Training

Pastel Partner Intermediate

Intermediate / Basic
Option 1: Classroom set-up is available @ $5,250.00 incl. vat
This training is conducted once a month, runs over a period of 5 full days, with a required minimum of 7 students.
Option 2: Self-study is available @ $4,025.00 incl. vat
This option allows the user to complete the training on your own, over a maximum period of 6 months.

Advanced
Option 1: Classroom set-up is available @ $2,950.00 incl. vat
This training is conducted upon request, runs over a period of 3 full days, with a required minimum of 7 students.
Option 2: Self-study is available @ $2,817.50 incl. vat
This option allows the user to complete the training on your own, over a maximum period of 6 months.

Course Outline

Installation

  • Preparing to install
  • Installing and registering Pastel Partner

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 journals

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 Payroll

Classroom set-up is available @ $4,550.00 incl .vat
This training is conducted upon request, runs over a period of 2 full days, with a required minimum of 7 students.
No Self-study available.

Course Outline

Sage Pastel Payroll & HR Level 1 Training (Basic):

  • Fundamental product functions that you have to know.
  • Step-by-step procedures on defining your company setup.
    • Completing Company Setup
    • Setting up Transactions
  • Creating Additional Parameters
    • Creating Cost Centres, Job Codes, Pay Points, Occupations, Bank & Branch Codes
  • Creating Employee Profiles, that will save you time with tedious data capturing.
    • Creating Employee Profiles, Masterfiles and Masterfile Reports
  • The correct procedures for processing payslips
    • Creating payslips
    • Completing Company Setup
    • Setting up Transactions
    • Creating Cost Centres, Job Codes, Pay Points, Occupations, Bank & Branch Codes
    • Creating Employee Profiles, Masterfiles and Masterfile Reports
    • Creating Payslips
    • Setting up Leave
    • Performing the Payroll Run
    • How to process adjustments – Clearing the Run Flags
    • Making Backups of your Company
    • Pay Period Update
    • Processing Cheque and Bank Transfers

Sage Pastel Payroll & HR Level 2 Training (Advanced):

  • Manage Server
  • Import / Export Employee Masterfiles
  • Year-To-Date Totals
  • User Passwords
  • Clock Cards
  • Bat Transactions & Multiple Transaction Manager
  • Learn how to create your own transaction templates and special hourly rates – Defining Transactions/Templates
  • Calculation Totals
  • Create your own formulate for specialized incentive and commission schemes – Rates and Formulas
  • Using the batch facility for doing multiple transaction input and importing files from a clock-card system.

Sage Evolution

Basic Evolution
Option 1: Classroom set-up is available @ $7,950.00 incl. vat
This training is conducted upon request, runs over a period of 5 full days, with a required minimum of 7 students.
All exam fees are included in the course price and written on Saturdays. 
Kindly make your bookings as soon as possible to avoid disappointment.

Option 2: Self-study is available @ $6,037.50 incl. vat
This option allows the user to complete the training on your own, over a maximum period of 6 months

Sage Evolution End User Course Outline

This course will teach you to install, register, navigate and maintain your Pastel Evolution software. Maintaining your software includes creating common databases, backups and master files.

The course will also teach you how to navigate within the software using the system tree, main menu and available shortcuts. After successfully creating your master files, we will explore the General Ledger, as well as customer, supplier and inventory processing and reporting needs via the respective modules.

The Pastel Evolution core modules that will be covered in this course are as follows:
Install and register Sage Evolution

  • Product feature and benefits
  • Install Sage Evolution
  • Create And register a common database

Familiarize yourself with Sage Evolution

  • Log into Sage Evolution
  • Navigate within Sage Evolution
  • Use the help function
  • Use the shortcut keys
  • Set up the common module specifications

Default settings

  • Explain the importance of default settings
  • Set the general ledger defaults
  • Set the accounts receivable defaults
  • Set the accounts payable defaults
  • Set the inventory defaults
  • Set the order entry defaults
  • Set the inventory issue defaults

Create master files

  • Explain the purpose and importance of mater files
  • Create general ledger accounts
  • Create your suppliers
  • Create your sales and purchase order master files
  • Create your inventory
  • Create your customers
  • Take on opening balances

Process suppliers, inventory and customer transactions

  • Process supplier transactions
  • Process inventory transactions
  • Process customer transactions
  • Perform customer, supplier and inventory queries

Process general ledger transactions

  • Understand the concept of accounting
  • Process cashbook batches
  • Perform bank reconciliations
  • Process journal batches
  • Perform general ledger enquiries

Reports

  • Identify the different reports
  • General reports
  • Visual reports

Segmented General Ledger

  • Segmented general ledger rules
  • Register a segmented structure
  • Segmented general ledger default settings
  • Processing in a segmented environment

Segmented inventory

  • Use of segmented inventory
  • Set up of inventory defaults
  • Set up segmented elements
  • Create segmented inventory items
  • Processing and reporting

Year end

  • Reasons to do year end
  • Perform a year end
  • Purge your first year

Sage One Accounting Training outline

Module 1

N$3018.75 Including VAT
Starting Sage One Accounting

  • Sage One Accounting
  • The online help and supporting documentation
  • The sign up process for Sage one Accounting
  • Logging into your company
  • Navigating with in Sage One Accounting

Maintain and administer your Company

  • Maintaining your Companies
  • Creating user and assigning permissions
  • The overview of cycles in accounting
  • Changing your password
  • My profile

Create and maintain your supplier master files

  • Supplier master files
  • Creating your suppliers

Create and maintain your item master files

  • Item master files
  • Creating your items

Create and maintain your customer master files

  • Customer master files
  • Create your customers

Processing supplier and customer documents

  • The different transactions
  • Process supplier transactions
  • Process customer transactions
  • Process with analysis codes
  • Receiving and making payments

Other functionalities

  • Quick views
  • Generate reports
  • Customer statement run
  • The different reports in Sage One Accounting
  • Favorites
  • Losing work

Module 2 (Sold with Module 1)

Maintaining your companies

  • Maintaining your companies

Suppliers, Items and Customers

  • Maintain existing suppliers
  • Adjust supplier opening balances
  • Maintain your items
  • Item adjustments
  • Maintain existing customers
  • Adjust customer opening balances
  • Creating your sales reps

Banking

  • Create your bank accounts
  • Maintain your bank and credit card accounts
  • Adjusting bank and credit card opening balances
  • Banking
  • Reconcile bank and credit card transactions
  • Import your bank statement
  • Automatic bank feeds
  • Manage automatic bank feeds

VAT

  • Setting up company VAT periods
  • VAT returns and reports
  • Processing other VAT related transactions
  • The VAT021 calculation report

Accounts

  • Creating your accounts
  • Accounts reporting groups
  • Adjust account opening balances
  • Sales and purchase accounts
  • Processing journal entries

Processing and editing documents

  • Create your analysis codes
  • Editing documents

The Accountants area

  • The accountants duties
  • The accountants area
  • The accountants reports
  • The trail balance export process

Other functionalities

  • Importing and exporting data
  • Opening balances
  • Creating your assets
  • Budgets
  • Compare reports with budgets
  • The different reports in Sage One Accounting

Sage One Accounting Module 3 – Adviser

N$ 2213.75 Including VAT

  • Become a Sage One Adviser
  • Overview
  • Accountants edition users
  • The company console
  • The accountants dashboard
  • Accountants reports
  • Secretarial information
  • Company roles
  • Stakeholder reports
  • Share capital
  • Time tracking
  • My Business V3 conversion