Results 1 to 6 of 6

Thread: Pastel V11 - Change in year end and change in # of periods

  1. #1
    Email problem
    Join Date
    Apr 2012
    Location
    JHB
    Posts
    3
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Cool Pastel V11 - Change in year end and change in # of periods

    Hi all

    I currently have a Pastel book with captured tx from 1 Mar 11 to 28 Feb 12 (28 Feb being the year end).

    The company changed its year end to 30 September.

    Is there a way to cut off this pastel book up to 30 Sept 11 under 'Setup' 'Periods', whereby there will be only 7 periods (Mar 11 to Sep 11), with the possibility of losing the captured tx from Oct 11 to 28 Feb 12? And, carry over the Oct 11 to 28 Feb 12 tx to a new pastel book?

    Thanks a mill!

  2. #2
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,373
    Thanks
    35
    Thanked 392 Times in 339 Posts
    There isn't a way of doing what you want via the usual Pastel interface, without going into the database with special software and fiddling there.

    If you knew about the change in financial year-end before you captured transactions from October 2011 onwards, it could have been easily handled.

    Let me know if you would like me do some "digital engineering" on your database and get you what you want.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  3. #3
    Email problem
    Join Date
    Apr 2012
    Location
    JHB
    Posts
    3
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Cool

    Quote Originally Posted by Neville Bailey View Post
    There isn't a way of doing what you want via the usual Pastel interface, without going into the database with special software and fiddling there.

    If you knew about the change in financial year-end before you captured transactions from October 2011 onwards, it could have been easily handled.

    Let me know if you would like me do some "digital engineering" on your database and get you what you want.

    Hi Neville,

    Thank you very much for the feedback - Yes, it would have been easier if such tx were not capturing back then. I will chat to my line manager and see what he says.

    Thanks a mill

  4. #4
    New Member
    Join Date
    Jul 2015
    Location
    Walvis Bay, Namibia
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Sorry if I am doing this wrong - I am new to forums.
    My client also changed year-end, from Feb to Jan. We have posted in the year of change op to period 3. I tried to reduce the periods from 12 to 11 to Get to a Jan 2016 year-end. Upon saving, the message is that the changes will not be saved as they are not compatible to the tax manager.
    I tried to change the tax manager, but with no sucess.
    Please help

  5. #5
    Platinum Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Morningside, Durban
    Posts
    2,373
    Thanks
    35
    Thanked 392 Times in 339 Posts
    Quote Originally Posted by Koot View Post
    Sorry if I am doing this wrong - I am new to forums.
    My client also changed year-end, from Feb to Jan. We have posted in the year of change op to period 3. I tried to reduce the periods from 12 to 11 to Get to a Jan 2016 year-end. Upon saving, the message is that the changes will not be saved as they are not compatible to the tax manager.
    I tried to change the tax manager, but with no sucess.
    Please help
    Hi Koot,

    Have you tried clearing the Tax Manager settings? Go to Change...Reopen Tax Period/Clear Tax Manager Settings.

    Hopefully you should then be able to change the number of periods.

    Once you have done that, you can set up the Tax Manager settings again.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

  6. #6
    New Member
    Join Date
    Jul 2015
    Location
    Walvis Bay, Namibia
    Posts
    7
    Thanks
    0
    Thanked 0 Times in 0 Posts
    Hi Neville,
    Thanks, you are a star! Your plan worked.

    Best regards

Similar Threads

  1. How to change opening balances in Pastel
    By C3l35t3 in forum Accounting Forum
    Replies: 5
    Last Post: 04-May-12, 09:53 PM
  2. How to fix periods in Pastel V11 year - end procedure
    By Vinruby in forum Accounting Forum
    Replies: 11
    Last Post: 09-Apr-12, 04:04 PM
  3. [Question] Pastel Partner V11-change financial year end
    By caylin in forum Accounting Forum
    Replies: 2
    Last Post: 04-Mar-12, 04:34 PM
  4. Replies: 3
    Last Post: 24-Jun-11, 04:59 PM
  5. Will the VAT threshold change?
    By Dave A in forum Tax Forum
    Replies: 8
    Last Post: 05-Oct-08, 07:24 PM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •