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Sage Pastel Certified Administrator (PCA)

Sage Pastel Certified Administrator (PCA) Course

This comprehensive training course covers the basic bookkeeping terms and concepts. You will be Introduced to basic bookkeeping documents and how to use them in a manual accounting system. The course will also give you the knowledge and skills necessary to perform a bookkeeper to trial balance function using Pastel Partner.

Purchase in Taxco Shop now by clicking on the Link below:
Sage Pastel Partner - Pastel Certified Administrator (PCA) Course

Entrance Requirements

Learners need to meet the following prerequisites before attending this course:

1. Bookkeeping NQF Level 3 qualification or Standard 8/Grade 10 Bookkeeping.

2. Computer Literacy at NQF Level 3 or Standard 8/Grade 10 Computer Literacy.

3. Mathematical Literacy or Standard 8/Grade 10 Mathematics.

If a learner is not yet competent in the required prerequisites then he/she must first complete the relevant courses before enrolling for this course. Should we find a student on one of our courses that do not meet the prerequisites they will be asked to leave and the course fee will be forfeited.

Target Learners

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.

Duration

This is a six day (48 hour) course.

Delivery Methods

The delivery methods include self study and facilitated workshops.

Assessment

There are no assessments for this course

Course Outline

Bookkeeping Concepts

This lesson will familiarise you with the different types of accounts, the double entry system, Trial Balance, Income Statement, Balance Sheet and types of companies.

Dealing with Cash, Customers and Suppliers

In this lesson you will have an understanding in completing and recording receipts, deposit slips, cheques and EFT payments. Working with the Cash Book, posting journal transactions to the General Ledger, completing VAT returns, completing purchase orders and briefly explore customer credit policies.

Petty Cash and Customer Processing

This lesson will show you how to work with petty cash, draw accounts as well as petty cash withdrawals, balancing and processing the sales journal.

Bank and Stock

This lesson will help you to understand the bank statements, the inventory, the quotation, sales order and fill in a tax invoice.

Value Added Tax

This lesson will explain what VAT is, how to register for VAT, how to cancel a registration, and how to do your tax periods.

Installation

    Preparing to install
    Installing and registering Pastel Partner Version 11

Working in the Demo Company

    Open a company in Pastel
    Navigate in Pastel Partner using the four navigation methods

Creating a New Company

    Setting up a company
    Using the Pastel setup assistant

Auto Setup

    Auto Setup menu
    Auto Setup process

Edit Masterfiles

    Edit General Ledger
    Edit Suppliers
    Edit Inventory
    Edit Customers

Take On Balances

    Taking on General Ledger balances
    Taking on Customer balances
    Taking on Supplier balances
    Taking on Inventory balances

Introduction to Processing

    To do lists
    Notes on processing

Supplier Processing

    Create a purchase order
    Goods received notes
    Supplier invoices
    Return and debit
    Supplier journals

Customer Processing

    Create a quotation
    Sales orders
    Tax invoices
    Credit notes
    Debit notes
    Customer journals

Cash Book Processing

    Settings
    Processing in the cash book
    Inter - Account transfers

Monthly Processing

    Customer monthly processes
    Supplier monthly processes
    Other monthly processes
    Processing in cash book

Advanced Functions in the File Menu

    Consolidating companies
    Export / Import
    Data integrity
    Restore
    Send and receive accountant data
    Printer / font setup.

Advanced Functions in the General Ledger

    User Setup
    Creating a new entry type, editing the tax box
    Layout, budgets
    Cost codes
    Depreciation
    Accruals
    Purchase of an asset
    Tax in the General Journal
    Importing a bank statement in the bank reconciliation
    Using a salaries and wages control account

Advanced Customer Functions

    Multiple delivery addresses
    Discounts and special prices
    Make one for all feature
    Processing an RD cheque
    Accounting for bad debts
    Mail merge feature

Advanced Supplier Functions

    Additional cost invoices
    Processing invoices with customs tax

Advanced Functions in the 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

Advanced Functions in the Utility Menu

    Control centre
    Microsoft Office integration

Other Advanced Functions

    Forms designer
    Inventory selling price adjustment
    Business Intelligence Centre overview
    ACT! overview

Pastel Bank Manager

    A way to ease cash book processing
    Setup
    Processing in bank manager

Pastel Cash Manager

    Keeping control of customer payments
    Installing Cash Manager
    Setting Up Cash Manager
    Processing in Cash Manager
    Compacting the database

Purchase in Taxco Shop now by clicking on the Link below:
Sage Pastel Partner - Pastel Certified Administrator (PCA) Course

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