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WorksheetsTraining Manual Cover Page
Total questions: 64
Worksheet time: 32mins
According to the Supplier Dashboard description, which menu path should you use to access it in Sage Business Cloud Accounting?
Home > Supplier Dashboard
Reports > Supplier Dashboard
Home > Customers > Supplier Dashboard
Settings > Supplier Dashboard
According to the page, what does the Supplier Balances — Days Outstanding graph show?
A list of all items purchased from each supplier
A graph of suppliers that you still owe money to, also known as an age analysis
A pie chart of your top suppliers by purchase volume
A printable statement of each supplier’s account
According to the Item Dashboard instructions, how do you access this function in Sage Business Cloud Accounting Practitioner?
Click on the Home menu option followed by the Item Dashboard option
Open the Reports menu and select Inventory Summary
Navigate to Settings and enable Inventory Dashboard
Click on Sales, then choose Top Items
What is the primary purpose of the Top Purchased Items pie chart shown on the Item Dashboard?
To display the items with the highest selling prices
To show a pie chart of all your top items that you have purchased, indicating what your customers need the most
To compare supplier lead times for each inventory item
To display obsolete items with zero movement
According to the training material, which widget “summarises your bank account activity and gives you an option to import your bank statement,” always displays your current balance, and shows the date of your last bank statement import?
Income vs. Expenses
Banking
Profit and Loss
Financial Reports
According to the My Workspace description in Sage Accounting, what is the primary purpose of the icons displayed on the Workspace page?
To entertain users with animations
To quickly link users to the most important features in the software
To show advertisements for add-on services
To permanently lock the dashboard layout
You want the Workspace in Sage Accounting to show only the functions you use most and to modify the text that appears for each icon. Based on the page, which actions are supported on the Workspace?
You can customise the Workspace to include only needed functions and rename the heading and details for each icon.
You can only change the background color; icon labels cannot be edited.
You must use the default dashboard with all icons and cannot customise it.
You can remove all icons permanently but cannot add them back.
According to the Demonstration on customizing your workspace, what color is the tick button you click to save after renaming or adding a description to an icon?
Green
Blue
Grey
Orange
Only users have the option to choose the dashboard they want to display when logging into Sage Accounting. To access this function, which sequence should you follow from the banner bar?
Administration > Preferences
Reports > My Details
My Profile > My Profile button
Company > Settings
On the My Profile > Preferences tab, which setting specifies the number of rows to display when working with bank transactions, bank statements, journals and draft invoices?
Number of Rows to show in List Grids
Default Dashboard to display
Email Communications
Number of Rows to show in Transaction Grids
In the Menu bar section, which Home submenu option would you select to access the workspace where you can customize icons such as Dashboard, Create an Invoice, and Customer Receipts?
Customer Dashboard
Item Dashboard
My Workspace
Financial Dashboard
In the Customers...Lists menu, which option displays a list of all your current sales reps?
List of Customers
List of Sales Reps
Customer Categories
Customer Quotes
According to the Customers...Transactions table, what happens when you produce a quote in Sage Business Cloud Accounting?
The system updates quantity and sales statistics immediately because a sale is recorded.
The customer is invoiced automatically on the quote's expiry date.
The customer can accept the quote up to the specified expiry date, but no sale or statistics update occurs until an order or invoice is processed.
Stock is reserved automatically for the customer without any further action.
In Sage Business Cloud Accounting, which Transactions sub menu function should you use to acknowledge a customer's payment and issue them a receipt?
Customer Credit Notes
Customer Receipts
Allocate Receipts
Customer Write-Offs
A customer refuses to pay the outstanding invoice and later goes out of business. Which specific function does Sage Business Cloud Accounting indicate you should use to handle the amount owing?
Allocate Receipts
Customer Adjustments
Customer Credit Notes
Customer Write-Offs
In Sage Accounting, what is the purpose of the Customers > Special submenu option "Adjust Opening Balances"?
To edit customer names and contact details at any time
To change opening balance fields after transactions have been processed
To delete all past transactions for a customer
To generate a customer statement report
According to the page, which statement best explains the role of the Time Tracking add-on and where you can learn more about it?
It automates supplier payments; details are in the Suppliers e-learning course
It tracks time and ensures you get paid for it; learn more in the Sage Accounting Time Tracking e-learning course
It optimises the debt collection process; learn more in the Debtors Manager webinar
It creates new supplier masterfiles; learn more in the Add a Supplier guide
In Sage Business Cloud Accounting, which Suppliers...Lists sub menu option "displays a list of all your current supplier master files"?
Supplier Categories
List of Suppliers
Supplier Invoices
Supplier Purchase Orders
According to the Suppliers...Transactions explanations, what is the primary purpose of entering a Supplier Purchase Order into the system?
To update on-hand quantities immediately
To record an actual purchase and update purchase statistics
To have a record of the order placed with the supplier; it does not record an actual purchase
To automatically create and allocate a supplier payment
A company receives defective items from a supplier and returns them. Based on the Suppliers...Transactions descriptions, which consequence is expected when processing a Supplier Return?
The amount owed to the supplier increases and on-hand quantity increases
The purchase order converts to an invoice without data entry
The amount owed to the supplier decreases and on-hand quantity decreases by the returned quantity
The system allocates payments against the supplier invoice automatically
In Sage Accounting, what is the purpose of Supplier Adjustments within the Transactions sub menu?
To reconcile bank statements with supplier invoices
To increase or decrease a supplier balance by affecting another account
To create new supplier master records
To automatically email supplier statements
When processing supplier adjustments in Sage Accounting, how is VAT handled according to the guidance shown?
VAT is ignored for adjustments and only used for invoices
VAT is entered only when the adjustment reduces a balance
VAT is entered at the point of the original transaction, and supplier balances increase or decrease with the VAT-inclusive amount
VAT is entered only when paying suppliers via Banks and Credit Cards
Which Suppliers…Reports option would you use to analyse purchase orders by supplier?
Supplier Purchase Orders
Purchases by Supplier
Supplier Purchase Orders by Suppliers
Supplier Transactions
In the Suppliers…Special menu, what is the purpose of the "Adjust Opening Balances" function?
To edit supplier contact information at any time
To change the opening balance after transactions have been processed
To delete supplier records with outstanding balances
To export supplier lists to CSV
In the Items menu, selecting "Add an Item" will most directly allow you to do which of the following?
Open a new item masterfile
View a list of current item categories
Create a bundled item code for invoicing
Access supplier opening balance adjustments
According to the Lists sub menu under Items, why do bundled items speed up invoicing?
They automatically apply discounts to duplicate items
They allow entering one code that loads multiple invoice lines
They sort items into categories for faster search
They prefill customer addresses on invoices
In the Items...Transactions menu, what happens to the cost price when you purchase items, according to Sage Accounting?
It remains fixed at the original opening cost price
It adjusts using average costing each time you purchase items
It increases only when quantities on hand decrease
It is recalculated only at month-end
Which option in the Items...Special submenu allows you to change item codes quickly in a grid?
Adjust Item Opening Balances
Renumber Item Codes
Adjust Item Selling Prices
Item Movement
A user created an item with an opening balance and processed transactions. They now need to change that opening balance. Which function should they use?
Edit the item record directly
Adjust Item Opening Balances in the Special menu
Item Adjustments in the Transactions menu
Item Listing report
Which report specifically values items by taking current cost and quantity on hand into account?
Item Movement
Item Valuation
Item Listing
Sales by Item
In the Banking menu of Sage Accounting, what happens when you click on Add a Bank or Credit Card?
It opens a list of current bank and credit card categories
It opens a new bank or credit card masterfile
It imports bank statements automatically
It displays item bundle quantities and default price list value
Which Lists sub menu option in the Banking section lets Sage Accounting automatically complete the type of transaction and account, customer or supplier selection based on recognized descriptions during bank and credit card processing?
List of Banks and Credit Cards
Banks and Credit Cards Categories
Quick Entry Rules
Bank Statement Mapping Rules
Bank Statement transactions can be automatically mapped using a description found in your banking. According to the Lists sub menu explanation, which field should you enter text into so the system can map to this description, and what flag takes preference if multiple matches are found?
Enter text in the Bank Description field; Priority Match takes preference
Enter text in the Search Bank Statement Description column; Search Priority takes preference
Enter text in the Statement Memo field; Auto-Match takes preference
Enter text in the Mapping Rules Note field; Primary Rule takes preference
In Sage Business Cloud Accounting, which Banking…Reports item specifically shows the cash inflows and cash outflows by the type of transaction?
List of Banks and Credit Cards
Bank and Credit Card Transactions
Cash Movement
Cash Flow
You have already processed transactions on a bank account record but now need to modify its opening balance. According to the Banking…Special menu, which function should you use?
Edit the bank account fields directly in the original record
Delete all processed transactions and re-enter the opening balance
Adjust Bank and Credit Card Opening Balances
Reconcile Banks and Credit Cards
In Sage Accounting, which Lists sub menu option displays a list of all your current account master files?
Item Accounts
List of Accounts
Account Reporting Groups
Adjust Account Opening Balances
According to the Important information note, how can accounts be grouped within Account Reporting Groups on financial statement reports?
Accounts can be grouped with any other accounts regardless of category
Accounts can only be grouped with other accounts in the same category
Accounts must be grouped with accounts that have zero opening balances
Accounts can only be grouped after transactions have been processed
According to the Accounts…Reports menu, what does the Account Listing report provide?
A list of all account transactions
A summary of accounts information
A breakdown of the budget created
Audit information for journals
In the Accountant’s Area, which report is specifically used to verify that debit and credit transactions balance across all accounts for a selected period?
Profit and Loss
Balance Sheet
Trial Balance
Budget Report
A business wants to capture depreciation on an asset without affecting customers, suppliers, or the bank account. Based on the guidance provided, what is the correct action to take in Sage Accounting?
Enter a supplier invoice and mark it as capital expenditure
Process a journal entry
Record a bank payment and reconcile later
Use the Journal Entries Report to post the depreciation
Which report shows when transactions were created, edited, and deleted for a specified period?
Opening Balance and VAT Adjustments
Audit Trail
System Audit Trail
VAT Returns and Reports
In the VAT sub menu, what is the purpose of the VAT Returns and Reports screen?
To assign transactions to specific date ranges
To adjust the amount of VAT owed or due
To assign transactions to VAT periods
To calculate only output VAT
According to the VAT Adjustments description, processing an adjustment to input VAT will _______.
increase the amount of VAT you owe
decrease the amount of VAT you owe
have no impact on VAT owed
be excluded from the VAT report
How does Sage Accounting determine whether you are due a VAT refund, according to the VAT Payments and Refunds summary?
If output VAT is higher than input VAT
If input VAT is higher than output VAT
If VAT adjustments are excluded from the report
If transactions are assigned by date range
In Sage Accounting, where can you select a variety of reports to print, and what additional delivery option is noted?
In the Reports menu; reports can be emailed from your company
In the Dashboard; reports can be exported only to PDF
In the Banner bar; reports can be faxed automatically
In the Workspace; reports can be shared only via link
According to the Reports menu table, which option specifically states it "displays all the details about the assets in your company"?
Accounts
Asset Report
Financial Statements
Budget Report
A user needs to view the breakdown of the budget they created. Which Reports menu option should they choose?
Accountant’s Reports
Budget Report
VAT
Sales and Purchases
According to the "Other" reports list, which report is described as a formal record or log detailing all the financial transactions of the company?
To Do List
Audit Trail
System Audit Trail
Company Notes
You are preparing to print invoices for customers in Sage Accounting. Based on the Company menu guidance, what is the most appropriate action to ensure your company details appear correctly on documents?
Use Open and Manage Companies to add a new company later
Skip company settings because invoices do not use them
Select Change Company Settings to add your details used on documents
Only add notes in Company Notes and Attachments
On a dashboard widget, which symbol would you use to minimize the view without closing the widget?
Minus icon
Circular arrow icon
X icon
Table icon
You want to update the data displayed in a dashboard widget without changing its format. Which widget symbol should you select?
Chart icon
Refresh (circular arrow) icon
Close (X) icon
Minimize (minus) icon
A user needs to compare figures side-by-side instead of viewing a graphical representation in a dashboard widget. Which action best meets this need?
Click the Close (X) icon to remove the widget
Use the Minimize icon to hide the widget temporarily
Switch the display format from chart to table
Refresh the widget using the circular arrow icon
In Sage Accounting, which user type are you if you created a company?
Owner of the company
Regular user
Company accountant
Guest user
Which Administration option allows you to limit user access to different companies?
Manage Users
Control User Access
Change Password
My Profile
A user wants to ensure unauthorised people cannot access company data by setting a password required to open the company. Which option should they select?
Logout
My Profile
Change Password
Manage Users
In the Banner bar, which option allows you to jump between different companies and also provides an Add Company choice if the desired company isn’t displayed?
Company Settings (gear icon)
Select company (with More… and Add Company)
Help (question mark icon)
My Profile
According to the My Profile Billing Information screen, which item is explicitly listed under Current Package for the example account?
Number of Warehouses
Number of Companies: 2000
Number of Time Tracking Licenses: 5
Debtors Ageing Method
A user needs to email support about a query and also wants a quick tour of the product. Based on the Banner bar descriptions, which icon should they click first, and why?
Company Settings (gear icon), because it stores company details used on documents
Contact Support (telephone icon), because it opens Online Help Guides
Help (question mark icon), because it opens Online Help Guides and a quick tour plus a link to email support
My Profile, because it contains registration and license details
In the My Profile section under the Billing Address and Contact Details tab, which field is explicitly labeled under Product Referral Reference?
VAT Number
Sage Training
Product Referral Reference
Unique Support Reference
According to the instructions below the first My Profile screenshot, what happens as soon as you update your company details and save?
The Unique Support Reference is generated
The changes will be emailed to Sage
Your password is automatically reset
Your banking widget is updated
On the My Details tab of My Profile, what requirement is specified for the Email field when changing your Username and Password?
It must match the Invoice To name
It must be left blank to enable Change Email
It must be a valid email address as the login Username
It must include your VAT Number
In the Preferences tab of My Profile, what setting controls the number of rows to display when viewing customers, suppliers, items, invoices, and any other lists?
Transaction Grids
List Grids
Email Communications
Default Dashboard
According to the My Profile > Preferences screen, which option allows you to choose what appears when you log in?
Send Me Emails checkbox
Number of Rows to show in List Grids
Default Dashboard to display
Number of Rows to show in Transaction Grids
A user wants to receive marketing and product information emails from Sage. Based on the Preferences screen, what should they do?
Increase the Number of Rows to show in List Grids
Select the Default Dashboard as My Workspace
Check the Send Me Emails check box
Set Transaction Grids rows to 10
