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