1. Printing drill down in colour
When viewing reports on screen, you have drill down options which allow you to see the source of the totals. Pastel allows you to drill down into the fields which are in blue. When printing your reports, you can choose to print the drill down fields in either blue or black by going to File | Printer/Fonts Setup. For printing in blue, select the option Print in Colour from Preview. Deselect the option if you want to print in black.

2. Bank reconciliation
Before proceeding with your current month’s bank reconciliation, we recommend that you check your prior month’s bank reconciliation and ensure it balances. Should the prior month not balance, keep checking back until you get to the first month that balances. Reconcile every subsequent month until you get to current month’s bank reconciliation.

3. Reconcile/unreconcile transactions in the cashbook
For a fast and easy way to reconcile or unreconcile transactions while processing in the cashbook, press the F7 key on the cashbook entry line. This will automatically reconcile or unreconcile the transaction in your bank reconciliation which saves you time when reconciling your bank statement.

4. Calculator
To do quick calculations while processing within the Pastel Xpress program, press the F9 button on your keyboard to open the calculator function.

5. Pastel Irontree
To have your backups done automatically for you, use Pastel’s IronTree online backup service. Pastel IronTree allows you to do an offsite backup of all your critical data in a 100% secure manner. Visit www.pastelirontree.co.za for more information.

6. Backup before updating
When updating cashbook, journals and other documents in Pastel Xpress, it is always recommended that you make a backup before proceeding with the update. This will allow you to revert to your backup should you need to. The option to backup automatically pops up when updating the batch.

7. Processing transactions into the Previous financial year

Need to make adjustments that affect last year? Pastel Xpress allows you access to processing transactions from last year for cashbooks and journals only. To do this, click on the Settings option in the batch and uncheck the option ‘This year’s transactions’. Note that supplier and customer documents may be processed in the current financial year only.

8. Early payment discounts

You can reward those customers who pay you early by offering them early payment discounts. Pastel calculates the early payment amount and date and prints it on the invoice. You can create early payment terms in the Edit | Terms | Early Payment Terms menu option.

 

 

 

9. Cost codes
Track income and expenses of different jobs, departments, projects, etc by using cost codes to allocate costs. You can produce an income and expenses report for each cost code. You can create cost codes in the Edit | Cost Codes menu option, and you can attach a cost code to each transaction processed.

10. Contra entries
You can configure Pastel Xpress to show the contra entries of transactions processed in detail or in summary. Contra in detail will create separate contra entries for each line in the batch. Contra in summary will create one contra entry for the whole batch. You can select this per entry type, in the Setup | Entry Types menu option.

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Website: www.sagepastel.com