LESSONS – SAGE 50C PASTEL XPRESS

Sage 50C Xpress Practitioner

SAGE 50C XPRESS COURSES

  • Sage 50C Pastel Xpress Practitioner

What you will cover - Lesson Outline

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 Partner 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

  • Settings
  • 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
  • Restore
  • 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
  • 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

 

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
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