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Thread: Pastel Xpress v14 company error

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    Pastel Xpress v14 company error

    Good day to all.

    Please can someone assist me.

    I have Pastel Xpress v14, 1user, 1company.
    I have rolled over to the new financial year and started working immediately with invoices.

    The next day, when I wanted to carry on, and I opened my Pastel program, I could only see the previous financial year "company" on the list. When I go to Add Company to add the new financial year "company" folder that I just created yesterday, it says that I have exceeded my maximum companies to add on the program.
    But it is still only one company it is just a new financial year.

    I have tried to remove all other financial year folders but still it does not want me to add the new financial year company.

    Please can someone help me.

    Daleen

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    Full Member EAB's Avatar
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    Good day,

    If I understand correctly you did the year end and selected that the new year needs to be a new company. If you went this route then there are 2 companies as per pastel. Company 1 is your previous financial year company and company 2 is the current financial year company.

    You'll either have to upgrade the pastel to allow more than 1 company or do the year end in the current company. Remember that Pastel only holds the info for 1 previous year. For example, you have a 2015 company, then you have access to info for 2014 year and the 2015 year. If you now do the year end, you will have the details for the 2015 year and the 2016 year. This is why most companies create a new set of account when they do the year end.

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    I"m trying to view my customer database in Pastel and would like to retrieve on ly the name, tel no and email. How do I do this?

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    Full Member UniquelyJanine's Avatar
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    You can copy the company folder into another directory(make a backup).
    Delete it using manage server.
    You should be able to create your new company now.
    If you ever need to view the data from the previous year just do the same with the current company eg backup
    delete , and add the backed up data using manage server.

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    Platinum Member Mike C's Avatar
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    Quote Originally Posted by Richard Diab View Post
    I"m trying to view my customer database in Pastel and would like to retrieve on ly the name, tel no and email. How do I do this?
    Hi Richard. You will have to retrieve all the information and then just delete the columns you do not want.
    Goto - File - Export - Select "Customer Accounts". Give your export file a name such as "Customer.txt" and choose where you want to save it. eg Desktop or documents.
    Go process. Choose your beginning and end accounts and say ok. It will then export all the information to that file.
    Now go to your Excel.
    Choose "Open" and on the bottom right choose "text files" Go to the place you have saved your "customer.txt" file.
    Choose "Delimited" and go to "Next"
    Untick "tab" and choose "other" enter a comma in the required box. Click "Next" leave the next window option at "General" and click "Finish".
    You should now have your whole data base on excel. Go to the columns that you do not need and delete those whole columns so that you are left with the details you are wanting.
    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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    Platinum Member Neville Bailey's Avatar
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    Quote Originally Posted by Mike C View Post
    Hi Richard. You will have to retrieve all the information and then just delete the columns you do not want.
    Goto - File - Export - Select "Customer Accounts". Give your export file a name such as "Customer.txt" and choose where you want to save it. eg Desktop or documents.
    Go process. Choose your beginning and end accounts and say ok. It will then export all the information to that file.
    Now go to your Excel.
    Choose "Open" and on the bottom right choose "text files" Go to the place you have saved your "customer.txt" file.
    Choose "Delimited" and go to "Next"
    Untick "tab" and choose "other" enter a comma in the required box. Click "Next" leave the next window option at "General" and click "Finish".
    You should now have your whole data base on excel. Go to the columns that you do not need and delete those whole columns so that you are left with the details you are wanting.
    A slightly quicker way of doing the above would be to name the export file as Customer.csv instead of Customer.txt. When you open the file in Excel, it will already be sorted into columns.
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    Mike C (22-Mar-17)

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