much trouble. The annual Bookkeeping Support is great value for money and it gives great peace of mind.
Sarah French
Financial Controller / IT4Automation Limited
Cain and Beer have introduced us to the world of Sage. We now do all our own accounts, VAT, bookkeeping, payroll, CIS and submissions "in house". We would highly recommend using them. A huge thank you to Paul for all his hard work and continued support!
Clare Hayman
Financial Controller / Technical Building Services Limited t/a Lifestyle
I used Paul, when I needed to transfer all my accounts to Sage, from another accounting package. Paul was very patient in teaching me the new system during the one-to-one training sessions, and I was also able to call on him for help afterwards. I would have no hesitation in recommending Paul.
Sheila Voyce
Partner / FD Voyce & Son

To learn more about Sage training supplied in London by Cain & Beer, please call , or email us at .

Contact us if you sincerely want to improve your Sage Skills.

Xero One to One Training

What’s Covered?

You will receive an in depth master class of how to get the most out of Xero at a pace to suit you; your training will be spread over 6 half days.

The modules that you will learn about are as follows:

Dashboard
An overview of what the dashboard is used for and how you can raise sales invoices, post supplier invoices, enter expenses and reconcile your bank accounts to name a few.

Bank Feeds
If your bank has the option and allows you to upload transactions; you will learn how bank feeds can be entered directly into Xero. This function is a great way of saving time as you won’t have to enter all of your bank transactions manually.

Accounts

Bank Accounts
From here you will be able to enter payments, receipts and reconcile your bank account; if you have Bank Feeds set up you won’t need to enter payments and receipts.

Sales
From this module you will learn how to raise quotes, invoices and credit notes to your customers, import sales invoices from another program as well as send out statements and reminder letters. If you send out the same invoice to your client weekly, monthly, quarterly, half-yearly or yearly will learn how to set up repeating invoices in Xero.

All of these functions can be automated; leaving you to get on with other tasks. You also get a snapshot of which invoices are outstanding.

Purchases
Very similar to the sales module you will learn how to post supplier invoices and credit notes as well as posting repeating invoices and raising purchase orders. As with the sales module you will also be able to import supplier invoices from other programs.

Inventory
This function is effectively the equivalent to stock and it enables you to keep track of your stock items; you will learn how to set up new items with costs and quantities. Again, you will also learn how to import stock items from other software programs.

Expense Claims
You will be taught how to set up an expense claim for you and your staff and how this will appear on your dashboard within Xero.

Fixed Assets
Keeping track of all your fixed assets is easy within this function of Xero and you will be shown how to add new assets and set up depreciations. As with previous functions you will also be able to import your fixed assets from other types of software.

Reports
Probably the most enjoyable part of your training will be producing meaningful reports; you will learn how to run aged debtors, creditors and all the usual financial reports including Profit & Loss, Balance Sheet and Trial Balance to name a few.

Adviser
Within this module you will be able to run extensive management reports including VAT returns, abbreviated accounts, reconciliation reports and annual accounts.

Contacts
In this section of Xero is where you will set up your customers and suppliers.

Settings
Under this part of Xero you will be able to enter all of your organisation details including your invoices and payment methods.

All in all whether you chose the one day overview or the 3 day intensive course you will learn the fundamentals of using Xero. To book your training you can either call us on 01689 768273, email or complete the contact form on our website.

Neetrix accounting software is an online integrated accounting package that’s specifically designed for companies who want to perform their own bookkeeping or accounting. It can be used on an individual basis, or it can be used in tandem with your accountant, should you have one. This means that you will be able to handle most of the day-to-day business of running your accounts with having to contact your accountant every five minutes.

Naturally, you can only get so much out of Neetrix if you do not have the time to understand its functioning completely. If you are new to running a business, or at least running the finances of a business, then it’s unlikely that you’re getting sufficient value from of the package. That is where we here at Cain and Beer come in. We can provide you with Neetrix Training that will empower you to maximise your efficiency when it comes to using this software.

Our training will include:

  • How to deal with quotes and invoices, and how to automate as much of the process as possible
  • Dealing with expenses and purchase orders
  • How to build reports so you can see how well your company is performing
  • How to easily generate VAT returns
  • Setting up your accounts properly, so that your finances run smoothly

By the end of your workshop you will have a much better understanding of how Neetrix works, and how you fully utilise its potential as a key business software. Our workshop facilitators are all trained professionals who have helped countless people just like you to better organise their business accounting, and to best understand the software they use to do just that.

To find out more about the Neetrix training we here at Cain and beer can provide for you, please call us on 020 3637 4090 or email us at

If you’ve chosen QuickBooks as your accounting software, then without proper training you may find yourself feeling a little overwhelmed. QuickBooks is a very popular software, but getting the most out of it without spending hours or even days learning about all it can do can be a struggle.

Allow us here at Cain and Beer to come to your aid. We understand how best to teach you how to hit the ground running when it comes to learning all about QuickBooks. Following our training, you will save yourself both time and money, and you’ll be able to concentrate more on the running of your business.

Your training will include:

  • How to set up QuickBooks in a way that works best for you
  • Different account types, and how to understand your ‘Chart of Accounts’
  • How to create customers, jobs, vendors and forms
  • An introduction to accounting, basic and intermediate
  • How to customise QuickBooks completely

Our course is suitable for people who are new to bookkeeping, or who are new to the QuickBooks software, as well as those who have had some exposure to this popular accounting software and who now want to increase their efficiency.

Our expert facilitators are all fully experienced in all aspects of business accounting, and know the insides and outs of all matters regarding the QuickBooks software packages. If you have any questions you’d like to ask during the time you are with us, our experts will be the right people to solve any queries you may have.

To find out more about the QuickBooks training we here at Cain and beer can provide for you, please call us on 020 3637 4090 or email us at

Join us at Cain and Beer for training with this extremely popular bookkeeping software. Not only will you will be shown how to get the most out of this software, you will also receive coaching in many of the basic aspects of bookkeeping itself.

Our expert bookkeeping trainers will be on hand to answer any questions that you may have, and to give you an overview of why it is important – in business – to keep perfectly balanced books. You will be shown how easy it is to keep on top of your finances by using Clear Books.

Your training will include: –

  • Countless basic accounting ideas
  • What ‘the books’ actually mean
  • How to maintain perfectly balanced accounts
  • How to accurately calculate profit and loss
  • Hands-on work using Clear Books itself

This is a course that’s suitable for people who are new to bookkeeping or to running their own company’s finances. You do not have to have any experience in Clear Books in order to get something out of your time with us, but some exposure to the software would be a help. If you are already adept at using Clear Books, then this course will still have something to offer you, such as giving you the chance to learn better ways of performing accounting tasks when using the software.

To find out more about the Clear Books training you will receive from Cain and Beer, please call us on 020 3637 4090 or email us at

At Cain and Beer we can help you to overcome your difficulties when using accounting software, such as KashFlow. Often, you find yourself forced to take control of your company’s finances, despite having no accounting training or experience whatsoever. You are then so busy helping run your company that you seldom find the time to learn how to use KashFlow properly.

We can help you to get the most out of this software, and to save time by learning faster and easier ways of dealing with bookkeeping matters.

Your training will include:

  • Using the KashFlow software
  • All you need to know about bookkeeping basics
  • The concept of bookkeeping and how it works
  • How to perfectly maintain your company’s accounts
  • How to understand how much money you have coming in and going out

This course is suitable for people who do not have a great deal of bookkeeping experience or training, whether they are using KashFlow or some other software. You do not necessarily have to have any experience in using KashFlow, although at least some knowledge of the software and what it can do would be of help.

If you are an experienced KashFlow user then you will still find this course to be of use, as you will learn new and more effective ways of using the software to your company’s advantage.

To find out more about the KashFlow training we here at Cain and beer can provide for you, please call us on 020 3637 4090 or email us at

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