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Sage 50cloud Pastel Partner

Easy-to-use desktop software with powerful add-on modules and cloud connected services

An Overview Of Sage 50Cloud Pastel Partner

Sage 50cloud Pastel Partner offers the power and productivity of a trusted desktop solution and gives you everything you need to run your business wherever you are through a seamless integration with Microsoft Office 365. Run your business more efficiently with a time-saving, in-depth solution to manage your accounting, invoicing, cash flow, inventory, VAT, and more.

Here’s a breakdown of its key features:

  • Desktop software with cloud connectivity: Enjoy the familiarity and control of desktop software with the added benefit of accessing your data remotely and collaborating with ease.
  • Accounting essentials: Manage your finances comprehensively with features for invoicing, bill payments, customer and supplier management, inventory control, and general ledger.
  • Scalability for growth: Accommodate up to 20 users, making it ideal for small and medium-sized businesses.
  • Microsoft 365 integration: Streamline workflows by seamlessly integrating with Microsoft Office 365 for improved data sharing and collaboration.
  • Legislative compliance: Rest assured knowing Sage 50cloud Pastel Partner is designed to meet with the latest SARS tax regulations.

3 Reasons Why You Will Love Sage 50cloud Pastel Partner

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.

Scheduled Backup

Sage 50cloud Pastel Partner automatically backs up to the cloud and notifies you of any problems during the backup process.
Stop worrying about making manual backups daily or to a USB for weekends. Please note: Works with Microsoft 365 Business (Office) Subscription only.

Bank Feeds

No more manual reading in or tedious imports! Have your latest Bank Statement delivered automatically into Sage 50cloud.
Sage Bank Feeds can easily map to current transactions and payments, making your life much easier in the process.

Sage 50cloud Pastel Partner Offers You the Following:

Desktop Software with the Power of Cloud Connectivity

Sage 50cloud Pastel Partner is the next generation of powerful Sage desktop products. With Sage 50cloud Pastel Partner, you can expect exciting new cloud connected features and functionality. Sage 50cloud Pastel Partner comes with one user (up to 20 users), unlimited company licenses, accounting functionality that every medium-sized business needs, cloud connected features like Sage Capture and Sage Payments and Banking, and the ability to integrate with Microsoft 365 Business (previous known as Microsoft Office 365 Business Premium). And of course, you can rest assured that Sage 50cloud Pastel will be SARS compliant with regular updates.

Automatic Software Updates

With Sage 50cloud Pastel Partner / Xpress, you will have the latest update of your Sage software available to you. The latest version of software will be automatically available to you, you will receive a notice to download these updates via the web.

Expert Software Support and Consulting Services

You are in safe hands: With Louis Oosthuizen Consulting 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!

Automatic Bank Feeds

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.

Business Reporting at a Click of a Button

Creating the perfect report can be very time-consuming. Sage Intelligence Reporting automates your reporting process so that you can focus on analysing the information to make informed decisions with confidence. Use the standard report templates or design your own reporting templates in Microsoft Excel® and update them straight from your Sage Pastel Software.

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.

Integration with your online store

Selling your products or services online has become an essentail part of revenue generation, and to be more accessible to your customer when the want to order at a time suited to them. Speak to us about available options.

Features Overview of Sage 50cloud Pastel Xpress & Partner

Item Description Sage 50cloud Pastel Xpress Sage 50cloud Pastel Partner Benefits with Sage 50cloud
Amount of Users +
1 to 3
1 to 20
Bank Manager
Companies
Unlimited
Unlimited
Sage Intelligence Reporting
Financial Years
Yes
Yes
e-Statements (100)
Annual License Fee *
Yes
Yes
E-Commerce Integration capabilities
Add-Ons Available Sage 50cloud Pastel Xpress Sage 50cloud Pastel Partner Short description
E-Commerce Integration
No
Yes
WooCommerce, Shopify, Magento
Multi-Currency
No
Yes
Debtors Manager
Yes
Yes
Receipting
Yes
Yes
Point of Sale
No
Yes
Serial Number Tracking
No
Yes
Multi-Store / Warehousing
No
Yes
Bill of Materials
No
Yes
Pricing Matrix
No
Yes
Project Tracker
No
Yes
Fixed Assets
Yes
Yes
Stand-alone product integration
Payroll
Yes
Yes
Stand-alone product integration

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

* Unlimited telephonic support from Sage included in annual licence fee. Add-on modules can be purchased directly from Louis Oosthuizen Consulting.

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

Sage 50cloud Pastel Partner offers the power and productivity of a trusted desktop solution and gives you everything you need to run your business wherever you are through a seamless integration with Microsoft 365 Business (previously Office 365). Run your business more efficiently with a time-saving, in-depth solution to manage your accounting, invoicing, cash flow, inventory, VAT, and more.

List of add-on modules for Sage 50cloud Pastel Partner

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 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 reconciliations 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 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 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.

Sales – New package, add-on modules & upgrades

In Sage 50cloud Pastel Partner, sales management includes adding new packages, modules, and upgrades. This flexibility allows businesses to expand capabilities and optimize processes.

Whether enhancing inventory management or integrating with e-commerce platforms, Sage 50cloud offers options for growth. Staying updated ensures streamlined operations and drives business success.

Submission of VAT201

The submission of VAT201 in South Africa is the process of filing a Value Added Tax (VAT) declaration with the South African Revenue Service (SARS). By comparing these amounts, the VAT201 determines whether your business owes SARS money (VAT payable) or is entitled to a refund (VAT credit). This declaration details:

  • VAT charged on sales (output tax): The tax you collect from your customers.
  • VAT paid on purchases (input tax): The tax you pay to your suppliers.

 

Forms design – Change layout of document, insert logo, etc.

Forms design in Sage 50cloud Pastel Partner enables customization of document layouts. Users can insert logos and adjust formats to personalize invoices, purchase orders, and more. This feature ensures professional-looking documents that reflect the corporate identity. With flexibility, businesses can tailor forms to meet their specific needs and enhance financial document presentation.

Year Ends

During year-end processing, Sage 50cloud Pastel Partner enables businesses to close fiscal periods, ensuring data integrity for accurate financial reporting. It also maintains detailed audit trails for transaction tracking and facilitates tax compliance by generating and submitting tax returns, including VAT returns and annual filings.

Monthly Accounting Processing

In monthly accounting processing, Sage 50cloud Pastel Partner aids in accurately calculating employee salaries, wages, taxes, and deductions. It streamlines the generation of VAT201 forms, summarizing employer declarations of PAYE, UIF, and SDL (Skills Development Levy), ensuring compliance with regulatory requirements.

Support – On site & online

We offer extensive support for our software, providing both on-site assistance and online support options. Our on-site support ensures personalized assistance at your location, while our online platform offers access to resources like knowledge bases and forums for independent issue resolution. 

Setup of new database

Setting up a new database in Sage 50cloud Pastel Partner is vital for your business. Launch the software, follow prompts to create a new file, and input details like company name, address, fiscal year, and currency. Define chart of accounts, tax settings, and other preferences to tailor it. Once setup is complete, start entering business data, ensuring accurate financial records.

Data Fixes

Data fixes in Sage 50cloud Pastel Partner are essential for maintaining accurate records. Addressing input errors, reconciling discrepancies, and updating information ensures data integrity. Utilize the software’s tools to identify and resolve inconsistencies, contributing to smoother operations and informed decision-making.

Training

Training in Sage 50cloud Pastel Partner is vital for mastering its features. Users learn through sessions, covering basics to advanced tasks. With continuous support, users are empowered for success.

Sage 50cloud Pastel Partner

Custom reports

Custom reports in Sage 50cloud Pastel Partner offer tailored financial insights. Users design reports to capture specific data for analysis. Whether income statements or balance sheets, customization aligns with objectives. It facilitates strategic planning and informed decision-making.

Please let us know how we can be of assistance by filling out the below contact form in as much detail as possible. We will be in contact as soon as possible (within office hours) to assist you in the best way possible.

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