SAGE Pastel

 

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Sage Pastel accounting software helps business owners to focus on what really matters and provides a streamlined accounting and managements process.

  • Accredited qualifications
  • Recognised locally and worldwide

 

Sage Pastel Course Outline

The course includes the following content:

Installation

  • Preparing to install
  • Installing and registering Sage Pastel Partner Version 14

 

Working in the Demo Company

  • Open a company in Sage Pastel Partner Version 14
  • Navigate in Sage Pastel Partner Version 14 using the four navigation methods

 

Creating a New Company

  • Setting up a company
  • Using the Sage Pastel Partner Version 14 setup assistant

 

Auto Setup

  • Auto Setup menu
  • Auto Setup process

 

Edit Masterfiles

  • Edit General Ledger
  • Edit Suppliers
  • Edit Inventory
  • Edit Customers

 

Supplier Processing

  • Create a purchase order
  • Goods received notes
  • Supplier invoices
  • Return and debit
  • Supplier journal

 

Customer Processing

  • Create a quotation
  • Sales orders
  • Tax invoices
  • Credit notes
  • Debit notes
  • Customer journals

 

Cash Book Processing

  • Settings
  • Processing in the cash book
  • Inter – Account transfers

 

Monthly Processing

  • Customer monthly processes
  • Supplier monthly processes
  • Other monthly processes
  • Processing in cash book

 

Take On Balances

  • Taking on General Ledger balances
  • Taking on Customer balances
  • Taking on Supplier balances
  • Taking on Inventory balances

The course includes the following content:

Advanced Functions in the File Menu

  • Consolidating companies
  • Export / Import
  • Data integrity
  • Send and receive accountant data
  • Printer / font setup

 

Advanced Functions

  • User Setup
  • Creating a new entry type
  • Editing the tax box
  • Budgets
  • Projects
  • Depreciation
  • Accruals
  • Purchase of an asset
  • Tax in the General Journal
  • Using a salaries and wages control account

 

Advanced Customer Functions

  • Multiple delivery addresses
  • Discounts and special prices
  • Make one for all feature
  • Processing an RD cheque
  • Accounting for bad debts
  • Mail merge feature

 

Advanced Supplier Functions

  • Additional cost invoices
  • Processing invoices with customs tax

 

Advanced Functions in the Change Menu

  • Delete history / clear files
  • Delete inactive Customers / Suppliers
  • Open item / balance forward conversions
  • Reconcile / unreconcile cash book
  • Renumber codes
  • Block Customers / Suppliers assistant

 

Advanced Functions in the Utility Menu

  • Control centre
  • Microsoft Office integration

 

Other Advanced Functions

  • Forms designer
  • Inventory selling price adjustment

 

Sage Pastel Report Writer

  • Identifying the different syntaxes
  • General Ledger Report Writer

The course includes the following content:

  • Installation
  • Working in the Demo Company
  • Creating a New Company
  • Auto Setup
  • Edit Master files
  • Take On Balances
  • Introduction to Processing
  • Supplier Processing
  • Customer Processing
  • Cash Book Processing
  • Monthly Processing
  • Take on Balances

 

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