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Thread: Pastel Xpress Assistance required

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    Pastel Xpress Assistance required

    I took over the running of Pastel Xpress V12 for a client. Previous chap claims to have run a period end but the TB for this year is no showing any balances. Last Year TB is available. How to proceed with Take on balances.

    regards

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    Platinum Member Mike C's Avatar
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    If the new financial year starts on 1 March 2015, and you have closing balances as at 28 Feb 2015 that you want to take on, then open the General Journal, go to the Settings button at the bottom, and untick the box named "This Year Transactions", then click on Close. You will then see the words "Last Year" in red at the bottom of the journal. Now, select period 12 of last year, and capture the entries there using ledger account 9990/000 "Take on Balances"

    (taken from an earlier post by Neville Bailey - with relevant dates changed)
    An education isn't how much you have committed to memory, or even how much you know. It's being able to differentiate between what you do know and what you don't. - Anatole France

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    Hi there,

    Not sure if this is the place to ask this question but here it goes. I have just completed my Bookkeeping studies and have my first client(My Son) whom I want to load and get his books up to date onto Pastel. He has 2 years of books on Freshbooks and has only been tracking invoices and some payments and some deposits from clients. He is in a hurry to calculate the costs of this year tradings to establish whether he can afford to move into a new building to lease for the first time. I was thinking if I could open hes New Company on Pastel and import what he currently has on freshbooks then enter all this years transactions in order to get total figures of expenses etc. then afterwards do last years transactions? Will I be able to do this or not?

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    Thank you for your assistance!

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