Prerequisites: Pastel Fundamentals, OR a recognized accounting qualification OR a pass on a pre-requisite assessment
Overview: Students will be introduced to Pastel Partner 2009 and learn concepts and procedures unique to Pastel Partner.
Duration: 3 days
Lesson 1: Installation
- Preparing to install
- Installing Pastel Express 2009
- Registering Pastel Express 2009
Lesson 2: Working in the Demo Company
- Open a company in Pastel
- Navigate in Pastel using the four navigation methods
Lesson 3: Creating a New Company
- Setting up a Company
- Using the Pastel Setup Assistant
Lesson 4: Setup Menu
Lesson 5: Edit Master files
- Edit General Ledger
- Edit Suppliers
- Edit Inventory
- Edit Customers
Lesson 6: Take on Balances
- Preparation
- Taking on General Ledger Balances
- Taking on Customer Balances
- Taking on Supplier Balances
- Taking on Inventory Balances
Lesson 7: Introduction to Processing
Lesson 8: Supplier Processing
- Create a Purchase order
- Supplier Invoices
- Return and Debit
- Supplier Journals
Lesson 9: Customer Processing
- Create a Quotation
- Sales Orders
- Tax Invoices
- Credit Notes
- Debit Notes
- Customer Journals
Lesson 10: Cash Book Processing
- Reference Numbers
- Settings
- Processing in the Payments Cash Book
- Processing in the Receipts Cash Book
- Inter Account Transfers
- Processing in the Petty Cash Book
Lesson 11: Monthly Processing
- Customer Monthly Processes
- Supplier Monthly Processes
- Other Monthly Processes
- Inter Account Transfers