Sage 50Cloud Pastel Xpress Course


Lesson 01 – Installation

Preparing to install

Installing and registering Pastel Xpress


Lesson 02 – Working in the Demo Company

Open a company in Pastel

Navigate in Pastel Xpress using the four navigation methods


Lesson 03 – Creating a New Company

Setting up a company

Using the Pastel setup assistant


Lesson 04 – Auto Setup

Auto Setup menu

Auto Setup process


Lesson 05 – Edit Masterfiles

Edit General Ledger

Edit Suppliers

Edit Inventory

Edit Customers


Lesson 06 – Take On Balances

Taking on General Ledger balances

Taking on Customer balances

Taking on Supplier balances

Taking on Inventory balances


Lesson 07 – Introduction to Processing

To do lists

Notes on processing


Lesson 08 – Supplier Processing

Create a purchase order

Goods received notes

Supplier invoices

Return and debit

Supplier journal


Lesson 09 – Customer Processing

Create a quotation

Sales orders

Tax invoices

Credit notes

Debit notes

Customer journals


Lesson 10 – Cash Book Processing


Processing in the cash book

Inter – Account transfers


Lesson 11 – Monthly Processing

Customer monthly processes

Supplier monthly processes

Other monthly processes

Processing in cash book


Lesson 01 – Advanced Functions in the File Menu

Consolidating companies

Export / Import

Data integrity


Send and receive accountant data

Printer / font setup


Lesson 02 – Advanced Functions in the General Ledger

User Setup

Creating a new entry type, editing the tax box

Layout, budgets

Cost codes



Purchase of an asset

Tax in the General Journal

Importing a bank statement in the bank reconciliation

Using a salaries and wages control account


Lesson 03 – 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


Lesson 04 – Advanced Supplier Functions

Additional cost invoices

Processing invoices with customs tax


Lesson 05 – 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


Lesson 06 – Advanced Functions in the Utility Menu

Control centre

Microsoft Office integration


Lesson 07 – Other Advanced Functions

Forms designer

Inventory selling price adjustment

Business Intelligence Centre overview