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Sage Pastel Partner Bundle

Sage Pastel Partner Bundle 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:

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.


This is a 5 day (30 hour) course.

Delivery Methods

The delivery methods include self study and facilitated workshops.


There are no assessments for this course

Course Outline

The course includes the following content:

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.


  •     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

  •     Preparation
  •     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

Purchase in Taxco Shop now by clicking on the Link below:

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