Pastel Partner questions & answers

Integrated accounting for small and medium businesses
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Question by Liezel Kleynhans
150 views
March 13, 2022

I work on pastel express I have totals showing on my Customer age analysis but it does not show in the match open Items

Usha Kumari
Answer by Usha Kumari

The issue may be due to the match open items not being updated or synced properly. Try refreshing or restarting the program, and ensure that all data is saved and up to date. If the issue persists, contact Pastel support for assistance.

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Question by TAMMY
475 views
February 18, 2017

How do I export files to Excel? How do I get rid of a number after the dot on our amounts for example R9350.964.

Stephen Prastman
Answer by Stephen Prastman

You can export to Excel through the available options like: File > Export or File > Save As.


If there is no XLS support, then simply export to a format that Excel can open. For example, you can use TXT or CSV, but CSV is the one you should use in this case.


The dot in the number can be changed from the number formatting options.

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Question by Guest
604 views
September 5, 2014

1.Does using GRN’s (Goods received notes) influence the VAT account / report
2.What are the two ways Pastel deals with the accounting of stock in the system? Where do you select the options
3.When does Pastel allow you to use 13 periods in a financial year?
4.) In which part of Pastel would you use a CRUD matrix, can you please give me the menu options.

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Answer by Guest

1.No
2.Edit inventory
3.Process Customer
4.

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Question by Lyn 1
672 views
December 19, 2012

How do I change the viewing font size inside the program (for journal entries) on Pastel version 5.2K? The program is running successfully with 32-bit Windows 7 operating system.

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Answer by Sean Hill

You can't change the font of the application, but you can change the font for journals, reports, invoices, etc.


To do this, go to File > Printer > Fonts Setup > Statements and then on
Remittances. You have the possibility to change font type, size, color, spacing, etc.

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Question by Guest
387 views
June 26, 2011

I use Pastel Partner ver 5.2 however when I email statements to my HP laser printer the fonts are off the page. What do
I do?
thanax Ed

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Answer by Neville Bailey

I am not sure what you mean when you say "email statements to my HP laser printer"? Surely you mean that you print to your HP laser printer?


If I am correct, have you checked that the paper size settings on your printer are set to A4?


If you would like me to assist you remotely via TeamViewer, please fill in your details at www.accountingsoftwaresupport.co.za/contact.php and I will get back to you.

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Question by Tony Mburu
370 views
October 29, 2009

I have a payment appearing in the customer statement and the detailed ledger, but the problem is the statement balance is higher than the later, meaning that the payment has not catered for by the arithmetics in the statement. I've run the data integrity but to no avail. How do I rectify the problem?

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Answer by Robert Polubinski

The first thing you need to do is to issue another statement. In some cases, the application has errors because bugs in the code. Issue another statement and compare the results. If you still encounter the same error, you will have to check every item and procedure applied to the statement because somewhere something is wrong in terms of money and value. The integrity checker won't show anything as long as the data doesn't have weird characters or large amounts of money. If you have the document opened, close it and then re-open it back.

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Question by Guest
287 views
April 25, 2014

Invoice drilldown is not available for some "blacked" out invoices whereas the majority of "blue" are available for drilldown. All invoices capture the same way in Debtors module. These invoices were available, but then suddenly were not. All invoices are current. Problem applicable to all debtors. Within single debtors there are available and non-available drilldown invoices.

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Answer by Julia Bocchetta

I recommend checking Google Search and the websites listed through Google. I have seen some websites providing information about this, but it's not very conclusive. Additionally, get in touch with Sage's Customer Support and request help for the application you're using.


Use the following page to obtain contact emails: https://www.pastel.co.za/Contact-Pastel-Accounting-Software.asp

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Question by Guest
267 views
January 13, 2014

I entered all the payments in the receipts column. Is there a way to change it over to the payments column, or do I have to start over?

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Answer by Pete Clapp

Unfortunately, you can't move the data from the receipts column to the payments column. You will need to start all over again. If you have issues, I recommend you contact the support team. You can get in touch with them using the contact information from the official web page.

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Question by Guest
242 views
January 22, 2014

Where can I look at orders again if I update them to invoices?

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Answer by Dan Angel

Unfortunately, there is no information regarding your query. I'm afraid that once you update the orders to invoices, you can't do anything to check them again. I recommend you contact the developers for further information. You can get in touch with them using support@pastel.co.za email address or +27 86 112 6837 phone number.

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Question by Guest
219 views
May 14, 2014

The dates in one of the periods of 12 periods is incorrect. How do I go about changing it? It is grayed out.

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Answer by Alex Urbach

The periods in the application are influenced entirely by the way the user enters them. Typically, you should have the possibility to change those dates with the help of an Administrator user. In case it's not working, then I recommend checking the available tutorials and discussions on the websites listed through Google Search. Access the page, then browse to the TheForumSA where a discussion on this matter is debated. Secondly, try using the help database available within the application.

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