Sage 50cloud Pastel Partner

Sage 50cloud Pastel Partner

(previously Sage Pastel Partner Advantage)

Small business accounting software that keeps you updated with the latest requirements

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Get more for your business with Sage 50cloud Pastel

Product Overview

4 Great Reasons why you will love Sage 50cloud Pastel:

More time, more productivity, and more control with the following features:

1. Sage Contact

Syncs your records, contact details, last five payments and invoices for both Customers and Suppliers. No matter where you are, be it at your desktop, tablet or mobile phone, you have all the information you need to quickly and efficiently connect with your customers.

2. Scheduled Backup*

Sage 50cloud Pastel automatically backs up to the cloud and notifies you of any problems. Stop worrying about making backups or remembering to take the USB stick home on weekends.*Works with Office 365 Business premium.

3. Sage Capture

A mobile app that allows users to photograph paperwork, save them to OneDrive and post the transaction in Sage 50cloud Pastel. (note: Sage Capture is still in beta phase and will be released in 2019)

4. Bank Feeds

Have your latest Bank Statement delivered automatically into your Sage 50cloud.

Please note: Some of these features are only available with Microsoft Office 365 Business Premium


Sage 50cloud Pastel Partner Offers the following:

 

Sage 50cloud Mobility

 

Empower and mobilise your workforce to generate sales from invoices using our new mobile app. With full search functionality and the ability to lookup your customers based on location. You will be able find your customers and conduct business on the road.


 

Productivity boosting cloud features

 

Integration with Microsoft Office 365 and features like Direct Bank Feeds, Cloud Document Storage, Sage Capture, Invoicing and Payroll/Payments Integration help customers to boost productivity, cut down on manual tasks and save hours every week.


 

Bank Manager

 

No more manual bank imports - we save you time and effort! Automatically import your bank statements. Sage Pastel Bank Manager automates the whole process, including the import of statement files straight from your internet banking profile.


 

Accept payments from your customers

 

Sage Business Cloud Payments is a safe and easy way for customers to pay you, using a range of simple, secure, and reliable payment solutions. Accept payments online, face-to-face, over the phone, and through invoices with all business-critical features included as standard.


 

Automatic Updates

 

Be sure you have the latest update of your Sage Pastel software all the time. With Sage 50cloud Pastel Partner you will always be on the latest version of software. You will automatically receive a notice to download these updates via the web.


 

Business reporting at the click of a button

 

Creating the perfect report can take hours, if not days to complete. Sage 50cloud Pastel Intelligence (BIC) automates your reporting process so that you can focus on actually analysing the information to make informed decisions with confidence. Use the standard report templates or design your own report templates in MicrosoftTM Excel® and update them straight from your Sage Pastel software.


 

Dedicated Support

 

You are in safe hands: With Preferred Solutions Helpdesk and Sage Pastel Support, you can be sure to have world-class support. With on-site, remote, telephonic and email support, you can be sure to have your challenges sorted quickly and effectively!


 

Sage 50cloud Pastel Accounting on the go

 

With our new mobile app, you can now lookup details for customers and inventory items, process quotes, invoices and sales orders from your mobile device as well as find customers near your current location. And that’s just the beginning!


 

Favourites Option

 

Add your favourite or most used options to our new Favourites option which we have added to the menu bar to allow for easy access. Easily customise the order of these options within the Favourites menu for even more convenience.


 

Get Noticed Online

 

Your business must get noticed! Sage Online Tools is an easy-to-use and manage website building tool with an eCommerce module that integrates with your Sage Accounting suite. With more businesses looking at online channels to streamline their ordering Process and marketing efforts, Sage Online Tools becomes the obvious choice for an all-encompassing tool to grow your business via the web.


 

Popular Features

Popular Features of Sage 50cloud Pastel Partner include:

Outlook Connector

Automatically sync Microsoft Outlook contacts and Sage 50cloud contacts to save you time. Access customer balance information, credit limits, contact details, and order history—even if away from the office.


Cloud Back-Up

Get security and peace of mind with automated data back-ups stored offsite, in the cloud. You can also undo data entry errors by restoring data from the cloud as of a particular date. Never again be stuck without a recent backup.


Microsoft Office Business Premium

Minimize your vendors list and easily manage your technology platforms—and your budget—with one monthly payment that covers your core business solutions, your accounting package and your office suite. Access core Microsoft apps, including Outlook, Word, Excel, PowerPoint and more!



More ways Sage can help you save time and money

Make it even easier to manage your business by connecting your Sage 50cloud Pastel accounting software to Sage payroll and payment solutions, and other additional modules.

Simplify Payroll Management

Save time and minimize the burden of processing payroll with Sage Pastel Partner Payroll Advantage, our compliant payroll software that has a smooth General Ledger (GL) integration with Sage 50cloud Pastel.

Whether you have one employee, or ten thousand, Sage Pastel Partner Payroll Advantage makes running your HR office simple. Our Payroll and HR software is recognised by SARS and complies with all of the latest payroll legislation. If you don’t want to run your payroll in-house, you can leave it in safe hands with our payroll outsourcing service.

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Add-On Modules

Module Name

Module Description

Sage 50cloud Pastel Point of Sale (POS)

  • An affordable, simple and secure payment handling retail solution for small and medium businesses.
  • Powerful, yet easy to set-up and operate, Sage 50cloud Pastel Point of Sale (POS) is keyboard friendly
    for fast processing.
  • Simple screens and large display areas make this cashier-based system ideal for any till point.
  • Sage 50cloud Pastel Point of Sale (POS) interfaces with most popular barcode scanners, cash drawers
    and pole displays.
  • Once installed and set up, tellers can be trained and working in record time.
  • Sage 50cloud Pastel Point of Sale (POS) security features helps prevent potential theft.

Sage 50cloud Pastel Receipting

Sage 50cloud Pastel Receipting is a specialised add-on module for Sage 50cloud Pastel Partner. It allows you to enter data once in order to process and print receipts. You can do this without having to use your cash book. Once you are ready, Sage 50cloud Pastel Receipting will automatically move the receipts into your cash book for you.

  • Process and print receipts in one go with Sage 50cloud Pastel Receipting.
  • Receipt money against multiple customers, suppliers or general ledger accounts per receipt.
  • Customise receipt layout (create a receipt template or receipt sample).
  • Enter post dated cheques or credit card entries.
  • Process discounts at the time of receipt.
  • Use analysis codes when invoicing customers and specify separate General Ledger accounts per
    analysis code.
  • Enter cost codes per line.
  • EFT Payments are catered for.

Sage 50cloud Pastel Project Tracker

It can be difficult trying to keep track of a project’s income and expenses. Money in and out, budgets and
project income statements can be a nightmare to prepare – especially when you have multiple projects on the go. The Sage 50cloud Pastel Project Tracker allows you to manage your projects, associated budgets and costs while providing in-depth reporting keeping you in control of each project’s financial position.

  • Reporting groups linked to various cost codes.
  • Enhanced budget creation per project.
  • Income statements per project.
  • Allocation of expenses and income per transaction per project.
  • Linking invoices and GRV’s to projects.

Sage 50cloud Pastel Time and Billing

With the Time and Billing add-on module to Sage 50cloud Pastel Partner accounting software, simply
complete timesheets for employees and charge your customers via activities. The activities that you create
are the services you sell to your customers. These activities per employee timesheets can be used to create
customer invoices.

  • Chargeable and non-chargeable activity codes.
  • Linking activities to, and tracking employees.
  • Enter timesheets per employee.
  • You can select a customer and an activity, in each timesheet line.
  • Create invoices from timesheets.
  • Use of cost codes to allocate costs and revenues to areas such as jobs, sales people, departments or
    any other grouping allowing you to track costs or revenues.

Sage 50cloud Pastel Bill of Materials

Together with the Inventory module, the Sage 50cloud Pastel Bill of Materials module gives you access to
two related functions: bill of materials and kit item codes. With this module, you can build, assemble, or manufacture any inventory item using other inventory items as parts or components. The kit item codes allow for the specification of one code on an invoice, and the system leads multiple invoice lines that can include inventory items and remark lines. You can also create bills of materials or kit item codes with an unlimited number of components.Up to three non-inventory additional costs associated with the bill of materials can be created, for example, labour, freight and overhead costs, or if you are a manufacturer, you can remove component items and create manufactured items.

Sage 50cloud Pastel Debtors Manager

This module helps you to optimise your collections process, and generate up to date and accurate cash flow
forecasts from your debtor’s book.

  • Instantly link your notes and the age analysis balances in a single report.
  • Create daily call back reminders and action lists for easy follow-up.
  • Track all outstanding invoices.
  • For every outstanding invoice you will know:
    1. Why it is outstanding?
    2. When it will be paid?
    3. What has been done to collect it, and what actions you should take?
    4. Select from a menu of up-to-date and accurate cash flow reports.
    5. Drill down and get reconciliation’s of invoices outstanding per aging category per customer.
    6. Email clear and concise payment reminders for every single overdue invoice per customer.

Sage 50cloud Pastel Fixed Assets*

Fixed assets are physical items such as desks, computers, cars, and machinery which you acquire to run your business. South African Company Law requires that you keep a register of your business’ fixed assets as part of its accounting records. However, business fixed asset management can be tedious and time-consuming. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes. The Sage 50cloud Pastel Fixed Assets add-on module takes care of all of this for you. Managing your fixed assets includes the following tasks:

  • Tracking each asset’s value, both from a tax and an accounting point of view.
  • Depreciating assets correctly using an appropriate depreciation rate and method.
  • Updating the replacement values of your fixed assets for insurance purposes.
  • Maintaining an accurate fixed assets register which records information such as date of purchase, date
    of disposal, purchase price, accumulated depreciation and net book value.
  • The Fixed Assets software module automates all these processes for you.

Once you provide the initial information, the Sage 50cloud Pastel Fixed Assets add-on module takes over and manages your assets for you. One of the realities of fixed assets processing is that companies frequently change depreciation rules as legislation allows and as company policy changes. Some changes are retroactive to when you purchased the asset. Sage 50cloud Pastel Fixed Assets calculates its values dynamically from the start of each asset’s life, which makes retroactive changes simple. Imagine the time required to accurately programme all this yourself into a spreadsheet!

* Fixed Assets can be used in conjunction with the core Sage 50cloud Pastel system or can be purchased as a stand-alone product.

Sage 50cloud Pastel Multi-Warehousing

Working with multiple stores is almost identical to working with normal inventory or stock. The only difference is that, each time you want to access an inventory item, you specify the store in which the item exists. Sage 50cloud Pastel Multi-Warehousing makes it easy to track and control inventory items. Some of the features include:

  • Set-up and use multiple stores or warehouses.
  • Ability to link users to one or more stores and prevent users from accessing items in other stores.
  • Create up to 999 stores with an unlimited number of inventory items per store.
  • The same inventory item code can exist in different stores and will share all item fields except quantities, cost prices, selling prices and reorder information.
  • Ability to copy selling prices from one store to another, per item per store.
  • Ability to transfer items between stores using a store transfer journal.
  • Inventory reports will allow you to filter on stores.

Sage 50cloud Pastel Serial Number Tracking

Sage 50cloud Pastel Serial Number Tracking allows you to track items from the moment you purchase or manufacture them, to the time you sell them. With this stock control software module, each item has its own unique serial number, enabling you to track the item for warranty purposes, should it be returned to you for repairs.

Use Sage 50cloud Pastel Serial Number Tracking with other add-on modules like Sage 50cloud Pastel Multi- Stores / Warehousing and Sage 50cloud Pastel Bill of Materials. By using the multi-stores / warehousing module, you can transfer serialised inventory items between stores, and our bill of materials module, allows you to manufacture into serialised items.

Features

Sage 50cloud Pastel Xpress Features:

Sage 50cloud Pastel Xpress

Sage 50cloud Pastel Partner

Benefits with Sage 50cloud Xpress and Partner

Users + 1 - 3 1 - 20 Bank Manager
Companies Unlimited Unlimited Sage Intelligence Reporting
Financial Years e-Statements (100)
Annual Licence Fee * Sage Online Tools
Mobile App Users 1 2 Customer Zone

Add-Ons Available

Sage Online Tools
Multi-Currency
Debtors Manager
Receipting
Point of Sale
Serial Number Tracking
Multi-Store / Warehousing
Bill of Materials
e-Business and Billing
Pricing Matrix
Project Tracker

Stand Alone Products Available

Sage 50cloud Pastel Xpress

Sage 50cloud Pastel Partner

Fixed Assets
Payroll

+ This package contains one user license. Users can be purchased in increments according to your needs. Additional users can be purchased from Preferred Solutions. One user license equates to the loading of Software onto one PC.

* Unlimited telephonic support from Sage Pastel included in annual licence fee. Add-on modules can be purchased directly from Preferred Solutions.

Product information and pricing is only applicable for products sold in South Africa.

Module Checklist

Quick Checklist

Module Description

Bank Manager

  • How do you currently capture your bank statements into Sage 50cloud Pastel?
  • How long does it take?
  • How many bank accounts do you have?
  • Do you often spend time trying to reconcile your bank account to your bank statement?
  • This automates the entire process of reconciling your bank account.
  • Compiles the cash book / e-statementsfrom all the major South African banks (bank feeds for FNB is currently an issue)
  • After assigning recurring transactions with a code once, this module is able to import statements and automatically sort the transactions for you.
  • Caters for split allocation and payments.

Sage Intelligence Reporting

  • Do you require specialized reporting over and above your standard trial balance, income statement and balance sheet?
  • Do you know who your top 5 customers are?
  • Do you know your fastest moving inventory item?
  • How long do you spend preparing your management pack?
  • Allows you to control, automate, and analyze your data across all areas of your business.
  • Customized reporting that links
    straight into your accounting
    software.
  • Drag and drop technology allows you to customize report design, with interactive dashboards for added insight.
  • Integrates with Excel.

Debtors Manager

  • Take me through your customer/ debtors collection process?
  • Do you have multiple people who follow up with your customers or single account managers?
  • How do you forecast promise to pays?
  • Tracks your collection process and compiles accurate cash flow forecasts.
  • Reports can be run at any time and enable you to easily determine why the amount is outstanding when it will be paid, what has been done, what still needs to be done and which sales person the invoice belongs to.

Point of Sale (Basic)

  • Do you sell your products and services to your customers in a retail environment?
  • Do you need to put checks in place so that things like price overrides, discounts or returns are monitored?
  • Do you have concerns about terminals going down due to connectivity or network problems?
  • A simple POS system with strong security features.
  • Allows seamless shift changes, reallocation of cash floats.
  • Tellers are not isolated to operating on one till and can log in from any till at any time.
  • POS integrates seamlessly with Sage 50cloud Pastel Xpress or Partner.

Receipting

  • The module allows you to issue receipts for payments received (particularly cash) against a pre issued invoice. It tracks payments into a debtors account.
  • Do you issue receipts to a customer for payments received before issuing a tax invoice?
  • Enter data once in order to process and print receipts. Do this without the cash book. The system will automatically move the receipts to the cash book when you are ready.

Project Tracker

  • Does your company run in project cycles? Do you need to report on these in terms of revenues and costs?
  • Do you spend a lot of time linking invoices to projects?
  • Group projects into specific regions, or specific divisions in your business, and run a consolidated income statement or budget variance report per region or division.
  • Track income and expenses associated according to projects.
  • Report on projects, associated budgets, and cost.

Time and Billing

  • Do you bill your customers for the time your employees spend on projects related to them?
  • Create simple timesheets for employees, and easily turn these into invoices.
  • Ability to assign chargeable or nonchargeable activity codes.
  • Use cost codes to allocate costs and revenues to areas such as jobs, salespeople, allowing you to track costs or revenues.

Bill of Materials (Basic Functionality)

  • This module is designed for small to medium-sized businesses who need to track inputs to a final good (eg. coffee shop, pizza joint, deli etc.)
  • Does your business manufacture finished goods?
  • If yes, ask:
  • How do you account for the inputs which make up a final, finished good?
  • Accounts for an item assembled, built or manufactured based on the number and types of parts or components used.
  • Invoice customers for items sold not components used.
  • Best explained by use of example: You can specify a recipe for pizzas, which would consist of the dough, cheese, tomato paste etc. You then specify the quantity of each of the components that are required to make one pizza. When you manufacture, you specify how many pizzas you are making and the system automatically calculates the requisite amount of each input.

Multi- Warehousing

  • Do you hold stock in different locations?
  • Track and control inventory at multiple sites.
  • Ability to transfer items between stores using a store transfer journal.
  • Works with serial number tracking.

Serial Number Tracking

  • Do you deal with serialized stock items? E.g. cell phones, laptops etc.
  • Allows for serialized inventory tracking.
  • Forced entry of a serial number for serialized stock ensures a full and complete history of the movement of each individual stock item.
  • With the bill of materials, it is possible to manufacture serialized items.

Multi-Currency

  • Does your business deal with foreign suppliers, customers or banks?
  • Seamlessly handle transactions with foreign customers, suppliers and bank accounts.

Office 365 Integration

Office 365 Integration Features Include:

Feature

Detail

Benefit

Contact Syncs your records, contact details, last five payments and invoices for both customers and suppliers. No matter where you are, be it at your desktop, tablet or mobile phone, you have all the information you need to quickly and efficiently connect with your customers.
Capture A fast and simple way to record your expense slips and electronically capture them. (note: Sage Capture is still in beta phase and will be released in 2019) Store your data in the cloud and liberate yourself from the office.
Scheduled Backup Easy setup: Sage 50cloud automatically backs up to the cloud and notifies you of any problems. Stop worrying about making backups or remembering to safeguard your external storage devices.
Bank Feed (Yodlee) Spend less time capturing transactions and set up your bank feeds via Yodlee. Save time by having your bank statement brought to you. Train bank manager to remember your recurring transactions to make your banking recons a breeze.
Direct Bank Fees Connect directly to your bank to retrieve your statement for a superior experience. Currently only ABSA offers this functionality.
Office 365 Business
Premium
1. Selling into multiple regions.
2. Support partner (a.k.a. indirect or
MPN) sales.
Selling into multiple regions.

Microsoft 365 Integration Additional Features:

Feature

Detail

Benefit

New Search Screens for Customers and Suppliers. An automatic wildcard search across any number of customizable fields with group filtering and sorting options. A modern Search Feature allowing you to find things quicker with more flexibility.
Delete Inventory Assistant Quickly identify and delete inventory items that are no longer in use. Users can now easily remove older inventory items.
New Assistants A step-by-step indicator to show you exactly where you are when interacting with any of the assistants in the accounting package. Delivering an improved user experience.
GDPR The General Data Protection Regulation (“GDPR”) is a legal framework that requires businesses to protect the personal data and privacy of European Union (EU) citizens for transactions that occur within EU member states. South African companies conducting business with EU members, or that have customers in the EU need to comply. Compliance.

Please Note: Microsoft Office 365 is not included with Sage 50cloud software and needs to be purchased separately.

Training

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