Sage Pastel

This comprehensive training course will give you the knowledge and skills necessary to perform a bookkeeper to trial balance function using Sage 50c Pastel Partner.

How to install, register, navigate and maintain your Pastel Partner software. Learn to edit General Ledger, Inventory Suppliers and Customers accounts, process Customers, Suppliers and Cash Book transactions and generate reports for monthly processes. Added advanced features are also part of the 5 days training in our Cape Town classroom, virtual instructor-led or onsite training offerings

Course Content:

• Installing Sage50Cloud Pastel

• Working in a Demo Company

• Creating a new Company

• Using Auto Setup

• The Edit Menu – Customers, Suppliers, Inventory and General Ledger

• Creating and Editing Accounts and Inventory

• Processing – Supplier, Customer, Cash Book and Journals

• Second Month Processing

• The View Menu – reports

• Sundry Optimization – correcting errors, scheduled invoices, Take On Balances, Financial Reports, Bank Reconciliation Statement

Advanced Add-On Modules:

• Advanced Functions: File Menu

• Advanced Processing: User setup, Entry Types, Tax Box layout, Budgets, Projects, Depreciation, Accruals, Purchasing an Asset, Tax General Journal

• Advanced Customer Functions

• Advanced Supplier Functions

• Advanced Functions in the Change Menu

• Advanced Functions in the Utility Menu

• Other Advanced Functions: Forms Designer, Forms Assistant

• Inventory price adjustments and count procedure

• Year End: preparation, checklists and running the Year End assistant