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

[bamani]

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

[Neville Bailey]

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