The next step to your career in Bookkeeping! This comprehensive training course will give you the knowledge and skills necessary to perform a bookkeeper to trial balance function using Pastel Partner.
What is the aim of the course?
If you use Pastel and want to improve your skills, or if you have a basic understanding of bookkeeping and want to learn how to apply this knowledge to a computerised system, this course is for you.
Who should attend?
If you want to improve your skills using Pastel Xpress software, this course is for you.
Pastel Intermediate – Course Outline (5 days)
Lesson 1: Installation
- Preparing to install
- Installing and registering Pastel Partner
Lesson 2: Working in the Demo Company
- Open a company in Pastel
- Navigation methods
Lesson 3: Creating a New Company
- Setting up a company
- Using the Pastel Partner setup assistant.
Lesson 4: Auto Setup
- Auto setup menu
- Auto setup process
Lesson 5: Edit Masterfiles
- Edit General Ledger
- Edit Suppliers
- Edit Inventory
- Edit Customers
Lesson 6: Supplier Processing
- Create a purchase order
- Goods received notesl
- Supplier invoices
- Return and debit
- Supplier journal
Lesson 7: Customer Processing
- Create a quotation
- Sales orders
- Tax invoices
- Credit notes
- Debit notes
- Customer journals
Lesson 8: Cash Book Processing
- Settings
- Processing in the cash book
- Inter-Account transfers
Lesson 9: Monthly Processing
- Customer monthly processes
- Supplier monthly processes
- Other monthly processes
- Processing in cash book
Lesson 10: Take On Balances
- Taking on General Ledger balances
- Taking on Customer balances
- Taking on Supplier balances
- Taking on Inventory balances