Hi :-)
I would like to find out whether it is perhaps possible to type out the entries for the cashbook into excel, and then import them into Pastel?
I am using PastelStartup V12.
Thank you
Regards
Hi :-)
I would like to find out whether it is perhaps possible to type out the entries for the cashbook into excel, and then import them into Pastel?
I am using PastelStartup V12.
Thank you
Regards
Yes, it is possible, but you will need to save the Excel file in CSV format and the data must be arranged in a particular format.
I have attached the format requirements.
To import the CSV file, open a blank cashbook journal. Then click on the Batch button, and then the Import option. You can then browse for the CSV file.
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)
Dave A (28-Feb-13), ultramel123 (28-Feb-13)
Thank you very much Neville. This is going to make my life sooooooo much simpler,as I have tons of months to still capture.
Have you considered getting the Bank Manager module? Makes life even easier!
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)
I have heard about it... would you perhaps know roughly what the cost is?
There is an initial cost of R2,550.00 incl VAT, and thereafter an annual Cover fee of R2,059.00 incl VAT.
I can supply you with the module if you are interested.
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)
let me discuss it with my client, and I will get back to you :-) Thank you very much.
That would really make life easer :-)
Bear in mind that the quote I gave you is based on the assumption that you are using Xpress V12 Xpress Startup (single-user, single-company).
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)
ok great. thank you. I will hear what the "boss" says :-)
One more thing - if you wouldn't mind assisting please
when importing the csv into the cash book - (payments) - must I include the "tax" amount in the column, or leave that column blank for pastel to calculate?
I have always included the VAT amount in the "Tax" column, but I think Pastel will automatically calculate it by virtue of the Tax Code that you will have in the CSV file.
Perhaps do a test import without the VAT amount and see what happens.
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)
ultramel123 (28-Feb-13)
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