Short Course

Sage Pastel Partner Training

DURATION

4 weeks (detailed training from bookkeeping to trial balance)

FORMAT

Instructor-led training with structured hands-on activities.
Group-paced classroom sessions or online training options.
Practical exercises in a demo company environment.

CERTIFICATION

Participants must complete an online assessment within 6 months of the training.
A Certificate of Competence in Sage Pastel Partner will be awarded to learners who achieve a minimum of 75% in the assessment

ADMISSION

Bookkeeping qualification at NQF Level 3 or higher, or Grade 10/Standard 8 Bookkeeping.
Basic computer literacy and mathematical literacy at NQF Level 3/Grade 10.
Alternatively, Pastel Fundamentals, a recognised accounting qualification, or passing a prerequisite assessment

Build Your Career in Leadership with Business Management N6

ABOUT THIS COURSE

The Sage Pastel Partner Training Course provides learners with the practical knowledge and skills required to perform bookkeeping and accounting functions using the Sage Pastel Partner software. The course covers day-to-day transactions, month-end processes, and the preparation
of accurate financial reports, making it suitable for individuals and organisations that rely on Sage Pastel Partner for their accounting needs

TARGET AUDIENCE
  • Clerks, bookkeepers, and administrators who process financial transactions.
  • Individuals with bookkeeping knowledge who wish to learn Sage Pastel Partner.
  • Professionals who want to improve their Pastel Partner skills.
  • Business owners and managers who oversee financial processes

Learning Outcomes & Key Topics

  • Install and set up Sage Pastel Partner.
  • Create and manage companies using the software.
  • Edit master files, including customers, suppliers, inventory, and accounts.
  • Process supplier, customer, and cash book transactions.
  • Manage monthly processing and take-on balances.
  • Generate accurate reports for financial decision-making.
  • Apply bookkeeping knowledge effectively in a computerised accounting environment
  • Installation and setup of Sage Pastel Partner
  • Creating and managing a company file
  • Working in the demo company and auto setup
  • Editing master files (customers, suppliers, inventory, general ledger)
  • Supplier, customer, and cash book processing
  • Monthly processing and reconciliation
  • Viewing and optimising financial data
  • Financial reporting and sundry optimisation
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