Training & Courses
Find the Perfect Training Course for Your Software, Expertly Presented by Preferred Solutions.
Training & Courses
Training and Courses by Preferred Solutions
Sage Accounting
How will this training benefit me?
On completion of this training, the student will be able to do general navigation, manage the system and users, create various codes for Customers/Suppliers/Stock, do the complete Invoicing process, process Banking manually and via Bank Feeds, as well as all relevant reports.
This Training is applicable to the following Sage Accounting products:
This Training includes:
- Navigation
- User Permissions
- Create various codes
- Invoice Processing for Customer & Suppliers
- Process Banking and Recon
- Reports
Where / How does this training take place? How much does it cost?
Is there a training manual included?
No, training only
Do I need to write an exam?
No, a Letter of Attendance will be issued on completion.
Sage Pastel Processing Training
How will this training benefit me?
On completion of this comprehensive training, the student will be able to do monthly processing in Sage Pastel Partner/Xpress for Suppliers, Customers, Cash Book and Bank Reconciliation – including creating and editing of GL, Customers, Suppliers and Inventory Codes and all relevant reports.
This Training is applicable to the following Sage Accounting products:
This Training includes:
- Working & Navigating in a Pastel Company
- Creating and editing Customers Accounts
- Creating and editing Suppliers Accounts
- Creating and editing General Ledger Accounts
- Creating and editing Inventory Items
- Processing Cycle
- Supplier Processing
- Customer Processing
- Cashbook Processing
- Bank Reconciliation
- Journal Processing
- Tax Manager Processing
- Correction of Errors
- Reports
Where / How does this training take place? How much does it cost?
Is there a training manual included?
Yes, a training manual is included (when enrolled for online training, manual will be couriered to you)
Do I need to write an exam?
An online exam is available, and entirely optional
Sage Pastel Intermediate
How will this training benefit me?
On completion of this advanced training, the student will be able to do monthly processing in Sage 50cloud Pastel Partner/Xpress for Suppliers, Customers, Cash Book and Bank Reconciliation – including Installation, Take On Balances, Continuing the processing cycle and all relevant reports.
This Training is applicable to the following Sage Accounting products:
This Training includes:
- Installing Sage Pastel Partner
- Working & Navigating in a Pastel Company
- Creating a New Company
- Using the Auto Setup
- Creating and editing Customers
- Creating and editing Suppliers
- Creating and editing General Ledger Accounts
- Creating and editing Inventory Items
- Supplier Processing
- Customer Processing
- Cashbook Processing
- Bank Reconciliation
- Journal Processing
- Processing of Debit & Credit Notes
- Processing a Second Month
- Reporting on General Ledger, Customers, Suppliers & Inventory
- Correction of Errors
- Scheduled Invoices
- Take On Balances
Where / How does this training take place? How much does it cost?
Is there a training manual included?
Yes, a training manual is included
Do I need to write an exam?
An online exam is available, and entirely optional.
FASSET accredited on successful completion of exam with NQF Level 5 (6 credits) and NQF Level 4 (9 credits)
Sage Pastel Intermediate Bridging
How will this training benefit me?
This bridging course is there to build on the Processing Training that the student has already completed successfully. Instead of doing the full Intermediate Training, the student can do this 2 day Bridging course which will exclude the Processing Training that was already done.
On completion of this advanced training, the student will be able to do monthly processing in Sage Pastel Partner/Xpress for Suppliers, Customers, Cash Book and Bank Reconciliation – including Installation, Take On Balances, Continuing the processing cycle and all relevant reports.
This Training is applicable to the following Sage Accounting products:
This Training includes:
- Installing Sage Pastel Partner
- Creating a New Company
- Using the Auto Setup
- Processing of Debit & Credit Notes
- Processing a Second Month
- Reporting on General Ledger, Customers, Suppliers & Inventory
- Processing a Second Month
- Reporting on General Ledger, Customers, Suppliers & Inventory
- Correction of Errors
- Scheduled Invoices
- Take On Balances
Where / How does this training take place? How much does it cost?
Is there a training manual included?
Yes, a training manual is included
Do I need to write an exam?
An online exam is available, and entirely optional
Sage Pastel Invoicing Training
How will this training benefit me?
On completion of this training, the student will be able to process the complete invoicing cycle with linking of Quotations and Sales Order – including creating and editing of Customers, Suppliers and Inventory Codes. The student will also be able to add a company logo to documents, as well as successfully make use of the Sales Analysis reports.
This Training is applicable to the following Sage Accounting products:
This Training includes:
- Creating and editing Customer, Supplier & Inventory Codes
- Processing Quotations & Sales Orders
- Processing Invoices & Linking additional documents
- Adding a company logo to documents
- Sales Analysis Reports
Where / How does this training take place? How much does it cost?
Is there a training manual included?
No, training only
Do I need to write an exam?
No, a Letter of Attendance will be issued on completion
Sage Pastel Cash Book & Month End
How will this training benefit me?
On completion of this training, the student will be able to do Cash Book processing, process a successful Bank Reconciliation, do Open Item Matching and corrections, as well as run all relevant month end reports with focus on the Age Analysis.
This training session can be done as follow up on the Sage Pastel Invoicing Session or as a stand-alone session.
This Training is applicable to the following Sage Accounting products:
This Training includes:
- Cash Book Processing
- Bank Reconciliation
- Open Item Matching
- Age Analysis for Customers
- Month End Reports
Where / How does this training take place? How much does it cost?
Is there a training manual included?
No, training only
Do I need to write an exam?
No, a Letter of Attendance will be issued on completion.
Sage 200 Evolution Training
Sage 200 Evolution training can be done in two different ways: On-site Training and Classroom-based Training. To see the differences, please read below.
On-Site Training: Ideal for group training during and after product implementation
Hands-on, Expert Training and Advice for the Convenience of Your Own Offices: With our qualified and experienced Sage 200 Evolution consultants on-site to implement your Sage 200 Evolution software, there is also the opportunity to provide training at your premises to individuals or groups who will be working on the software. All on-site training is on request and the training will be customised to the specific needs/modules used by the client.
This Training includes:
Onsite training will be customised to the clients’ exact needs.
Where / How does this training take place? How much does it cost?
Training costs will be based on the amount of training hours provided.
Is there a training manual included?
Training notes can be included on request.
Formal, Classroom-based Training: Ideal for Skills Improvement and Career Growth
Certified Courses to Improve Your Skills and Excel Your Career Path: All Sage 200 Evolution classroom-based training is conducted directly by Sage, but Preferred Solutions can advise on these training courses which includes:
- Sage 200 Practitioner: This comprehensive training course will give you a broad overview on how to use your Sage 200 Evolution software.
- Sage 200 Product Consultant: This comprehensive training course will give you an opportunity to familiarise yourself with the different Sage 200 Evolution add-on modules.
- Sage 200 Maintenance Technician: This comprehensive training course covers the maintenance activities and tools available for a Sage 200 Evolution environment.
- Sage 200 Bank Manager: This comprehensive training course will give you an opportunity to familiarise yourself with the Sage 200 Evolution Bank Manager add-on module.
Where / How does this training take place? How much does it cost?
The cost of training is available on request. Please contact us for a quote.
Is there a training manual included?
All formal training will have a manual provided.
Do I need to write an exam?
This will depend on the course taken.
Sage Pastel Payroll Processing Training
How will this training benefit me?
On completion of this training, the student will be able to create Employee files and successfully do the monthly processing of Payslips – including adding additional transactions (like Bonus, Overtime, Staff Loans, Pension & Medical), Leave Processing, Termination of employees and all relevant Statutory Reports.
This Training is applicable to the following Sage Accounting products:
- Sage Pastel Payroll
- Sage Payroll Professional
- Sage Payroll Advanced
- Sage 300 People
This Training includes:
- Creating Employee Profiles & Codes
- Processing of Payslips
- Processing Bonus, Overtime Staff Loans, Pension & Medical
- Leave Processing
- Termination of Employees
- Statutory Reports
Where / How does this training take place? How much does it cost?
Is there a training manual included?
No, training only
Do I need to write an exam?
No, a Letter of Attendance will be issued on completion
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