Sage Live Training | Online Training Courses and Workplace Training

Interactive & Rewarding Sage Live Training

To ensure your organisation gets the most from all Sage Live has to offer, itas has developed a wide range of courses that can be tailored to suit your individual needs. Delivered over one to two days, our courses follow a syllabus designed to provide expert information as well as practical training. Ensuring you leave the session with skills you will actually use.

We choose our expert trainers for their personality and enthusiasm, so you can be sure that the whole experience will be engaging and rewarding.


Plus, all our training plans have been approved by our TAP accredited trainer.

We’re always happy to help at itas, so if you’re if your want to discuss what will best suit your needs, get in touch and one of our friendly team will advise you.

Our courses can be delivered in the comfort of your own office or via a virtual classroom, so you can learn from your own systems and data.

Sage Live Virtual Classroom Training

We know the flexibility that running a business demands, so our specialist trainers deliver instructor led sessions online as well as in person.

Our virtual classrooms are just as great as our physical ones, the only difference is that you join us from the comfort of your own desk! You can expect a vibrant and engaging session that will keep you on your toes.

Taking a full day out of work can be hard, so our online sessions are delivered in shorter blocks. Allowing you to deliver your day job, and become a Sage Live Wiz!

Sage Live Workplace Training

Get the team together, gather round and prepare to learn lots! Our instructors love nothing more than seeing the faces of those they are helping.

Our onsite training takes course over a full day. There is no extra cost for additional attendees and you choose the dates that suit you. This is great for teams, for those that want to learn using their own Sage Live.

We always find that the team feel of Workplace training encourages collaboration and ideas! Prepare to leave the day with a head full of Sage Live knowledge and a thirst for more!

Sage Live Training Courses

Sage Live Basic User Training

The Sage Live Basic User training consists of 5 key areas:
An introduction to Sage Live – Here you will understand the concept, be introduced to dimensions, tags and posting rules as well as learning how to navigate the Sage Live system.
Sales Ledger – Here you will learn how to add and pay a sales invoice, how to convert sales invoices into credit notes, how to add customers and basic sales reporting.
Purchase Ledger – Here you will learn how to add and pay a purchase invoice, how to convert a purchase invoice in credit notes, how to add supplies, basic purchase reporting and payment processing.
Nominal Ledger – Here you will learn how to enter journals, how to create manual journals and basic nominal reporting.
Cash Book – Finally, you will learn about bank reconcilliation.

Sage Live Reporting Training

Sage Live Reporting Training consists of 3 key areas:
Introduction to Reporting in Sage Live – Here you will start by understanding different report types, adding totals and fields, filters and charts, how to create a report from scratch, how to create a ledger entry report and how to customise aged debt reports.
Intermediate Reporting in Sage Live – Here you will learn how to edit report types, create buckets, add calculations, define data structures, add cross filters, basic ledger analysis, how to create dashboards, how to add conditional formattting, report security and report scheduling.
Advanced Reporting in Sage Live – Finally, you will learn about Sage intelligence reporting, custom Sage reporting for Excel and advanced ledger analysis.

Sage Live Super User Training

A basic user level of competency is expected for the Sage Live Super User Training
WIthin the training you will be learning the following:

  • How to add nominal accounts and understanding ledger structure
  • How to add dimension tags and how they are managed
  • Currencies and exchange rates and how to maintain these on an ongoing basis
  • Revaluation of Sales and Purchase ledger
  • Month end procedures and period management
  • Standard imports of transactions and accounts
  • Explanation of user permissions, profiles and roles
  • Workflows and authorisation rules

Velocity Sage Live Training

If you are looking for an exciting, affordable solution for Sage Live training, look no further.

Introducing Velocity Sage Live training! A subscription based training platform offering bi-weekly training webinars, various training materials such as Sage Live help guides and Sage Live interactive videos and access to our Sage Live forum, right at your fingertips! With easy access through our website, you don’t have to leave the comfort of your office and you can rest easy knowing that you can train and learn at your own pace.