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Thread: Payment Updates in previous Financial Year

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    Payment Updates in previous Financial Year

    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

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    Silver Member Christel's Avatar
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    Don't you process per your bankstatement? Was the bank not out then?
    always fear when Christel is near....

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    Hi Christel,

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

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    Diamond Member Neville Bailey's Avatar
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    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.
    Neville Bailey - Sage Pastel Accounting Consultant
    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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    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???

  6. #6
    Diamond Member Neville Bailey's Avatar
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    Hi Sheena,

    Yes you can.


    Sent from my iPhone using Tapatalk
    Neville Bailey - Sage Pastel Accounting Consultant
    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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    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.

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    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?

  9. #9
    Diamond Member Neville Bailey's Avatar
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    Quote Originally Posted by Rondel View Post
    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.
    Neville Bailey - Sage Pastel Accounting Consultant
    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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    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?

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