Pastel Partner / Evolution – Intermediate Course

Pastel-imageThe 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)evo_premium_evo2012

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 CompanyPastel-image 1

  • Setting up a company
  • Using the Pastel Partner setup assistant.

Lesson 4: Auto Setup

  • Auto setup menu
  • Auto setup process

Pastel xpress-bigLesson 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