Sage Pastel Xpress



This course has been designed to give you the knowledge and skills necessary to perform a clerk function. If you want to improve your processing skills this course is for you.


Sage Pastel Accounting

Entrance requirement

Students will need a grade 10 with Bookkeeping, Mathematical literacy and Computer Literacy at NQF Level 3.

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.


This course can be completed in 3 months.


• Working in the Demo Company
• Open a Company in Pastel
• Navigate in Pastel Using the Four Navigation Methods
• Creating a New Company
• Setting Up a Company
• Using the Pastel Setup Assistant
• Setup Menu
• 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
• Supplier Processing
• Create a Purchase Order
• 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
• Processing in the Petty Cash and Cash Book
• Monthly Processing
• Customer and Supplier Monthly Processes
• Other Monthly Processes


You will be required to complete a Summative Assessment (final exam). The assessment forms part of the course and has to be written within 12 months from the commencement date of your course. Only one attempt is given to complete the exam. To make it easier for you, all the Sage Pastel assessments are now online. This means that you can write the assessment in your own time and in the comfort of your own home (as long as you have a PC with internet access).

How to register for your online assessment?

1. Visit the or website.

2. Select the Training Zone on the top right hand side of the website.

3. Using the Serial Number that you received with your course material, select the option Register Your Training Serial Number.

4. Register your Serial Number within 3 days of receiving your course material.

5. Follow the subsequent steps.

A pass mark of 75% is required.


At the end of this course students will get a certificate in Sage Pastel Xpress.


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