Pastel Workshop Option 2

Pastel Partner Version 11 Intermediate – 4 Days

R 4999.00

Course Outline

Installation

  • Preparing to install
  • Installing and registering Pastel Partner Version 11

Working in the Demo Company

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

Creating a New Company

  • Setting up a company
  • Using the Pastel setup assistant

Auto Setup

  • Auto Setup menu
  • Auto Setup process

Edit Masterfiles

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

 

Take On Balances

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

Introduction to Processing

To do lists

Notes on processing

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

Pastel Partner Version 11 Processing – 2 Days

R 2999.00

Course Outline

Working in the Demo Company

  • Open a Company in Pastel
  • Navigate in Pastel using the four navigation methods

Edit Masterfiles

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

Introduction to Processing

  • To do lists
  • Notes on processing

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

  • Reference numbers
  • Settings
  • Processing in the payments cash book
  • Inter – Account transfers
  • Processing in the receipts cash book
  • Processing petty cash transactions

Monthly Processing

  • Customer monthly processes
  • Supplier monthly processes
  • Other monthly processes
  • Inter Account transfers
  • Processing in the receipts cash book
  • Processing petty cash transactions

Pastel Partner Version 11 Advanced – 2 Days

R 2999.00

Course Outline

Advanced Functions in the File Menu

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

Advanced Functions in the General Ledger

  • User Setup
  • Creating a new entry type, editing the tax box
  • Layout, budgets
  • Cost codes
  • Depreciation
  • Accruals
  • Purchase of an asset
  • Tax in the General Journal
  • Importing a bank statement in the bank reconciliation
  • 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
  • Business Intelligence Centre overview
  • ACT! overview

Pastel Bank Manager

  • A way to ease cash book processing
  • Setup
  • Processing in bank manager

Pastel Cash Manager

  • Keeping control of customer payments
  • Installing Cash Manager
  • Setting Up Cash Manager
  • Processing in Cash Manager

Compacting the database