Importing multi currency invoices to Pastel from a third party source

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  • KimH
    Email problem

    • Jul 2010
    • 362

    #1

    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."
  • Neville Bailey
    Diamond Member

    • Nov 2010
    • 2786

    #2
    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 - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    • KimH
      Email problem

      • Jul 2010
      • 362

      #3
      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."

      Comment

      • Neville Bailey
        Diamond Member

        • Nov 2010
        • 2786

        #4
        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 - Sage Pastel Accounting Consultant
        www.accountingsoftwaresupport.co.za
        neville@accountingsoftwaresupport.co.za
        IronTree Online Solutions

        "Give every person more in use value than you take from them in cash value."
        WALLACE WATTLES (1860-1911)

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