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AAT LEVEL 2 COMPUTERISED ACCOUNTING EXAM: Sage Print Outs

gizmoogizmoo New MemberRegistered Posts: 13
I have my my AAT level 2 Computerised accounting test next week.

I do not have access to the sage software for practice beforehand. I am learning through a local college and will not have time beforehand to travel though as I live rather far from from the college to practice. I have had 3 sessions on sage and I feel I am ready to have a stab at the exam. However I was not permitted to print out anything other than a nominal ledger once. So have not had practice on this.

I would appreciate any advice and guidance on the print outs required. I have typed out list of ways to get the print outs asked for I have come across in my practice papers I have tried so far.

Sage Print Outs I am more certain about:

Customer activity report
-click customer
-click reports icon
-click Customer Activity (summary or detailed) report

Supplier activity report
-click supplier
-click reports icon
-Click Supplier Activity (summary or detailed) report

Trial balance
-click company
-click financials
-click Trial Icon to bring up trial balance then print

Bank reconciliation print out
-complete the reconciliation
-view the reconciliation screen
-click on the print option

Sales day book (customer invoices)
-click on customer
-click reports icon
-click Day Book folder
-Click option summary or detailed sales day book (customer invoices) report

Purchase day book (supplier invoices)
-click supplier
-click reports icon
-click day book folder
-click suitable option and if summary or detailed report

Purchase returns day book (supplier credit notes)
-Click supplier
-click report
-click day book folder
-click suitable option and if detailed or summary report

Customer credit sales returns report
-click customer
-click report
-click day book folder
-click suitable option and if detailed or summary report

Statement of account
-click customer
-make sure customer asked for by Q is highlighted
-click statement and print

However I am not 100% certain on the following print outs any advice/guidance

*** Most marks from this print out****
Nominal ledger accounts, showing all transactions within each account
-nominal activity โ€“ excluding no transactions report
-click ? What do I click here is it company?
-click ? What do I click here-is it report?
-click nominal activity report
-click nominal activity โ€“ excluding no transactions

To generate An Aged Trade Payables analysis is the below correct?
-click on suppliers
-click on Aged Creditors Analysis detailed report

How do I generate An Aged Trade receivables analysis?

When asked for Sales ledger accounts (customer accounts) showing all transactions within each account is it a Customer activity report I print out?

When asked for Purchase ledger accounts (supplier accounts) showing all transactions within each statement is it a Supplier activity report I print out?

How do print out a customer list?
How do you print out a supplier list?

Thank you in advance for any help :)
Ral4yyrrriiiaaa

Comments

  • angmcangmc Feels At Home Registered Posts: 73
    You could download a free trial version of Sage for some practice beforehand.
  • CeeJaySixCeeJaySix Well-Known Registered Posts: 645
    Gizmoo,

    You're pretty much right on all counts, including your nominal ledger report. Afraid I can't tell you how to print a customer or supplier list off the top of my head, will try and remember to look on Monday. But everything in Sage is fairly self explanatory - navigate to the section you want (ie. receivables will be from the customers screen (just realised that was one of your questions, receivables exactly the same as payable but from customers rather than suppliers), nominal accounts will be from the company -> nominal screen etc), hit reports, and browse until you find the one you want. You can preview each report before printing so it's a quick process to check you're printing the right thing!

    Sorry there's no specific answers there but hopefully it puts your mind at rest a little - just preview, if it's not right, try the next one!
  • gizmoogizmoo New Member Registered Posts: 13
    Thank you for the advice angmc, could you or someone kindly inform me where I can download a trial version from? I have tried but not been successful and only downloaded a canadian version previously which I then deleted.
  • gizmoogizmoo New Member Registered Posts: 13
    Thanks, CeeJaySix for helping me and answering two of my questions.
  • CeeJaySixCeeJaySix Well-Known Registered Posts: 645
    Just a quick note on the nominal ledger (and in fact I think all reports) - the reports are generated for the accounts you have highlighted on the screen at the time - if you've got nothing highlighted, hit the swap button at the bottom to select all accounts before running the report process.

    If I get two minutes tomorrow I'll try to look for the report for customer and supplier lists, although I imagine it's obvious I've never done it.
  • vyas2210vyas2210 Just Joined Registered Posts: 6
    Hi,

    The customer and supplier accounts are the activity reports (better to use the detailed ones)

    I have my exam tomorrow morning, good luck!
  • angmcangmc Feels At Home Registered Posts: 73
    If you go to the Sage website you'll find the trial options on there. I don't think it's an actual download, it's an online practice thing.
  • gizmoogizmoo New Member Registered Posts: 13
    GOOD LUCK vyas2210!!
  • gizmoogizmoo New Member Registered Posts: 13
    customer and supplier print outs found

    Thanks for all the advice guys. Below is how you do customer/supplier lists. Found couple of youtube videos demonstrating been very helpful. Now to spend time (when I get some time to myself) on reading bit for section 2 of the paper for my exam Wednesday

    How do print out a customer list?
    -click customers
    -click reports
    -click customer detail reports folder
    -click customer list
    -click preview
    -ensure all customers listed
    -print report

    How do you print out a supplier list?
    -click suppliers
    -click reports
    -click supplier details reports
    -click supplier list
    -preview supplier list
    -ensure all suppliers are lists
    -print report
  • CeeJaySixCeeJaySix Well-Known Registered Posts: 645
    Looked today, on the bottom of the customers and suppliers screens there's a button to 'print list'...might save you a few seconds!
  • gizmoogizmoo New Member Registered Posts: 13
    When asked to generate An Aged Trade receivables analysis, is this An Aged Debtors Analysis detailed report I print out?
  • CeeJaySixCeeJaySix Well-Known Registered Posts: 645
    Yep, just different terminology. Trade receivables = trade debtors, Trade payables = trade creditors.
  • gizmoogizmoo New Member Registered Posts: 13
    Passed!

    I just logged into MyAAT and have just read that I'm classed as Competent for Computerised Accounting. Thanks to those who replied to my posts.
  • RobClarkeRobClarke Experienced Mentor Registered Posts: 820
    gizmoo

    How long did it take for you to get the results?
  • gizmoogizmoo New Member Registered Posts: 13
    gizmoo

    How long did it take for you to get the results?

    Not long, about 7 days as my tutor marked the exam as soon as she could so everyone knew the results.

    Good Luck if you are waiting for your results! :)
  • amurrayamurray Feels At Home Registered, MAAT, AATQB Posts: 302
    Hi Gizmoo - I'm about to start revising for CMPA and was wondering would you say in general its pretty easy?

    Also any helpful tips? :)

    Cheers
    Andy
    MAAT, AATQB, FIAB, MICB PM.Dip.
    Completed AAT in March 2020
    Currently Studying: CIMA 'Operational Level'
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