LESSONS – SAGE 50C PASTEL XPRESS PRACTITIONER

Sage 50C Pastel Xpress Practitioner

LESSON STRUCTURE

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

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