Pastel Partner / Xpress guides
How to do a stock take
Guidance on the Inventory Count / Stock Take procedure. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). The inventory count is a process where you would do a physical stock count and compare them to the quantity ...
Import your stock count quantities
Details about the file requirements to import during the stock take / inventory count process. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). Instead of manually counting and entering physical quantities on ...
How to set your Document / Invoice numbers
How to set your document numbers for orders, quotes, invoices, credit notes etc. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). Go to 'Setup > Company Parameters'. Now go in the 'Settings' tab and you can ...
How to add a new Foreign Currency
Guidance on how to add a new currency in the Sage Pastel software. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). This guide only applies if you are licensed for the 'Multi-Currency' add on module. Currencies ...
Starting a new company using existing accounts
Pastel Partner - Creating a new company, but using your existing accounts and set up (Guide for Pastel Partner 14, but older versions will loosely follow the same method) If you are going to be managing another companies accounts and you want to ...
How to add a new Bank Account
Guidance on how to create new bank accounts, ready for cashbook processing. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). You will first need to create the bank account as a General Ledger account. Part 1): Go ...
The Tax Manager and how to keep a better check on your VAT
Guidance on how to setup the Tax Manager. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). The Tax Manager is a very useful feature available in Partner and Xpress, you can use it to ensure all VAT is declared ...
How to set up your Tax Boxes for the Tax Box report
Guidance on how to set up your Tax Boxes for the Tax Box report. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). This guide will explain how to set up your tax boxes for your entry types. Please note - we cannot ...
Changing account codes / numbers
Guidance on renumbering your account codes / numbers. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). If you have made a mistake when entering one of your account codes, then you are able to change them, even if ...
How to delete old and inactive customers or suppliers
Guidance on how to delete old customers and suppliers accounts. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). If you have many old customers or suppliers you don't use any more and want to get rid of them, ...
Changing Your Year End Date
Pastel Partner - closing off the year with the Year End process (Guide for Pastel Partner 14, but older versions will loosely follow the same method). If you need to change your year end in Pastel Partner or Pastel Xpress, the best way to do it by ...
Importing General Ledger / Cashbook Batches
Guide on the import specifications, to import a Journal Batch or a Cashbook Batch (Guide for Pastel Partner 14, but older versions will loosely follow the same method) Attached at the bottom of the page is a template, which you can edit the relevant ...
Installing the Pervasive Workgroup Engine
Guidance on how to install your Pervasive Workgroup Engine. (Guide for Pastel Partner 14 and Windows 10, but older versions will loosely follow the same method and prior versions of Windows may be slightly different). Before you can install and use ...
Registering your Sage Pastel software as a Single User / Server
Guidance on how to register your Sage 50c Pastel software. (Guide for Sage 50c Pastel Partner 19, but older versions will loosely follow the same method). How to register as a Single User / Server machine: You need to log in to the machine that ...
Registering your Sage Pastel software as a Workstation
Guidance on how to register your Sage Pastel software. (Guide for Pastel Partner 14, but older versions will loosely follow the same method). Please ensure your registered machine / server has been registered prior to attempting registration of a ...
Making a backup of your company data and restoring
Backing up your data and restoring from a previous backup. (Guide for Sage50c Pastel Partner 19, but older versions will loosely follow the same method). Backing up your data should be done on a regular basis as it is critical to ensure you have data ...
Adding or Reactivating a Company
Guidance on how to add a company into your list of companies to log into (Guide for Sage50c Pastel Partner 19, but older versions will loosely follow the same method). If a company is not in the list when you open up Pastel Partner or Pastel Xpress, ...
The Year End Process
Closing off the year with the Year End process and starting the new financial year (Guide for Pastel Partner 19, but older versions will loosely follow the same method). Before you start the Year End procedure, please ensure you have made a backup. ...
Converting Your Pastel Data
Guidance on how to convert your Sage Pastel data to a later version (Guide for Pastel Partner 14, but older versions will loosely follow the same method). If you need to convert your data, you will need to first register your software. Please see ...
Installing Pastel Partner / Xpress
Guidance on how to install your Sage Pastel Accounting Partner / Xpress software. (Guide for Pastel Partner 14 and Windows 10, but older versions will loosely follow the same method and prior versions of Windows may be slightly different). This is a ...