Prerequisites: Pastel Fundamentals, OR a recognized accounting qualification OR a pass on a pre-requisite assessment
Overview: Students will be introduced to Pastel Partner and learn concepts and procedures unique to Pastel Partner.
Duration: 2 days
Lesson 1: Advanced Functions in the File Menu
- Consolidating Companies
- Export / Import
- Data Integrity
- Restore
- Send and Receive Account Data
- Printer / Font Setup
Lesson 2: 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 Weges Control Account
Lesson 3: Advanced Customer Functions
- Multiple Delivery Addresses
- Discounts and Special Prices
- Make One for All Feature
- Processing and RD Cheque
- Accounting for Bad Debts
- Mail Merge Feature
Lesson 4: Advanced Supplier Function
- Additional Cost Invoices
- Processing Invoice with Customers Tax
Lesson 5: Advanced Functions in Change Menu
- Delete History / Clear Filers
- Delete Inactive Customers / Suppliers
- Open Item / Balance Forward Conversions
- Reconcile / Unreconcile Cash Book
- Renumber Codes
- Block Customers / Suppliers Assistant
Lesson 6: Advanced Functions Utility Menu
- Control Centre
- Microsoft Office Integration
Lesson 7: Other Advanced Functions
- Forms Designer
- Inventory Selling Price Adjustment
- Business Intelligence Centre Overview
- ACT! Overview
Lesson 8: Pastel Bank Manager
- Introduction
- Processing in Bank Manager
Lesson 9: Other Advanced Functions
- Introduction
- Installing Cash Manager
- Setting up Cash Manager
- Processing in Cash Manager
- Compacting the Database