Pastel Advanced

Course Outline for Sage Pastel Partner Advanced:

Training material that will be used for this course includes prescribed Sage Pastel Advanced training manual.

Duration: 25 – 30 hours

**Each Delegate will receive their own Pastel Demo CD and educational code valid for 6 months

Lesson 1: Advanced functions: File menu

  • Consolidating companies
  • Export / Import
  • Data Integrity
  • Send and Receive Accountant Data
  • Printer / Fonts Setup

Lesson 2: Advanced functions

  • User Setup
  • Creating a new Entry Type
  • Editing the Tax Box Layout
  • Budgets
  • Projects
  • Depreciation
  • Accruals
  • Purchase of an asset
  • Tax in the general journal
  • Using a salaries and wages control account

Lesson 3: Advanced Customer functions

  • Multiple delivery addresses
  • Discount and special prices
  • Make One for All feature
  • Accounting for bad debts

Lesson 4: Advanced Supplier functions

  • Additional cost invoices
  • Processing invoices

Lesson 5: Advances functions in 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
  • On Hold Assistant

Lesson 6: Advanced function Utility menu

  • Microsoft Office Integration

Lesson 7: Other advanced functions

  • Forms Designer
  • Forms Assistant

Lesson 8: Connected Service

  • Mobility
  • Sage Pay
  • My Customers` Zone
  • Pay Now

Lesson 9: Inventory

  • Inventory selling price adjustment
  • Inventory count procedure

Lesson 10: Year End

  • What the Year End does
  • Preparing to run the year end
  • Year end check list
  • Running the Year End Assistant

Exam Preparation


On Completion of the course, each delegate will do the official Sage Pastel Intermediate exam.

Duration:           2 hours

Pass rate:         75%

Method:            Online exam

Results will be communicated immediately on completion by Pastel

Certificates to successful candidates will be issued electronically by Sage Pastel