- Home
- /
- Non-Accredited
- /
- Finance
- /
- Sage 50cloud Pastel Partner Advanced Course (2 days)
Sage 50cloud Pastel Partner Advanced Course (2 days)
Experienced users who get far more out of Sage Pastel Partner – with tighter control, cleaner data and documents and reports built for your business.
Most Sage Pastel Partner users process invoices and payments competently but never touch the functions that save the most time or protect the data: user security, budgets, projects, data integrity checks, document layouts and Report Writer. This two-day Sage Pastel advanced course is for those users.
Day one works through the advanced file and setup functions – consolidating companies, importing and exporting, data integrity, exchanging data with the accountant, users and access rights, entry types and the VAT tax box – followed by budgets, projects, depreciation, accruals, asset purchases, VAT in the general journal and a salaries and wages control account. Day two covers advanced customer and supplier work – multiple delivery addresses, discounts and special prices, returned (RD) payments, bad debts, mail merge, additional cost invoices and imports with customs duty – then housekeeping in the Change and Utility menus, the forms designer, inventory price adjustments and Report Writer.
Every function is practised hands-on, and remote users learn how to send data to and receive it from the accountant safely.
Why this course
For your organisation
- User access rights set so staff see and do only what their role needs
- Budgets and projects tracked inside the accounting system
- Cleaner data through integrity checks and proper housekeeping
- Invoices, statements and reports laid out the way the business needs them
For your delegates
- Functions and shortcuts most users never find
- Confidence with adjustments: depreciation, accruals and bad debts
- Your own document layout and a first Report Writer report
- Hands-on practice on every function
What delegates will be able to do
- Consolidate companies and import and export data
- Run data integrity checks and exchange data with the accountant
- Set up users and access rights
- Capture budgets and set up projects for reporting
- Process depreciation, accruals, asset purchases and VAT in the general journal
- Handle discounts, special prices, returned payments and bad debts
- Process additional cost invoices and imports with customs duty
- Use the Change and Utility menus for housekeeping without losing data
- Customise documents with the forms designer and build a basic Report Writer report
Who should attend
Bookkeepers, accountants and finance administrators who already use Sage Pastel Partner every day, including remote users, and the system administrator responsible for users, data and reports. Delegates should have completed the Partner Intermediate course or have equivalent experience.
Course outline
Day 1 – Advanced file, setup and general ledger functions
Advanced functions in the File menu
- Consolidating companies
- Importing and exporting data
- Data integrity checks
- Sending and receiving accountant data
- Printer and font setup
Users and setup
- Creating users and passwords
- Access rights by menu and function
- Creating a new entry type
- Editing the tax box for VAT reporting
Budgets and projects
- Entering and editing budgets
- Budget versus actual reports
- Setting up and using projects
- Project reporting
Advanced general ledger processing
- Depreciation
- Accruals
- Purchasing an asset
- VAT in the general journal
- Using a salaries and wages control account
Day 2 – Advanced customer, supplier and reporting functions
Advanced customer functions
- Multiple delivery addresses
- Discounts and special prices
- The make-one-for-all feature
- Processing returned (RD) payments
- Accounting for bad debts
- Mail merge
Advanced supplier functions
- Additional cost invoices
- Processing imports with customs duty and VAT
Housekeeping in the Change and Utility menus
- Deleting history and clearing files
- Deleting interactive customers and suppliers
- Open item and balance forward conversions
- Reconciling and unreconciling the cash book
- Renumbering codes and blocking customers or suppliers
- The control centre and Microsoft Office integration
Forms designer and price adjustments
- Customising invoices, statements and other documents
- Adding a logo and extra fields
- Inventory selling price adjustments
Report Writer
- Report Writer syntax basics
- Building a general ledger report
- Saving and reusing reports
How it is delivered
Two days, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20; hands-on in a practice company. Laptops with the software can be supplied on request; workbook and step-by-step notes included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
★★★★★ 4.8 on Google from 790+ reviews · word-for-word quotes from signed letters of reference, from clients on this and/or related BOTI courses
“The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training”
“All training sessions were well-coordinated, professionally delivered, and aligned with our scheduling requirements. We were particularly impressed by the high standard of facilitation and the depth of expertise demonstrated throughout the programmes.”
Frequently asked questions
Can you run this course at our offices?
Yes. Most groups are trained at the client's premises anywhere in South Africa; we can also host it at a BOTI venue or deliver it live online.
Is this official Sage training?
No. BOTI is an independent training provider, not a Sage training partner. Delegates receive a BOTI certificate of attendance.
What should delegates know beforehand?
Day-to-day processing in Sage Pastel Partner: customers, suppliers, the cash book and month-end. Newer users should start with the four-day Partner Intermediate course.
Can we work on our own document layouts?
Yes. Bring examples of the invoices, statements or reports you want to change and the forms designer and Report Writer sessions will use them.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
Can you run this course in Johannesburg, Cape Town or Durban?
Yes. We train on site at your offices in Johannesburg, Pretoria, Durban, Cape Town and across South Africa, at a BOTI venue in Johannesburg, or live online so a team spread over several offices can attend together.
Related courses
Ask a consultant for a written quote
A BOTI consultant emails you a written quote, usually within 15 minutes (Mon–Fri, 08:00–17:00). After hours, we reply on the next working day. To speak to someone now, call 011 882 8853.
Your quote request is for: Sage 50cloud Pastel Partner Advanced Course (2 days)