Sage Pastel Partner Advantage is more than traditional small business accounting software. It is an integrated small business accounting software solution that helps small and medium sized companies manage their business and gain control. Work smarter using automated business processes, always receive the latest software version at no additional cost and have access to unlimited support when you need it with our small business accounting software. 

Built-in tools such as intelligent reporting, automated bank feeds and mobility give you real-time accurate information, freeing up time to focus on running your business with confidence. 

• Sage Pastel Partner Advantage Product Brochure 
• Sage Pastel Partner Advantage System Requirements 

Sage Pastel Mobility 

Key Features 

Sage Pastel Mobility  

Empower and mobilize 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.  

Microsoft Office 365 Integration*  

View at-a-glance customer or supplier specific information without having to switch between your Sage software and Microsoft Outlook. Cloud Backup integrates directly into your Sage software, enabling you to schedule automatic backups of your data to OneDrive. 

* Integration with Microsoft Office 365 Business Premium only.  

My Customers’ Zone  

Allow your customers to self service on the My Customers’ Zone. Your customer will have a unique portal for them to view their statements and invoices as well as pay their invoices on this secure portal allowing you the Pastel customer to get paid faster.  

Smart and intuitive accounting software  

We’ve developed our software with your specific business environment in mind. Our software comes with a single user and unlimited company licence with the ability to purchase up to 20 additional user licences. You’ll be able to store 5 years of transactional data while being able to process the current financial year as well as one back. You can create a maximum of 30 cash books and the inclusion of a General Ledger goes without saying. You can also feel confident that your accounting software will always be SARS compliant. 

Unlimited, expert software support  

We appreciate that in order for your company to run smoothly, you’ll need software maintenance and support. We’ve got real people waiting on the line to help you. Unlimited telephonic support, free software upgrades, access to the exclusive Sage Pastel Customer Zone and discounted training are just some of the benefits and it’s all included in your annual licence fee agreement. 

Say goodbye to manual bank reconciliations  

We know that reconciling your bank account can take hours, if not days to complete. We can help by making your bank recons a breeze with Sage Pastel Bank Manager. It simplifies things by automating the whole process, saving you loads of time. 

Business reporting at the click of a button  

Creating the perfect report can take hours, if not days to complete. Sage 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 Microsoft® Excel® and update them straight from your Sage Pastel software. 

Process and print receipts in one go with Sage Pastel Receipting 

Sage Pastel Receipting from Sage Pastel is a specialised Add-On module for Sage 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 Pastel Receipting will automatically move the receipts into your cash book for you. 

Sage Pastel Receipting for organisations collecting money from customers, members or students 

The provision of printed receipts of payment and the creation of the cash book entries can be achieved in one simple operation. If you require your income to be realised only after receiving payment from your customers, you can make use of the receipt analysis codes. 

Sage Pastel Receipting accounting software benefits include: 

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 

Bill of Materials and Kit Item Codes 

Together with the Inventory module, the Sage Pastel Partner Bill of Materials module gives you access to two related functions: Bill of Materials and Kit Item Codes. With the Bill of Materials 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, per Bill of Material. When you manufacture you can remove component items and create manufactured items. 

Reporting for the Bill of Materials module includes: 

• An audit trail 
• Material requirements to determine whether there are sufficient components on hand to manufacture 
• Components used in Bill of Materials / Kit Item Codes to track inventory items (components) allocated to a finished inventory item (manufactured product). 

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. Sage Pastel’s fixed asset tracking software 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 fixed asset management system 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 Evolution 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 Evolution Accounting system or can be purchased as a stand-alone product 

Streamline your inventory management and warehouse management with Sage Pastel’s warehousing software (Sage Pastel Partner Multi-Warehousing module) 

Set-up and use multiple stores or warehouses with the Sage Pastel Partner Multi-Warehousing module 

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 must specify the store in which the item exists. Sage Pastel’s warehouse management software makes it easy to track and control inventory items. 

Some of the features include: 

• Ability to link users to one or more stores and prevent users from accessing items in other stores 
• Creation of 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 

Project Tracker 

It can be difficult trying to keep track of a project’s income and expenses. Monies laid out, monies received, budgets and project income statements can be a nightmare to prepare –especially when you have multiple projects on the go. 

The  Sage Pastel Partner 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. 

Functionality includes: 

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 Intelligence Reporting 

We have combined South Africa’s leading accounting software with Microsoft® Excel® and have produced a reporting tool that revolutionises the way you make decisions in your business! 

Sage Pastel Intelligence Reporting is an add-on module that dynamically links to your Sage accounting data, taking your business beyond standard reporting functionality. You can generate spreadsheets by simply extracting Sage Accounting data and converting it into an easy-to-read, graphic format. Sage Pastel Intelligence Reporting retains report formats and makes them available for future use. You also have instant access to ‘live’ information and that last minute journal no longer impacts your Excel reporting. Monthly financials account for a large percentage of manual Excel labour. 

Sage Pastel Intelligence Reporting offers a customisable pack which provides drill-down functionality.   

You can customise the standard set of reports and templates, and create new ones. It gives you flexibility with the combinations of financial data you choose to report on. 

Sage Pastel Intelligence Reporting ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more. 

Track items from the moment of purchase to sale with Sage Pastel’s Serial Number Tracking Module 

Sage Pastel Partner 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, inventory management even extends to you being able to track the item for warranty purposes should it be returned to you for repairs. 

Each item has its own unique serial number 

With Sage Pastel’s inventory control software, Serial Number History allows one to view movement history for serial number items. With Serial Number Listing, the serial number per inventory item, along with its status can be viewed. 

Use the Serial Number Tracking Module with other Add-On modules: Multi-Stores and Bill of Materials 

By using the Multi-Stores module, you can transfer serialised inventory items between stores. Use of the Bill of Materials module allows manufacture into serialised items. 

Bill your employees’ time to your customers with the Time and Billing module 

With the Time and Billing Add-On module to Sage 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. 

Analyse staff productivity with the Sage Pastel Time and Billing module 

Sage Pastel’s timesheet management software is useful in any environment where chargeable hours can be billed to customers. The Time and Billing module is very handy project management analysis software. You can monitor staff time and attendance, staff productivity can be analysed through standard reports, and exceptions reports can be run with the timesheet software for rates that vary from the default rate. 

Time and Billing module features include: 

• Chargeable and non-chargeable activity codes 
• Linking activities to and tracking employees 
• Enter timesheets per employee. In each timesheet line, you must select a customer and an activity 
• Creation of 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 

Please link Point of Sale Module to this Text 

Sage Pastel Point of Sale (POS): An affordable, simple and secure payment handing retail solution for small and medium businesses 

A powerful and secure retail solution suitable for small and medium sized retail businesses. 

Powerful, yet easy to set-up and operate, Sage Pastel POS is keyboard friendly for fast processing. Simple screens and large display areas make this cashier-based system ideal for any till point. Sage Pastel 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 Pastel’s Point of Sale security features helps prevent potential theft 

Since Sage Pastel’s POS system is fully integrated, POS makes use of the security controls within Sage Pastel Accounting, as well as allow you to assign access per user in POS. 

Sage Pastel Point of Sale Back Office and Reporting features 

POS integrates seamlessly with Sage Pastel Xpress or Sage Pastel Partner, therefore all the stock reports that you have become accustomed to using, are available for reporting POS transactions. Additional back office functionality includes supplier processing, account payments, viewing customer age analyses and statements. Using Sage Pastel’s advanced stock control and price matrix; you are able to determine pricing per customer, volume based discounts and special prices. 

Please link Debtors Manager Module to This Text 

The Debtors Manager Module helps you to optimise your collections process, and generate up to date and accurate cash flow forecasts from your debtor’s book.  

Get serious about getting paid with Sage Pastel Debtors Manager Software 

• Keep track of all calls made to customers and the promises they make. 
• 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:
  • Why it is outstanding 
  • When it will be paid 
  • What has been done to collect it, and what actions you should take? 
• Select from a menu of up-to-date and accurate cash flow reports. 
• Drill down and get reconciliation’s of invoices outstanding per aging category per customer. 
• Email clear and concise payment reminders for every single overdue invoice per customer. 
• Track movement in balances per customer and per aging category with the Age Analysis Movement Report.