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Thread: Importing multi currency invoices to Pastel from a third party source

  1. #1
    Email problem KimH's Avatar
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    Importing multi currency invoices to Pastel from a third party source

    Hi,

    Neville, I am hoping you have a handy trick up your sleeve for this one:

    My client would like to do her own multi currency invoicing and then send me the CSV batch to be imported into Pastel.
    I do her monthly accounting work at my office and I am currently using Partner 11 (I do have Partner 12 so if her current data has to be converted, its not a problem)

    Can you recommend third party software that will integrate seamlessly or perhaps offer an alternative solution?

    Thanks a mill.
    "If at first you don't succeed, do it like your mother told you."

  2. #2
    Platinum Member Neville Bailey's Avatar
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    Hi Kim, please fill in a few gaps in your scenario for me.

    Does your client have Pastel as well, or is the idea that they will produce their multi-currency invoices in Excel?

    Do you have the multi-currency module on your version of Pastel?
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
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    *** 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)

  3. #3
    Email problem KimH's Avatar
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    Hi Neville,

    Thanks for responding so quickly,

    The client doesn't have Pastel, she is considering using this but is also open to alternative suggestions
    Yes, I do have the multi currency module
    "If at first you don't succeed, do it like your mother told you."

  4. #4
    Platinum Member Neville Bailey's Avatar
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    The key is to obtain a CSV file, which is in the prescribed layout for importing into your invoice batches.

    If your client can get their system to produce such a CSV file, then you are sorted.
    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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    KimH (30-Aug-13)

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