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Thread: Pastel Partner - matching open items - only some accessible

  1. #11
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    Where do I look for the "Open Items" on Pastel Xpress?

  2. #12
    Diamond Member Neville Bailey's Avatar
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    Quote Originally Posted by Jillikins View Post
    Where do I look for the "Open Items" on Pastel Xpress?
    Process...Match Open Items.
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
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    "Give every person more in use value than you take from them in cash value."
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  3. #13
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    Ok thank you. Was hoping for an easier method like we have in Pastel Partnet :-)

  4. #14
    Diamond Member Neville Bailey's Avatar
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    What method are you using in Partner?
    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)

  5. #15
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    View -> Customer -> Monthly/Periodic ->Open Item History

  6. #16
    Diamond Member Neville Bailey's Avatar
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    Quote Originally Posted by Jillikins View Post
    View -> Customer -> Monthly/Periodic ->Open Item History
    I stand corrected - until now I was not aware that this feature was not available in Xpress!

    There is another way in which you can view Open Items for a customer.

    Go to View...Customers...Monthly Periodic...Age Analysis. Select your customer code and then tick the options "Print Transactions" and "Show Unmatched OI Only".
    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)

  7. #17
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    Great! Thanks Neville.

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