LECTURER S INFORMATION PACK

Transcription

1 INTEGRATED ACCOUNTING SYSTEMS 2009/2010 LECTURER S INFORMATION PACK THE INFORMATION PACK COVERS THE FOLLOWING INFORMATION: 1. TRAINING FOR LECTURERS P.2 2. IAS SOFTWARE P IAS EXAM/GRADES&CERTIFICATIONS/COMPENSATION P NEW IAS EXAM PAPERS CORRECTION P.6 5. TIME COMMITMENT TO COVER THE PROGRAMME P.6 6. IAS WORKBOOK / IAS SEMINARS P.7 APPENDICES: 7. USEFUL CONTACT DETAILS P IAS SOFTWARE REGISTRATION DETAILS P TAS BOOKS 2 INSTALLATION AND REGISTRATION GUIDE P SAGE LINE 50 INSTALLATION AND REGISTRATION GUIDE P SAGE QUICKPAY INSTALLATION AND REGISTRATION GUIDE P SAGE QUICKPAY MULTI COMPANY SET-UP GUIDE P IMPORTANT DATES P IAS QUESTIONNAIRE P TRAINING SESSIONS BOOKING FORM P.20 1

2 1. TRAINING FOR LECTURERS Accounting Technicians Ireland will be holding two separate training sessions for IAS Lecturers/Course Coordinators in Dublin and in Belfast. Republic of Ireland training session is scheduled for Saturday, 26 th September 2009 and Northern Ireland session will be held on Saturday, 3 rd October Lecturers/Course Co-ordinators who wish to attend should complete the relevant booking form attached at the back of this Information Pack. 2. IAS SOFTWARE Again this year TAS/SAGE Software is providing the software for the Integrated Accounting Systems module. TAS/SAGE Software is striving to improve the level of technical support offered to colleges. A dedicated Sage Ireland Technical Support Team, headed up by Sarah O Neill and Lydia Coakley can be accessed through a direct telephone line. This support team will consist of highly trained members of staff who will have a good working knowledge of the IAS exam. IAS TAS ROI/ IAS SAGE ROI/IAS SAGE NI This year we are giving colleges an option between two packages: IAS TAS (ROI version only) and IAS Sage (ROI and NI version). These packages vary in the Accounting Package in use: IAS TAS ROI study package covers: 1. Accounting software: TAS Books 2 2. Payroll software: Sage Quickpay MS Excel 2

3 IAS SAGE ROI study package covers: 1. Accounting software: Sage Line Payroll software: Sage Quickpay MS Excel IAS SAGE NI study package covers: 1. Accounting software: Sage Line Payroll software: Sage Payroll UK MS Excel IAS SOFTWARE PROVIDED IS: 1. Accounting Package: TAS BOOKS 2 V. 8, SAGE LINE 50 V Payroll Package: SAGE QUICKPAY 2009 (ROI), SAGE PAYROLL UK 2009 (NI) 3. MS Excel 2003 Sage Ireland will only provide support for their software with Windows XP or later. This software was sent to colleges in July/August Please contact Accounting Technicians Ireland if you have not received the software by now. College students who would like to practice the IAS software at home can purchase the IAS software from Accounting Technicians Ireland web site. 3

4 3. IAS EXAM The IAS exam can be carried out at any time during the month of March and April 2010 but not beforehand. There will be two different IAS exam papers available. The lecturer should choose which of the exam papers will be completed at any specific exam sitting, ensuring that no two groups sit the same exam paper. Please note that the April sitting is considered as a repeat sitting. There will be one repeat IAS exam papers available. Lecturers should provide Accounting Technicians Ireland with a list of students sitting the IAS exam in before Friday, 5 th of February Exam materials (lecturer CD with the IAS exams and solutions, student CDs with IAS exam set-ups and the memory stick) will be couriered to college coordinators in the week commencing Monday, 22 nd February IAS EXAM STRUCTURE Each college should notify students with details of the IAS Exam time, date and venue. Students are permitted to bring the following into the IAS exam: pens, pencils, rubber, ruler, correction fluid, and calculator. No other material can be brought into the exam or used during the exam. This includes any notes, manuals, past exams, etc. Mobile phones are specifically banned from the exam venue. It is permissible to use the help function within Sage Quickpay (ROI), Sage 50 Payroll (NI), Tas Books 2, Sage Line 50 and MS Excel during the exam if required. No other software (e.g. training or tutorial software) can be used during the course of the exam. Students are required to write their name and Accounting Technicians Ireland student number clearly on the front of the IAS exam paper before commencement of the exam. 4

5 The duration of the IAS exam is 3 ½ hours. Printing can be carried out after the 3 ½ hour period, but no changes can be made to the students exam after that time. It is the responsibility of the supervisor to manage this. All printouts, the exam back-up and the exam paper are required to be given to the exam supervisor before the student exits the exam venue. All printouts and the exam back-up should include the students name. It is the responsibility of the student to ensure that all relevant material has been collected by the supervisor before they exit the exam venue. Supervision of the IAS exam can be carried out by the IAS lecturer or any other suitable supervisor. It is advised that the IAS lecturer and any other technical support person deemed necessary be present during the exam. Under no circumstances should the exam be shown to the student before the commencement of the exam itself. The IAS moderator, PJ Wall can be contacted at any time regarding a query in relation to any of the above procedures. GRADES AND CERTIFICATIONS Students must obtain a 70% grade to pass the exam. Any student who obtains a grade of less that 70% is allowed to re-sit the exam within April All repeat exam printouts, marking schemes and back-ups should be returned to Accounting Technicians Ireland on or before Friday, 15 th May 2010 for external moderation. Students who miss the re-sit date will need to re-sit the exam in March or April

6 COMPENSATION It is not possible to compensate IAS. All students must achieve at least 70% to pass this subject. FINAL AWARD DETERMINATION This subject will be included in the classification and determination of the final award. Thus the final award will be determined by an average of the four second year subjects, subject to conditions. 4. IAS EXAM PAPERS CORRECTION All exams, including printouts should be returned to Accounting Technicians Ireland for correction within three days of completion of exam. This year all IAS exam papers will be corrected by the Examiner appointed by the Accounting Technicians Ireland. In case of any failures, colleges will be notified with provisional student exam results. If a student has failed the IAS exam in March 2010 then the college should organise the second IAS sitting in April Should they be unsuccessful in the April IAS exam, the next sitting will be in March Colleges may release provisional results to students in March/April, however please note that all results are subject to approval by the Examination Board and official results will be issued to students in July TIME COMMITMENT TO COVER THE PROGRAMME Completion of course work approximately (This includes Simulation Project and Past Exams) Completion of Exam Time total (approximately) 40 hours 3.5 hours 43.5 hours 6

7 6. IAS WORKBOOK / IAS SEMINARS IAS WORKBOOK The IAS manual is produced covering the entire IAS course comprehensively, incorporating Sage Quickpay (ROI), Sage Payroll UK (NI), TAS Books 2, Sage Line 50 and MS Excel. There are three versions of the IAS manual: IAS TAS ROI, IAS SAGE ROI and IAS SAGE NI. The Accounting Technicians Ireland manual for IAS TAS and IAS SAGE will be available to purchase on the web site for all students from 1 st of September. IAS lecturers will receive a complimentary copy of the relevant workbook in September. IAS SEMINARS This year Accounting Technicians Ireland is running an IAS Seminar on two dates: Saturday, 12 th December 2009 and Saturday, 27 th February These seminars take place only in Dublin and are a full-day revision session. Both seminars will cover the complete IAS syllabus. The closing date to book a place for the first seminar is 1 st of December 2009 and the deadline to apply for second seminar is 8 th February

8 7. USEFUL CONTACT DETAILS TAS and Sage Technical Support Team TAS Technical Support Tel: Option 2 Fax: Law-call: support@tassoftware.ie Web site: Accounting Technicians Ireland account number N10612 Sage 50 Technical Support Tel: options 2, 1, 1 Fax: support@sage.ie Web site: Accounting Technicians Ireland account number N10612 Sage Payroll Technical Support (UK& IRL) Contact Lisa Walsh or Robert Gallagher Tel: (IRL) or (NI) Choose options 2, 2, 1 Fax: pye@sage.ie Web site: Accounting Technicians Ireland account number N

9 Gosia Lakoma/Naomi McGrath, Accounting Technicians Ireland Tel: Fax: PJ Wall, IAS Moderator Tel:

10 8. IAS SOFTWARE REGSTRATION DETAILS Sage Line 50 v. 15 Activation key: MCYGJLD Serial number: V Company name: Accounting Technicians Ireland TAS Books 2 V. 8 Activation key: J5DAJ-URDWR-XWZ23-CEZ7W Serial number: Company name: Accounting Technicians Ireland Sage Quickpay 2009 Activation key: OFC Serial number: CHL Company Name: Accounting Technicians Ireland Sage Payroll UK 2009 Activation key: MSXOGCG Serial number: I (Please note that the first letter in serial number is capital I for Ireland) Company name: Accounting Technicians Ireland 10

11 TAS Books Installation and Registration Guide 1. On your workstation make sure that you have full read/write access. Log in as Administrator if using Windows Vista or Windows XP. 2. Insert the TAS Books 2 CD into the CD ROM Drive. The Install Shield Wizard will start up. 3. When the Welcome screen appears click Install Product, then Install TAS Books 2. Click Next. 4. The Installshield wizard screen appears, click next. Say yes to the Licence Agreement and say yes to the Licence Agreement again. 5. The Choose Destination Location screen appears. 6. This is where the TAS Books 2 Program Files will be installed. Accept the default location, C:\TAS Books 2, by clicking Next. 7. The Select Program Folder screen will appear. Click Next. 8. The Installation will begin and the appropriate files are copied from the CD. 9. The system will prompt you to place a Shortcut Icon on your Desktop. Choose Yes. 10. When the installation has finished, you will be asked to restart your computer. Click Finish to restart your computer and remove the CD from the CD drive. 11. The TAS Books 2 Program Files have now been copied onto the local disk drive and you are ready to begin. 12. Double click on your TAS Icon on the desktop, the TAS Books Setup wizard will appear click next. 13. In 1 User Options: Choose I wish to use TAS Books on this computer only 14. in 2 Data Location: Choose my data will be stored on this computer 15. Click next 16. Enter the Serial Number: Enter the Licence Name: Accounting Technicians Ireland 18. Click next and choose I want to activate TAS books now 19. Click next enter the Activation Key: J5DAJ-URDWR-XWZ23-CEZ7W 20. Click next if valid click ok then Finish 11

12 Sage 50 Accounts Installation and Registration Guide 1. On your workstation make sure that you have full read/write access. Log in as Administrator if using Windows Vista or Windows XP. 2. Insert the Sage 50 Accounts CD into the CD ROM Drive. The Install Shield Wizard will start up. 3. When the Welcome screen appears click Install, 4. The Installshield wizard screen appears, click next. Say yes to the Licence Agreement and say yes to the Licence Agreement again. 5. The Accounts Setup appears. 6. This is where the Sage 50 Accounts Program Files will be installed. Click the Standard Install, then click on Next. 7. The Start Copying Files screen will appear. Click Next. 8. The Installation will begin and the appropriate files are copied from the CD. 9. The system will prompt you to place a Shortcut Icon on your Desktop. Choose Yes. 10. When the installation has finished, you will be asked to restart your computer. Click Finish to restart your computer and remove the CD from the CD drive. 11. The Sage 50 Accounts Program Files have now been copied onto the local disk drive and you are ready to begin. 12. Double click on your Sage 50 Accounts Icon on the desktop, the Sage 50 Accounts Setup wizard will appear, click on Set-up a new company, click next 13. This will bring you into 8 screens where you have to provide your company details (this information will be provided to you by your lecture), to move to the next screens click on next. 14. In Page 7 of the Company Set-Up wizard, you will be asked to enter serial number and activation key: Serial Number: V029791, Activation Key: MCYGJLD 15. Click next if valid click ok then Finish 12

13 Quickpay Installation and Registration Guide 1. On your workstation make sure that you have full read/write access. Log in as Administrator if using Windows Vista or Windows XP. 2. Insert the Quickpay CD into the CD ROM Drive. The Install Shield Wizard will start up. 3. When the Welcome screen appears click Install Product, then Install Quickpay. Click Next. 4. The Installshield wizard screen appears, click next. Select I Agree to the Licence Agreement, then click next. Choose the Full Installation option if prompted. The Choose Destination Location screen appears. 5. This is where the Quickpay Program Files will be installed. Accept the default location, C:\Program Files\Quickpay, by clicking Next. 6. The Select Program Manager Folder screen will appear. Click Next. 7. The Start Installation screen will appear. Click Next. The Installation will begin and the appropriate files are copied from the CD. 8. The system will prompt you to place a Shortcut Icon on your Desktop. Choose Yes. 9. Click Finish to complete the installation and remove the CD from the CD drive. 10. Double click on your Quickpay Icon on the desktop, the Quickpay Enter Licence Details wizard will appear. 11. Enter the Licence Name: Accounting Technicians Ireland and press the tab key 12. The Serial Number: CHL will appear 13. Enter the Activation Key: OFC118238, then click Licence 13

14 Quickpay Multi Company Set-Up Guide It is important to remember that all company names, serial numbers and activation keys are case sensitive. Serial numbers and activation keys for the case studies provided are as follows: Company Name Company Serial No. Activation Key Accounting Technicians Ireland A CHL OFC Mulhall Transport Limited B XPG AQW77910 Premier Limited C IRG QYF28158 Raymondo Limited D XCH BEZ26352 Serial numbers and activation keys which can be used for your own case studies are as follows: Company Name Company Serial No. Activation Key TOT Limited E DLP93527 MTP10038 Extra Limited F TLT AXV18505 LOTR Limited G RYI BJR22162 Kefol Limited H SJM ULL18500 Thistle Limited I VKV QER28116 MT Limited J AVX91923 JCA10634 Setting up the first Company When logging in for the first time you will be directed to the following screen: 14

15 Enter the company name and Activation key given for Company A above and select license. This will bring you to the Quick pay Login Screen. The user name for all case studies is Manager and the password is Pass. The relevant Company ID from the previous page must also be entered. This will bring you to the Sage Quickpay Menu. Once you have logged on to Sage Quickpay you can enter the Company Details by following the Company Setup option in the toolbar. 15

16 Setting-up Subsequent Companies There are two ways to set up subsequent companies. You can log in using a new Company ID by clicking on the Quickpay Icon that is on your desktop. Login using Manager, Pass and the new Company ID letter. This will bring you to the following screen: Select License New Company Name and enter the Company Name and Activation Key as provided. When completed you must select Create Company. Alternatively, you can create a new company name while remaining logged in to Sage Quickpay. This is done by selecting Log In from the main toolbar. Select Log In to another Company from the drop down menu. Follow the instructions to take a back-up of the current company dataset. This will bring you back to the Quickpay Login screen from where you can log in with a new Company ID and set up the new Company. 16

17 13. IAS IMPORTANT DATES: 26 th September 2009 ROI IAS Training session 3 rd October 2009 NI IAS Training Session 12 th December 2009 IAS Seminar 1, Dublin 5 th February 2010 closing date for sending the IAS students list to Accounting Technicians Ireland 8 th February students closing date for submitting IAS registration formsexam applications 22 nd February IAS exam papers available to colleges 27 th February IAS Seminar 2, Dublin 1 st - 31 st March IAS exam first sitting 1 st 30 th April IAS exam second sitting 17

18 IAS QUESTIONNAIRE 1. NAME (PLEASE SPECIFY YOUR POSITION: LECTURER OR COURSE CO-ORDINATOR) 2. COLLEGE NAME: 3. IAS PACKAGE USED IN (please tick appropriate box) IAS TAS ROI IAS SAGE ROI IAS SAGE NI 4. IAS PACKAGE IN USE IN (please tick appropriate box) IAS TAS ROI IAS SAGE ROI IAS SAGE NI 5. DID YOU HAVE ANY TECHNICAL DIFFICULTIES WITH INSTALLING/USING THIS PACKAGE LAST YEAR? 6. IF ANY, PLEASE SPECIFY WHAT KIND OF DIFFICULTIES YOU EXPERIENCED 7. HOW WOULD YOU ASSESS ACCOUTING TECHNICIANS IRELAND SUPPORT? EXCELLENT GOOD FAIR POOR 8. HOW WOPULD YOU ASSESS SAGE IRELAND TECHNICAL SUPPORT? EXCELLENT GOOD FAIR POOR 9. HOW COULD WE IMPROVE THE SERVICE AND ASSIST YOU WITH YOUR WORK ON THIS MODULE? (Please use additional paper if required) 18

19 10. IAS COURSE DETAILS FOR (Please complete the appropriate information if you are the lecturer and all information if you are the course co-ordinator) PART TIME COURSE - HOW IS IAS TIMETABLED (E.G 1 LECTURE PER WEEK FOR 3, 2 LECTURES ETC...) - LECTURER NAME AND CONTACT DETAILS ( MOBILE NUMBER AND/OR ADDRESS - PLEASE GIVE CONTACT DETAILS OF THE PERSON IN CHARGE OF THE PART-TIME CLASSES FULL TIME COURSE - HOW IS IAS TIMETABLED (E.G 1 LECTURE PER WEEK FOR 3, 2 LECTURES ETC...) - PLEASE GIVE CONTACT DETAILS OF THE PERSON IN CHARGE OF THE FULL-TIME CLASSES Thank you for completing the questionnaire. Your feedback helps to improve the cooperation between the colleges and Accounting Technicians Ireland. Please submit this form to Gosia Lakoma by glakoma@accountingtechnciansireland.ie or by post to Burlington House, Burlington Road, Dublin 4 19

20 INTEGRATED ACCOUNTING SYSTEMS 2009/2010 IAS TRAINING SESSIONS BOOKING FORM Name: Telephone no: College/Institute: Please tick the appropriate session: ROI NI (TAS ROI, Sage ROI, Sage Quickpay) (SAGE NI, Sage Quickpay) 26 th September 2009, rd October 2009, Accounting Technicians Ireland, Belfast Radisson SAS Hotel Burlington House, Burlington Road The Gasworks, 3 Cormac Place Dublin 4 Ormeau Road, BT7 2JB Please return this form before Monday, 14 th September 2009 by post, fax or to: Gosia Lakoma Executive Administrator Accounting Technicians Ireland, Burlington House, Burlington Road, Dublin 4 Fax: glakoma@accountingtechniciansireland.ie 20