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- Sage 50cloud Pastel Xpress Training Course (3 days)
Sage 50cloud Pastel Xpress Training Course (3 days)
Small-business owners and bookkeepers who can set up Sage Pastel Xpress and run their own books in it with confidence.
Sage Pastel Xpress is the entry-level edition many small businesses start on, with a simpler feature set than Sage Pastel Partner. It still has to be set up properly, or invoices, VAT and the general ledger go wrong from the first month. This three-day Sage Pastel Xpress training course is hands-on throughout and is pitched at small businesses that keep their books in-house.
Day one installs the software, explores the demo company, and creates and sets up a new company. Day two builds the master files: customers, suppliers, inventory and the general ledger, including creating and editing general ledger accounts. Day three is processing: customer and supplier documents, the cash book, the View menu for enquiries and reports, and sundry processing such as journals and period-end tasks.
Delegates practise in the demo company first and then set up a practice company that mirrors their own business, so they go back to work ready to start.
Why this course
For your organisation
- Owners and bookkeepers who can run the books without an outside consultant
- A Sage Pastel Xpress company set up correctly from the start
- Customer, supplier and cash book records kept up to date
- Reports you can use for VAT, cash flow and decisions
For your delegates
- Three days of hands-on practice
- A practice company set up to mirror your own business
- Step-by-step notes for every routine task
- Confidence to find information quickly with enquiries and reports
What delegates will be able to do
- Install Sage Pastel Xpress and work in the demo company
- Create and set up a new company, including VAT and financial periods
- Create and edit customer, supplier and inventory records
- Create and edit general ledger accounts
- Process customer and supplier documents and cash book transactions
- Use the View menu to find information and print reports
- Complete sundry processing such as journals and period-end tasks
Who should attend
Small-business owners, bookkeepers and administrators in businesses that use, or are switching to, Sage Pastel Xpress. Basic bookkeeping knowledge is assumed; newcomers to bookkeeping should first attend Sage Pastel Introduction to Bookkeeping Fundamentals or the Basic Bookkeeping Course.
Course outline
Day 1 – Installation and company setup
Installation
- System requirements and preparing to install
- Installing and registering Sage Pastel Xpress
- Starting the program
Working in the demo company
- Opening the demo company
- Navigating menus and toolbars
- Processing a few practice documents
Creating a new company
- Company details and financial periods
- VAT settings
- Choosing a chart of accounts
Setting up your company
- Defaults for customers, suppliers and inventory
- Document numbering and layouts
- Backups and basic security
Day 2 – Master files
Customers
- Creating customer accounts
- Payment terms, categories and contact details
- Editing and deleting customers safely
Suppliers
- Creating supplier accounts
- Payment terms and banking details
- Editing suppliers
Inventory
- Creating inventory items
- Cost and selling prices
- Service items versus stock items
The general ledger
- How the chart of accounts is organised
- Creating and editing general ledger accounts
- Linking accounts to processing
- Checking the setup with a trial balance
Day 3 – Processing and reports
Customer and supplier processing
- Quotations and tax invoices
- Credit notes
- Supplier invoices and returns
The cash book
- Receipts and payments
- Allocating payments to accounts
- Reconciling the bank in the software
The View menu
- Customer, supplier and inventory enquiries
- Financial reports: trial balance, income statement and balance sheet
- VAT reports
Sundry processing
- General journals
- Inventory adjustments
- Period-end tasks
- Action plan and close
How it is delivered
Three 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 the demo company and 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
“All training sessions were well-coordinated, professionally delivered, and aligned with our scheduling requirements. We value the partnership and look forward to continued collaboration with Business Optimization Training Institute in the future.”
“All training programmes were delivered in a highly professional manner, with effective coordination and strict adherence to our scheduling requirements. The facilitators demonstrated a commendable level of expertise, and the quality of delivery consistently met our expectations.”
“The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training”
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.
Should we train on Xpress or Partner?
Train on the edition your business runs. Xpress suits smaller businesses with straightforward needs; growing businesses on Sage Pastel Partner should book the four-day Partner Intermediate course instead.
Do delegates need bookkeeping knowledge?
Yes, the basics. If not, start with Sage Pastel Introduction to Bookkeeping Fundamentals (2 days).
Is it accredited?
No – it is a non-accredited short course and delegates receive a BOTI certificate of attendance.
How many people can attend?
From one delegate to groups of about 20. The price per delegate drops as the group grows – see the price table, or ask us for a quote.
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.
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