Payment Updates in previous Financial Year

[Sheena]

Hi,

I am working with Sage Pastel Xpress. I have run the financial year end at the end of March successfully.

However, I am receiving proof of payments from clients now for payments which they made in March but I was not updated.

Is there anyway I can update those payments in the previous financial year. Unfortunately the year end guide did explain that Pastel Xpress does not allow a copy of the company to be made as it is a single user program.

Please help or should I just update payments in April.

Thanks

[Christel]

Don't you process per your bankstatement? Was the bank not out then?

[Sheena]

Hi Christel,

I do not receive that bank statement, my boss generally sends me message updates with payments into that account.

[Neville Bailey]

Hi Sheena,

Open the Cashbook Receipts journal, and then click on the Settings button at the bottom.

You will see an option named "This Year Transactions" - untick it.

You will now see the words "Last Year" appear in red at the bottom of the journal screen.

Close the Settings window.

You can now access financial periods in the last financial year to process your receipts.

[Sheena]

Thank you so much Neville , I managed to capture payments for March.

Quick question, there is another customer who also made a payment in March, my colleague then did a receipting journal for that payment but used 01/04/2017 as the payment date.

Can I reverse that transaction and then update the payment as per your advice above???

[Neville Bailey]

Hi Sheena,

Yes you can.


Sent from my iPhone using Tapatalk

[Sheena]

Great!

Just to be clear, should I follow the process with a minus infront of the incorrect transaction amount and then update the correct transaction under March under cashbook receipts or is there a different method I need to follow seeing that my colleague did a receipting journal.

[Rondel]

Process Journal in previous financial year.

Hi
I am working with Sage Pastel Partner v17.1.4
I also need to do a Journal in the previous financial year, but if I go to Settings in my Journal it does not give me the option to untick "this year transactions".
It is grey and I can not click on it. How can I change it please?

[Neville Bailey]

Hi
I am working with Sage Pastel Partner v17.1.4
I also need to do a Journal in the previous financial year, but if I go to Settings in my Journal it does not give me the option to untick "this year transactions".
It is grey and I can not click on it. How can I change it please?

Are you logged in with a supervisor password?

It sounds as though you are not, and your access rights do not allow you to change that setting.

[Rondel]

I took over from somebody else and I thought I am the only user / supervisor. I now see that if I go to setup - users / passwords, it is also grey and I can't change it.
Do you know how I can change the setup?

[Neville Bailey]

I took over from somebody else and I thought I am the only user / supervisor. I now see that if I go to setup - users / passwords, it is also grey and I can't change it.
Do you know how I can change the setup?

You will need to log on with the supervisor password in order to change the access rights for your user profile. Unfortunately I can't help you with the supervisor password if you don't know what it is.

[SharleneBalan]

Hi Rondel, you need sole access mode when trying to access the setup - users / passwords screen. If there are others that are working on Pastel while you try to access this option it will be greyed out.