Year End Backup in Pastel V17

Pastel Version 17 is upon us and development enhanced some of the regularly used features. One of these changes, affects the backup procedure when processing the year end. Let’s take a look at how this changed:

Backup regularly

Now as we know, making regular backups of your Pastel data is vital for any business. This doesn’t only help yourself when restoring a backup, but also provides your Pastel consultant with more information, should they have to do a data-fix.

Year End Backup V17

The year end procedure hasn’t changed much. The only difference comes in when you decide not to create a new company.

Do not copy company Backup

A backup screen will pop up, prompting for a backup before the year end process starts. Here you can backup like you normally would.

Yearend Backup

Should you exit the backup window you’ll be presented with a notification window of the implications when not creating a backup.

Warning Backup

When clicking yes, you will be taken back to the backup window. Should you click no, an entry will be captured in the System Changes Audit Trail under the Backup Parameter Category.

System Changes Audit Trail Backup

Xpress Start-Up V17

Please note: Xpress Start-Up packages only allows you to create one company. Therefore it is absolutely vital to make a backup before processing a year end, since you won’t be able to create a copy company.

Apart from making a backup at year end, I cannot emphasize how important it is, to make regular backups. Even if you make use of an automatic backup system like Irontree, please still make your own backups at year end. Backups make data fixing so much easier for your Pastel consultant.

Should you have any queries or need assistance with any Pastel related query, you can log a support incident on our website by clicking here.

Looking forward to hear from you

2016 Sage Pastel BP of the year

After a complex and uncertain business year that was filled with many challenges End 2 End Business Solutions has won the Sage Pastel BP of the year award for the Western Cape for the second time in 4 years! (Sage Pastel Business Partner of the year)

Sage Pastel BP of the year

Congratulations to everyone involved and a big thank you to all our customers that have supported E2E during this time.  Without our Customers support or our consultants dedication to their work this achievement would not have been possible.

Our upgraded support logging infrastructure and full time support desks have been well received.  This has directly assisted with improvements on service delivery turn around times.  Something that we will continue to work on for 2017.

The economic trend towards a more digital environment affords everyone many exciting new options for the future.  Sages improved and integrated service offerings are helping SMME’s bridge the gab between traditional trading methods and new and innovative solutions whilst still remaining affordable.

As a leader in our industry we endeavour to remain up to date with these improved service offerings.  It is our aim to pass on as many of these new solutions as possible.  The express purpose is to improve our clients efficiency and hopefully profitability.

In closing, an award is only as good as the competition and we have great competition.  Well done to all the other resellers.  Congratulations again to the Sage Pastel Accounting department of End 2 End Business Solutions. You guys rock!

Brian
General Manager

2016 Sage Pastel BP of the year

Pastel Partner Forms Designer V17

Editing forms in Sage Pastel has always been tricky, however, now with Pastel Partner Forms Designer V17 following a few of these easy steps your forms can look unique and professional:

Pastel Partner Forms Designer V17 Made Easy

Border Color, Fill Color and Rounded Corners on Boxes

Customize your documents by changing the border colors and the colors of the boxes on the documents. You can change the boxes from square corners to rounded corners to enhance the look of your documents.

forms-designer-1

Convert all Text and Fields to Individual Font:

Change the header and footer fonts on individual forms. This selection will then ignore the font settings selected in the Pastel Font Setup from the menu bar.

Currently all text fields are predefined (either as Main or Title) you cannot change the font or size, however changing it to individual you can. Selecting convert will change all text fields and you don’t have to select one by one.

forms-designer-3

forms-designer-2

forms-designer-4

Convert to Greyscale:

Convert your document to greyscale to ensure that the document is not printed in color on a color printer.

forms-designer-6

The form will then look like this:

forms-designer-5

Color Replacement Tool and Select all Same Color:

Select a color and replace the selected color with a new color throughout the document. This option selects all items in the form that are the same color and you can reformat these selected items.

forms-designer-7

forms-designer-8

forms-designer-9

Inserting a logo is not that difficult however for some reason the logo sometimes disappears, Now with Pastel Partner Forms Designer V17 the Image file is automatically stored in the company folder.

forms-designer-10

Images are sized according to available space and no longer change their aspect ratio (This can be overwritten by selecting no)

Images automatically resize when added to a document.

forms-designer-11

The form in short would then look like this:

New Forms Designer V17

If you require any assistance,  please call our call center:
+27 21 447 9565

Alternatively, click here to log a support incident via our website,  and a support consultant will contact you:

Sage Pastel My Customers Zone

What is Sage Pastel My Customers Zone? It’s an add-on providing your customers with an online profile to access their invoices and statements.

Ever wanted a web based solution where your customers can log in, view their invoices & statements and make payments online, right there and then? Now you can do just that with Sage Pastel My Customers Zone. Pastel introduced this fantastic feature some time ago and underwent a few updates and changes to enhance user experience. Let’s take a look at the features available in this add-on:

Sage Pastel My Customers Zone

There are two parts of the Sage Pastel My Customers Zone, namely: Customer Console and Admin Console.

Customer Console:

When a customer logs in on Sage Pastel My Customers Zone, a homepage displays where they can view the last invoice which was invoiced to their account, the last payment they made, the terms linked to their account as well as their credit limit.

Customer Login - Sage Pastel My Customers Zone

The Accounts menu, grants them access to view their statements or to see which transactions are still outstanding on their account. From here they can also print, save or pay (Sage Pay account needed) their outstanding invoices by a click of a button.

Statement - Sage Pastel My Customers Zone Outstanding Transactions - Sage Pastel My Customers Zone

 

Admin Console:

When logging in on the Sage Pastel My Customers Zone, a nifty dashboard displays, where you can view how many payments were made to you, the total Rand value of those payments and how many documents were paid. These payments appear on a nice graph which can be viewed in weekly, monthly or yearly format.

Admin Login - Sage Pastel My Customers Zone

The Settings menu consists of options to set up site branding and store additional branding images. Also link your cash customers or send invitation emails to ‘on account’ customers. This email contains a link for them to create their online profile on Sage Pastel My Customers Zone.

Branding - Sage Pastel My Customers Zone

Cash Accounts - Sage Pastel My Customers Zone

Communications - Sage Pastel My Customers Zone

Store Images - Sage Pastel My Customers Zone

The Documents Menu gives you access to view all documents, like invoices and credit notes, processed on Pastel. Use the search function to locate a specific document. You can also upload and attach additional documents to the online documents. This Documents report can also be exported to Excel.

Documents - Sage Pastel My Customers Zone

After linking your Sage Pay Account under the Sage Pay menu, you can view all payments made to you. Both successful and failed.

Sage Pay Payments - Sage Pastel My Customers Zone

Lastly you have access to an Authorization Report which displays who logged in & when. There’s also a Document Views Report which displays which documents were viewed by your customers. Both these reports also include the search function and can be exported to Excel.

Authorization Report - Sage Pastel My Customers Zone Document Views - Sage Pastel My Customers Zone

Need help setting up Sage Pastel My Customers Zone? Log a support request on our website by clicking here

Sage Pastel Mobility

Do you know what Sage Pastel Mobility is?  Think of it this way: Desktop Accounting meets Cloud

Have you ever wanted a mobile solution to your Accounting package where you can transact via your smart phone or tablet? Now, you can do just that with “Sage Pastel Mobility”. Pastel introduced this fantastic feature some time ago and underwent a few updates and changes to enhance user experience. Let’s take a look at the features available in this add-on:

Sage Pastel Mobility

With Sage Pastel Mobility, your sales reps will be able to process quotes, sales orders and invoices with this amazing app which interlinks with your desktop accounting software.

Pastel Mobility Quote

You can access your stock levels and pricing at any given time.

Pastel Mobility Stock Level Pastel Mobility Stock Price

Get customer information with a touch of a button, straight on your mobile device.

Pastel Mobility Customer Information

Like when selecting a customer address, it opens up your GPS app (like Google Maps) on your mobile device and locates the address on the map. Now just click on go and your app directs you to the customer.

Pastel Mobility GPS

Or when selecting a contact number, it automatically inputs the number on your dial pad.

Pastel Mobility Dail Screen

Or when you select an email address, it automatically opens up a new email with the selected email address.

Pastel Mobility Email

When processing an invoice, quote or sales order on Sage Pastel Mobility, it creates a document with a W prefix in an open batch on the selected user’s profile. WI for invoice, WW for Sales Order and WQ for Quote.

Have more than one company to transact on? No problem. Simply set up the Sage pastel Mobility users in each company and you will be able to open the different companies on your mobile app once logged in.

Pastel Mobility Company List

If you need any help setting up Sage Pastel Mobility, please log a request on our website by clicking here

Importing inventory count via excel

If counting inventory is a nightmare at month end. Importing inventory count via excel it is as easy as following the following steps:

Importing inventory count via excel

Click on process -> Count Inventory

Importing inventory count via excel process screen

 

The following screen will appear:

Click No

Importing inventory count via excel rebuild screen

The following screen will appear:

Click Next

 

Importing inventory count via excel inventory snapshot

The following screen will appear:

Please choose your store that the stock take will be made of.

Click Next

Importing inventory count via excel range snapshot

The following screen will appear:

Click Process

Importing inventory count via excel confirm operation

The following screen will appear:

Click No

 

Importing inventory count via excel count inventory assistant

The following screen will appear:

Click Continue

Importing inventory count via excel inventory assistant

The following screen will appear:

Please make sure the green radio button is at (Print a count sheet)

Click Next

Importing inventory count via excel print countscreen

The following screen will appear:

Change the printer to Excel

Also make sure the correct store is selected

Click OK

Importing inventory count via excel print screen

Excel will now open:

The following worksheet will appear:

Importing inventory count via excel excel drop

Type in the physical quantities in column H

Importing inventory count via excel add quantities

Delete column C,D,E,F,G

 

Importing inventory count via excel delete

Delete row 1,2,3

Importing inventory count via excel delete row

In column b type the store code (The code must be in uppercase)

Importing inventory count via excel add store code

Select column A -> right click and select Format Cell

Importing inventory count via excel format cell

Click Custom -> Select the word general and type (four zero’s) 0000 (Excel drops leading zero’s on numeric codes. For example the first code in pastel is 0001 however when exported it is 1) -> click OK

Importing inventory count via excel formattingImporting inventory count via excel formatting 2

In column D just make one space (This is called a phantom column) 

Importing inventory count via excel blanck cell

Click File -> Save As -> Choose your location and file name -> File save Type must be CSV (Comma delimited) (*.csv)

Importing inventory count via excel save

The following screen will appear:

Click Yes

Importing inventory count via excel save2

Right click on the new excel csv file that was created

Open with Notepad

Importing inventory count via excel notepad

The following screen will appear:

This is a check to see that the file saved correctly. The image on the left is correct. The image on the right shows incorrect lines at the bottom.

Importing inventory count via excel notepad2Importing inventory count via excel notepad 3

If your document opens and it looks like the image on right please delete about 20 columns after D (E till X) and about 20 rows at the bottom of your data (In this case from row 2546-2566)

Importing inventory count via excel check

Importing inventory count via excel delete rows

You can close remember to resave the excel sheet if any changes has been made.

 

Open Pastel

In Pastel make sure the green radio button is on Import a text file. This will allow importing inventory count via excel

Importing inventory count via excel import

The following screen will appear:

Select the first option of both

Click on browse

Importing inventory count via excel selecting

The following screen will appear:

Select your excel csv file that was saved

Click Open

Importing inventory count via excel browse

The following screen will appear:

Click Process

Importing inventory count via excel confirm

The following screen will appear:

Please take note of the line numbers (in this case 46,49,50,51,52,55)

Click Close

Importing inventory count via excel errors

The following screen will appear:

Click No

Importing inventory count via excel inventory assistan

The following screen will appear:

Importing inventory count via excel import

Open the saved excel csv file

Delete the rows as indicated (in this case 46,49,50,51,52,55)

Importing inventory count via excel check excel

Select column A -> right click and select Format Cell

Importing inventory count via excel formatting

Click Custom -> Select the word general and type (four zero’s) 0000 -> click OK

Importing inventory count via excel formatting

Click File -> Save As -> Choose your location and file name -> File save Type must be CSV (Comma delimited) (*.csv)

Importing inventory count via excel save as

The following screen will appear:

Click Yes

Importing inventory count via excel confirm

The following screen will appear:

Click Yes

Importing inventory count via excel confirm save

Open pastel

In Pastel make sure the green radio button is on Import a text file. This will allow importing inventory count via excel

Click Next

 

Importing inventory count via excel import

The following screen will appear:

Select the first option of both

Click on browse

Importing inventory count via excel browse

The following screen will appear:

Select your excel csv file that was saved

Click Open

Importing inventory count via excel find file

The following screen will appear:

Click Process

Importing inventory count via excel confirm

The following screen will appear:

In Pastel make sure the green radio button is on Enter or edit physical quantity on hand and the tick box is selected

Importing inventory count via excel change error

The following screen will appear:

Manually type in the quantities that was errors (in this case 46,49,50,51,52,55)

Importing inventory count via excel change errors

The following screen will appear:

Click Process

Importing inventory count via excel confirm

The following screen will appear:

Click Finish

Importing inventory count via excel operation complete

The Importing inventory count via excel is now complete.

If you require any assistance,  please call our call centre:
+27 21 447 9565

Alternatively, click here to log a support incident via our website,  and a support consultant will contact you:

 

 

 

Sage Pastel Partner/Xpress – Status 30

Sage Pastel Partner/Xpress – Status 30 – Files in your Company database cannot be accessed.

With winter around the corner the usual bout of colds and flu viruses can only be expected, computer viruses however tend to take us by surprise.

One particular Ransomware virus known as ‘Cryptowall’ has been doing the rounds as of late, affecting networks both locally and internationally.

This mean bug encrypts your data and holds it to ransom.  Ransom takes the form of payment via bit-coin only and apparently your data is unlocked on receipt of payment.

The only other solution is a restore.

As this is not a Sage Pastel issue, if you have received this error or you find that your software is not working as it previously did, we can only suggest asking your IT Administrator to check the entire network.

Many of my clients have been receiving this particular error when working with Inventory:

Status 30 – (One or more files in your Company database cannot be accessed.  Please contact your local support centre or distributor for assistance) File 45 (Adjust Inventory – accbsj.000(user))

Sage Pastel Partner/Xpress – Status 30 – Files in your Company database cannot be accessed

 

After much troubleshooting and discussions with the Sage Pastel Technical Team, this is the “cure” I received:

The virus takes the form of a file left in the Sage Pastel folder or a company folder. If you open the folder is says “how to decrypt 3.0”. The errors that they have picked up are random.  

A format of the machine is required to completely get rid of the virus and thereafter one needs to restore a backup from a viable external source that was not affected by the virus.

You can attempt to delete all files with .00* extensions including defaults and controls. And thereafter try again.

Usually, when one deletes the batch file in question, the virus recreates it and it and goes on in an endless loop.

Should the deleting of the .00* files not work, the only other option is to restore a reliable backup.

 

Like any condition, prevention is better than a cure. One of the recommended applications to use to prevent an attack can be found here:
http://labs.bitdefender.com/projects/cryptowall-vaccine-2/bitdefender-offers-cryptowall-vaccine/

Before installing this, make sure that it is approved by your IT Administrator.

Please be vigilant and do not open any attachments that you are not certain about.

I sincerely hope you survive the winter without getting bogged down by this bug!

All the best,

Steve

Error Upgrading SI Metabase

If you have recently upgraded to Sage Partner or Sage Xpress Version 14,  with Sage Intelligence  and you keep receiving the message “Error Upgrading SI Metabase” I have the solution.

Error Upgrading SI Metabase

Error Upgrading SI Metabase

Here is the solution to correct the “Error Upgrading SI Metabase” issue:

It is a registry setting that needs to change.  See below.  The server “Path” needs to change from C:Pastel14 to P:,  or the Mapped drive letter that is being used to map to your Pastel14 folder on the server.

You will find this key in the following location:

Click START – RUN and type in regedit
Browse to: Computer HKEY_LOCAL_MACHINESoftwareWow6432NodeSoftlinePastel Partner 14

Registry Entry

Registry Key Entry

“Right Click” on Path,  and select Modify 

Modify Registry Entry

Modify Registry Entry

In the “Value data:” field,  change the path.  Select the mapped drive that has been used on your workstation.

Modify Value Data

Modify Value Data

 

NB!  If you are not comfortable with editing registry keys, ask your IT Administrator to assist with this.

Until next time..

Steve

 

 

Partner V14 Automatic Bank Feeds

Sage Pastel Partner Version 14 is due for release this month.  I would like to talk about one the exciting new features in this release, namely Automatic Bank Feeds 

Bank Manager has now been taken to a new level with Automatic Bank Feeds. What this means is,  is that there is NO MORE downloading and importing your Bank Statement into Bank Manager. Through Automatic Bank Feeds, Your Bank statement is imported directly into Bank Manager. You are still able to continue working in Pastel, whilst the  Feeds populate.  Also,  the mapping that you have already configured,  will still be applied.  This means that 80% of your work will have been done for you.

In order to take advantage of this new feature,  you will need a couple of things in place:

An active Business Care Licence
Bank Manager
You will need to create a “Read Only” account in your Internet Banking

For peace of mind, Automatic Bank Feeds make use of internationally recognised 3rd party software called Yodlee.  You can read more about this software by visiting www.yodlee.com.

How to use Automatic Bank Feeds:

Select your Bank.

Bank Feeds 1

Enter your online banking details. (Please note: this info WILL NOT be stored anywhere in Pastel.)

Bank Feeds 2a

Select your Cash Book.

3

Select the Bank Account linked to the Cash Book.

4

Request Bank Feeds. (Please note: You can only submit one Automatic Bank Feed per day)

5

Select Automatic Bank Feeds as the Statement Provider in Bank Manager.

6

The rest of the processing in Bank Manager is now the same as it was before.

Until next time,  enjoy the time saved.

Steve