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Thread: How Do I create a credit card account on Pastel Xpress V12

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    How Do I create a credit card account on Pastel Xpress V12

    Hi,

    I am just starting using pastel Xpress. I openned the company on my pastel Xpress but I only have on bank the current account and petty cash , I would also want to have a credit card account? A friend of mine told me to create an account same as the current and then I can used it like Credit card, I did that but when I openned the cash book my credit card does not reflect , is there anything I did wrong ? Hope I explain myself properly .... Thank you for your help

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    Platinum Member Neville Bailey's Avatar
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    After creating the general ledger account for a new cashbook, you need to do the following:


    • Go to Setup...Entry Types
    • Scroll down to the next available empty row
    • In the "Description" column, type in CB* Payments (where * represents the cash book number)
    • In the "DC" column, type in D
    • In the "Account Access" column, click on the drop-down arrow and select "GL and Suppliers"
    • In the "Date/Period Entry" column, leave the default setting (Period Defaults Date)
    • In the "Cash Book" column, type in the cash book number, or click on the drop-down arrow and select the next available number
    • In the "Currency" column, leave the default setting as "Home Currency" (unless you are using foreign currency)
    • In the "Bank Account" column, type in the new general ledger account that you had previously created for this cash book
    • On the next row, in the "Description" column, type in CB* Receipts (where * represents the cash book number)
    • In the "DC" column, type in C
    • In the "Account Access" column, click on the drop-down arrow and select "GL and Customers"
    • In the "Date/Period Entry" column, leave the default setting (Period Defaults Date)
    • Repeat the above steps for the other cash books that you wish to setup


    Click on OK
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
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