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Thread: Pastel Assistance Please-Adding Accounts

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    Pastel Assistance Please-Adding Accounts

    Hi All, please assist.I am required to open a add a new account for a client(who is currently under an agent's name on Pastel).When creating the new account there will be no payment history or invoice processing as it has been allocated to the "Agent's" account.There is currently only one invoice that has been referenced to this particular client, however it is in the previous year and therefore will not reflect currently.How do I go about creating this account and having the correct information reflecting?

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    Add the account, and then use journals to transfer the info to the new account

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    Thanks.

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