Results 1 to 3 of 3

Thread: Uploading csv invoices to Pastel

  1. #1
    New Member
    Join Date
    Apr 2019
    Location
    Cape Town
    Posts
    1
    Thanks
    0
    Thanked 0 Times in 0 Posts

    Uploading csv invoices to Pastel

    Good Day All.

    Our company uses an external sales system to capture about 50 sales invoices per day. This then has to be done in pastel for accounting purposes.

    I am currently uploading the petty cash and bank reports via a csv upload, but was wondering if there was a way to create a upload template which I could upload multiple invoices? I am currently sitting and manually doing 50 to 60 invoices per day, it is MASSIVELY tine consuming.

    Anyone have any advise?

    Many Thanks
    Andre

  2. #2
    Diamond Member Neville Bailey's Avatar
    Join Date
    Nov 2010
    Location
    Westville, Durban
    Posts
    2,760
    Thanks
    44
    Thanked 451 Times in 396 Posts
    Hi Andre,

    I have attached the CSV file layout for the importing of invoices.

    You can also create a CSV template file by manually capturing some invoices in a batch and then export the batch as a CSV file by clicking on Batch...Export. Make sure that you name the exported file with a .csv file extension, so that you can open it in Excel.
    Attached Files Attached Files
    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)

  3. #3
    New Member
    Join Date
    Jul 2018
    Location
    Stellenbosch
    Posts
    7
    Thanks
    3
    Thanked 0 Times in 0 Posts
    One of our departments is doing their invoices on a CSV file, I upload it to pastel every week or so.

    What I did was create a few invoices as usual on Pastel, I didn't update it yet, but rather exported it.
    The file that was exported, I changed to CSV and instructed the department to insert their own values/characters
    There are columns for Supplier codes, amounts, VAT, date, etc.

    Hope it helps.

    Cheers

Similar Threads

  1. Pastel - POs and Supplier invoices
    By TravisZA in forum Accounting Forum
    Replies: 9
    Last Post: 10-May-18, 06:18 AM
  2. [Question] Pastel Customised Invoices
    By ADT44 in forum Accounting Forum
    Replies: 8
    Last Post: 15-Apr-15, 09:04 PM
  3. [Question] Pastel Supplier Invoices Matching - Remove Credited Invoices
    By steffie250 in forum Accounting Forum
    Replies: 6
    Last Post: 10-Mar-15, 01:23 PM
  4. [Question] Pastel Invoices/Summary
    By Martinco in forum Accounting Forum
    Replies: 6
    Last Post: 16-Jul-13, 09:34 AM

Did you like this article? Share it with your favourite social network.

Did you like this article? Share it with your favourite social network.

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •