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

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

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

Server is out of Date

Version 12 Users. Have you recently downloaded the Partner/Xpress update 12.1.6, and received the following error: The Pastel Version on the Server is out of Date

One of my clients recently experienced this, after installing on a brand new machine.  After a lot of troubleshooting, uninstalling, reinstalling, and a lot back and forth with Pastel Support, I have finally received a couple of solutions. I would like to share the first one with you.  Should this not work, I have a second solution (which entails emailing an attachment).

Please follow the below steps if you receive the message that The Pastel Version on the Server is out of Date:

• Go to ‘Start – All Programs – Accessories – Run’.
• Type (or copy and paste) the below in the window provided, you may refer to the screen shot below.

Msiexec /i {02788CFF-51EF-493C-A2ED-5C6636257C26} REINSTALL=ALL REINSTALLMODE=vomus

• Select the ‘OK’ option, the error message should be cleared.

Should this not work, as mentioned, please contact me by posting a reply to this blog  and I’ll email you an attachment with further instructions.

Remember, if you’re not the person responsible for your Pastel/Network environment, be sure to check with the powers that be before you do anything.  And always, always backup first.  When in doubt, call Sage Pastel Customer Care or your Sage Pastel Consultant before doing anything you’re unsure of.

Good Luck!!

Steve

Our suite of Sage Pastel Accounting related Professional Services include:
Business Consulting
Sage Pastel Partner Payroll Sales & Support
Sage Pastel Partner Payroll SARS Submission assistance
Sage Pastel Partner Payroll Outsourcing
Sage Pastel Accounting Software Sales & Support
Sage Pastel Accounting Software Implementation & Project Management
Sage Pastel Accounting Troubleshooting & Data fixing
Excel Reporting
Onsite End User and Advanced Training
3rd Party Application Development

e2e logo and name

End 2 End Business Solutions

Sage Pastel Partner/Xpress – Windows 8.1 Update

Windows 8 users,  are you experiencing problems with Pastel since running the latest Windows Update (Windows 8.1 Update)?

I’m sure a lot of you are.  After speaking with the Sage Pastel Technical Support Team, they informed me that a lot of users are complaining about their mapped drives no longer being available, after running the Windows 8.1 Update.  I was provided with 2 possible solutions,  and would like to share 1 of them with you.  (The second solution involves creating a new key in the registry,  and I would recommend that your IT support contact Pastel Support,  or myself for this solution).

Windows 8.1 Update Fix Procedure

Go to C:Pastel12 (or respective Pastel Drive and folder).

Right click on PastelV12.exe (or respective program version) >Properties.

pastel exe properties

Select the ‘Properties’ tab.

Tick ‘Run this Program as an administrator’ under the Privilege level (illustrated below)

run as administrator

Click Apply > OK

Once that has been done, please try opening Pastel and adding / activating the companies again.

Should this not work,  as mentioned,  Please get your IT consultant to contact Pastel Support,  or myself,  so that we can configure the registry as required.

I have also been informed that this Windows update has been retracted,  so let’s hope the next one doesn’t give us too many headaches!!!

until next time,

Steve

Our suite of Sage Pastel Accounting related Professional Services include:
Business Consulting
Sage Pastel Partner Payroll Sales & Support
Sage Pastel Partner Payroll SARS Submission assistance
Sage Pastel Partner Payroll Outsourcing
Sage Pastel Accounting Software Sales & Support
Sage Pastel Accounting Software Implementation & Project Management
Sage Pastel Accounting Troubleshooting & Data fixing
Excel Reporting
Onsite End User and Advanced Training
3rd Party Application Development

E2E
End 2 End Business Solutions

 

Inventory

Copying Inventory Items

Finally it is here!!!  The ability to copy inventory items.

COPYING INVENTORY ITEMS

This new feature is my personal favourite.  Creating multiple (similar) Inventory items has never been easier.  Once an item has been created,  you are able to copy that inventory item,  in order to create a new inventory item.  All you have to do is give the new inventory item a different code,  and change whatever it is you want to change on the new inventory item.  This is a FANTASTIC feature.

Copy Inventory Item

Copy Inventory Item 2

 

I hope you find this,  and the previous new features that I posted, useful.

Enjoy!

Steve.