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Thread: Pastel Periods and Postings

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    Gold Member vieome's Avatar
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    Pastel Periods and Postings

    Please if anyone can help with the following. A client of mine bought pastel and wants to enter all the accounts information from 2010 to 2012 in pastel. I have set the start date for Pastel as Jan 2010 but my client does not have all his info for 2010 is there a way I can post the 2011 accounts without changing the year end period or do I have to wait for the information from 2010 to all be entered first?

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    Platinum Member Neville Bailey's Avatar
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    You can do what you suggest, but it will involve more work than doing the job chronologically and doing the year-end rollovers in the conventional way.

    To do it as you suggest, you will need to do the following:


    • Create a copy company of the 2010 accounts;
    • Delete any transaction history in the copy company (if any);
    • Run the year-end in the copy company, so that it is set up for 2011;
    • Process the 2011 transactions in the copy company (at this stage the copy company will not have any opening balances);
    • Process the 2010 transactions in the original company as and when you can;
    • Process the opening balances in the copy company (as last year entries), using the closing balances of the original company.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

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

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    vieome (13-Jul-12)

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    Gold Member vieome's Avatar
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    Thanks Neville much appreciated.

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    Hi Neville,

    Really need your help on Pastel!

    I created a company on Pastel but captured the wrong period when setting up the compnay using "Auto setup".

    Where can I change the period to the correct one? I tried by going to SETUP-PERIODS but when changing "Last year" periods it does not update "This year periods"

    When setting up i accidently captured "last year" period as "this year"

    Please can you help me - this is an assignment and I need to submit soon but cannot continue.

    Much appreciated

    Kyle
    0820757505
    kyle.clark@netcare.co.za

  6. #5
    Platinum Member Neville Bailey's Avatar
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    Hi Kyle, I have responded to your PM.
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    *** 20% DISCOUNT ON PASTEL XPRESS / PARTNER SOFTWARE UNTIL 15 DECEMBER 2017 ***

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

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