Pastel Partner Accounting: Company Cleanup

[michellepace]

Hi there,

Just looking for some thoughts on the best way forward here.

After many years of using v14 our company in Pastel has become very messy. Next week we are upgrading to v19. As part of the process I want to completely clean up our company for the new financial year.

AIM: Cleanup our Messy Pastel Company

• Our GL accounts are very messy
• We have 520 suppliers/customers we haven't used for 2 years
• Our suppliers/customers' Acc No. Codes are inconsistently named
• We have inventory Items we don't use and want to delete
• We have redundant cashbooks

My planned method

• Create an entireyly new company in v.19
• Create my new GL accounts (design driven by owner - ie what is useful for him to see) in the new company
• Create relevant cashbooks in the new company
• Export a list of current suppliers / customers, fix their Acc No. Codes, import into new company
• Export a list of the Inventory Item Codes I want to keep, import into new company

What I'm worried about

• What about the invocies we have issued in March already, how do I bring them over into the new company?
• What about outstanding balances of customers or supplieres, how do I bring them over into the new company?
• What about current goods received notes and purchases orders...

My Question
Can anyone suggest how I address the points that I'm worried about? I'm not fixed to the method I've planned to do my cleanup, so if there's a better way to cleanup things as well as address my worry points - - I'm all ears ??

Thanks very much in advance,
Michelle