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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

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.

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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.

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Convert to Greyscale:

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

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The form will then look like this:

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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.

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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.

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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.

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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

Bulk email in Sage Evolution

If you’re a Sage Evolution user, then like most, you look for ways to work smarter, not harder – bulk email is smarter. It has been said that lazy people are the most efficient, because they’ll always find the quickest solution to solve anything they’re faced with. I’m sure the developers of Sage Evolution aren’t lazy and if they were I wouldn’t dare say so, but they have created some very useful shortcuts for the rest of the Sage Evolution end-user population (which is growing in leaps and bounds – #just saying).

One of these handy tricks the accounting software offers is the option to send processed Sage Evolution invoices in bulk. It’s really quite simple and makes emailing clients their invoices that much easier. It’s quite important to ensure that email address fields are populated in the master-files and a generic message is created. Once this legwork is done, the rest is a breeze.

Bulk email visual:

Bulk Email Selection

Simply call us on + 27 21 447 9565 and one of our Cape Town based consultants will gladly assist you to send processed Sage Evolution invoices in bulk.