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Quick Look Course Summary:Sage 50cloud Pastel Partner Bundle: Bookkeeping and Software (5 days)
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Next Public Course Date:
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Length: 5 day(s)
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Price (at your venue): 1 Person R 20,613 EX VAT 3 Person R 16,786 EX VAT 10 Person R 12,112 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Training Advice
A new bookkeeper or finance assistant goes from no bookkeeping knowledge to running daily processing in Sage Pastel Partner in one week.
When a business hires a new finance assistant or moves an admin employee into bookkeeping, that person usually needs two things at once: the bookkeeping principles and the software. This five-day Sage Pastel training bundle delivers both in a single week, so nobody learns the system without understanding the transactions behind it.
Days one and two teach bookkeeping from scratch: the bookkeeping and accounting cycle, VAT and the VAT201 return, source documents, inventory systems, the subsidiary journals, the general ledger, the trial balance, the financial statements and the bank reconciliation. Days three to five move into Sage 50cloud Pastel Partner: installation, the demo company, creating a new company, auto setup, master files, supplier and customer processing, the cash book, monthly processing and take-on balances, including inventory.
Because the bundle covers the ground of the two-day fundamentals course and the four-day Partner Intermediate course in five days, the pace is brisk, and the software practice concentrates on the tasks a new bookkeeper does every week.
Why this course
For your organisation
- A new bookkeeper productive in Sage Pastel within one week
- One booking instead of two separate courses
- Transactions captured correctly because staff understand the bookkeeping behind them
- A practical route for moving admin staff into finance roles
For your delegates
- Bookkeeping principles and the software in one course
- Hands-on practice in the software on three of the five days
- A solid starting point for a career in bookkeeping
- Notes and exercises to keep practising after the course
What delegates will be able to do
- Explain the bookkeeping and accounting cycle and the accounting equation
- Calculate VAT, mark-up and gross margin, and prepare the figures for a VAT201 return
- Record transactions from source documents in the subsidiary journals and post them to the general ledger
- Prepare a trial balance, income statement and statement of financial position, and reconcile the bank
- Install Sage Pastel Partner and set up a new company
- Create and edit general ledger, customer, supplier and inventory master files
- Process supplier and customer documents and cash book transactions
- Complete monthly processing and take on opening balances, including inventory
Who should attend
New bookkeepers, finance assistants and administrators moving into finance roles who need bookkeeping and Sage Pastel Partner skills together, and small-business staff who will run the books in-house. No prior bookkeeping knowledge is needed, though a good grasp of basic arithmetic helps.
Course outline
Day 1 – Bookkeeping foundations and VAT
Introduction to bookkeeping
- Bookkeeping and accounting defined
- The bookkeeping and accounting cycle
- The accounting equation in practice
Value-added tax
- VAT categories
- Processing and calculating VAT
- Mark-up, gross margin and VAT
- Completing the VAT201 return
Source documents
- Receipts and deposit slips
- Petty cash vouchers
- Tax invoices, credit notes and returns
Inventory
- Inventory systems
- Costing methods and their effect on profit
Day 2 – Journals, ledger and financial statements
Subsidiary journals
- Cash receipts and cash payments journals
- Petty cash journal
- Creditors and debtors journals and allowances
- The general journal
- Reconciling the journals
General ledger and trial balance
- Sections of the general ledger
- Posting and closing off ledger accounts
- Integrated inventory
- From general ledger to trial balance
Financial statements
- Posting to the income statement
- Posting to the statement of financial position
Bank reconciliation
- Why the bank statement and the cash book differ
- The bank reconciliation process
Day 3 – Into Sage Pastel Partner: installation and setup
Installation
- Preparing to install
- Installing and registering Sage Pastel Partner
The demo company
- Opening a company
- The four ways to navigate the program
Creating a new company
- Company setup
- Using the setup assistant
Auto setup and master files
- The auto setup menu and process
- Editing general ledger accounts
- Editing supplier, customer and inventory master files
Day 4 – Daily processing
Supplier processing
- Purchase orders
- Goods received notes
- Supplier invoices
- Returns and debits
- Supplier journals
Customer processing
- Quotations
- Sales orders
- Tax invoices
- Credit notes and debit notes
- Customer journals
Cash book processing
- Cash book settings
- Processing in the cash book
- Inter-account transfers
Day 5 – Month-end and take-on balances
Monthly processing
- Customer processes
- Supplier processes
- Other month-end processes
- Final cash book processing
Take-on balances
- General ledger balances
- Customer balances
- Supplier balances
- Inventory balances
Putting it all together
- Processing a full month in a practice company
- Checking the software's trial balance against the bookkeeping from day two
- Action plan and close
How it is delivered
Five 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. Laptops with the software can be supplied on request for days three to five; workbook, practice documents and step-by-step notes included.
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.
Do delegates need bookkeeping experience?
No. The first two days teach bookkeeping from scratch. Delegates who already know bookkeeping can book the four-day Partner Intermediate course instead.
Is the bundle the same as booking the two courses separately?
It covers the same topics in five days rather than six, so the pace is quicker and the software practice focuses on everyday tasks. Delegates who want more time in the software can book the two courses separately.
What comes after the bundle?
The two-day Partner Advanced course for budgets, projects, user security, the forms designer and Report Writer, or Sage Pastel Payroll Administration for payroll staff.
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
Related courses
Frequently Asked Questions
Is this course accredited?
No. This course is delivered as a practical, facilitator-led skills programme and delegates receive a BOTI certificate of attendance. If you need a credit-bearing outcome for B-BBEE skills development, SETA grant or learnership purposes, ask us about our accredited qualifications, skills programmes and unit standards.
Can this course be delivered in-house at our premises?
Yes. Every BOTI course can be delivered on-site at your offices anywhere in South Africa, or at a scheduled public venue, and can be customised to your team and industry.
How do I book or get a quote?
Use the enquiry form on this page for a tailored quote, or call 011 882 8853 / email [email protected]. The course length and next public course date are shown in the Quick Look summary.
Can this training count towards our B-BBEE scorecard?
Spend on this course still counts as skills development expenditure for B-BBEE purposes, but it does not count as accredited training spend, and the Codes limit how much non-accredited training can contribute. Please confirm the treatment with your skills development facilitator or B-BBEE verification agency.
Do you tailor the training to our industry?
Yes. Our training is built around your business, using practical, real-world examples relevant to your team and sector.