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What Will I Learn?
This comprehensive training course will give you the knowledge and skills necessary to perform a bookkeeper to trial balance function using Pastel Partner.
Entrance Requirements
Learners need to meet the following prerequisites before attending this course:
- Bookkeeping NQF Level 3 qualification or Standard 8/Grade 10 Bookkeeping.
- Computer Literacy at NQF Level 3 or Standard 8/Grade 10 Computer Literacy.
- Mathematical Literacy or Standard 8/Grade 10 Mathematics.
If a learner is not yet competent in the required prerequisites then he/she must first complete the relevant courses before enrolling for this course. Should we find a student on one of our courses that do not meet the prerequisites they will be asked to leave and the course fee will be forfeited.
Course Overview
1. Installation lecture
- Preparing to install.
- Installing and registering Pastel Partner.
2. Working in the Demo Company lecture
- Open a company in Sage Pastel Partner.
- Navigate in Sage Pastel Partner Version 12 using the four navigation methods.
3. Creating a New Company lecture
- Setting up a company.
- Using the Sage Pastel Partner setup assistant.
4. Auto Setup lecture
- Auto Setup menu
- Auto Setup process
5. Edit Masterfiles lecture
- Edit General Ledger.
- Edit Suppliers.
- Edit Inventory.
- Edit Customers.
6. Supplier Processing lecture
- Create a purchase order.
- Goods received notes.
- Supplier invoices.
- Return and debit.
- Supplier journal.
7. Customer Processing lecture
- Create a quotation.
- Sales orders.
- Tax invoices.
- Credit notes.
- Debit notes.
- Customer journals.
8. Cash Book Processing lecture
- Settings.
- Processing in the cash book.
- Inter – Account transfers.
9. Monthly Processing lecture
- Customer monthly processes.
- Supplier monthly processes.
- Other monthly processes.
- Processing in cash book.
10. Take on Balances lecture
- Taking on General Ledger balances.
- Taking on Customer balances.
- Taking on Supplier balances.
- Taking on Inventory balances.