SAGE PASTEL PARTNER

BEGINNER COURSE

STUDY MATERIAL
 INSTALLING SAGE PARTEL PARTNER

FIRST STEP
Before you can install and use Sage Pastel Partner, you need to install
the database engine (Pervasive).

This is a guide on how to install it from the setup files that have been
downloaded from a link sent to you by our support team at your
request.

“To Receive The Pervasive Database installation files Whatsapp the name name FILE to
0773 167 539”

After receiving and downloading the Pervasive Database installation files , go to the
folder where you have saved it.(In this tutorial the download file is
saved on the desktop)

Continue by unzipping the download as shown below;

1 FIRST RIGHT CLICK ON

← “WORKGROUP FOR
← WINDOWS.ZIP FILE”

THEN CLICK ON “7-

ZIP”

←
← THEN CLICK ON
← “EXTRACT FILES”
3
THE SYSTEM WILL TAKE YOU TO TH FOLLOWING WINDOW
 CLICK ON “OK”
TO EXTRAXT
THE FILE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

YOUR FILE IS EXTRACTED AS SHOWN BELOW;

RIGHT CLICK ON
“WORKGROUP FOR
WINDOWS FILE” 1

2
THEN CLICK ON
“OPEN”

←
← THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW
 DOUBLE CLICK 1
ON “SETUP.EXE”

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

1
READ THROUGH
THE NOTES IF
INTERESTED
THEN CLICK ON
“YES”

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

READ THROUGH
THE NOTES THEN 1
CLICK ON “NEXT”

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

1
FIRST SELECT “I ACCEPT
THE TERMS IN THE
2
LICENSE AGREEEMENT”
THEN CLICK ON
“NEXT” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

FIRST SELECT
“COMPLETE”
2

THEN CLICK ON
“NEXT” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

READ THROUGH
1 THE NOTES THEN
CLICK ON
“INSTALL”

THE INSTALLATION PROCESS WILL BEGIN TO RUN

 WHEN IT IS DONE THE FOLLOWING WINDOW WILL COME UP

FIRST SELECT “I WANT TO

RUN THE TRANSACTIONAL
1
TEST””

THEN CLICK ON
“NEXT” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 1 CLICK ON “NEXT”
TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

FIRST SELECT “I WANT TO 1

RUN THE RELATIONAL
TEST””

THEN CLICK ON
“NEXT” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 CLICK ON “NEXT”
1 TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

CLICK ON
“FINISH” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 1
CLICK ON
“FINISH” TO
FINISH

SECOND STEP
THE SECOND STEP IS TO RECEIVE,DOWNLOAD AND INSTALL SAGE PASTEL PARTNER
“To Receive The Sage Pastel Partner Installation Folder the name name FILE to 0773 167
539”

After receiving and downloading the Sage Pastel Partner Installation file go on and do the
installation by taking the following steps

First Open The Folder Containing The Installation File:In This Case Our Installation File Is In
The Desktop Folder

THEN DOUBLE CLICK ON

THE “INSTALLATION FILE”
THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW
 1

READ THROUGH
THE NOTES IF
INTERESTED
THEN CLICK ON
“YES”

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

ON THE WELCOME TO THE

INSTALLSHIELD WIZARD FOR
SAGE PASTEL PARTNER
1
WINDOW CLICK ON “NEXT” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 FIRST SELECT “I ACCEPT
THE TERMS IN THE
LICENSE AGREEEMENT”

1 THEN CLICK ON
2
“NEXT” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

FIRST SELECT
“TYPICAL”

1
THEN CLICK ON
“NEXT” TO
CONTINUE 2

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 CLICK ON “NEXT”
1 TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

CLICK ON
“INSTALL” TO 1
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 CLICK ON “YES”
1 TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

1 CLICK ON “YES”
TO CONTINUE

THE INSTALLATION PROCESS WILL RUN AS SHOWN BELOW

ONCE THE INSTALLATION IS COMPLETE THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

CLICK ON “FINISH” TO
COMPLETE THE 1
INSTALLATION

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 CLICK ON “YES” TO
RESTART 1

ONCE YOUR COMPUTER IS RESTARTED YOU CAN NOW OPEN SAGE PASTEL PARTNER

TO OPEN SAGE PASTEL PARTNER YOU TAKE THE FOLLOWING STEPS

FIRST DOUBLE CLICK

THE SAGE PASTEL
PARTNER SHORTCUT
ON YOUR COMPUTER
DESKTOP

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

CLICK ON “YES” TO
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW:ALLOW THE PROCESS TO RUN

ONCE THE ABOVE PROCESS IS DONE SAGE PASTEL PARTNER WILL OPEN AS SHOWN BELOW
 THIRD STEP AND FINAL STEP
REGISTERING YOUR SAGE PASTEL PARTNER
AFTER COMPLETETING STEP 1 AND STEP 2 YOU WILL HAVE TO REGISTER YOUR PACKAGE
AND TO DO THAT YOU TAKE THE FOLLOWING STEPS
TO DO THAT YOU TAKE THE FOLLOWING STEPS

FIRST CLICK ON
1 “HELP”

THEN CLICK ON
2 “REGISTER YOUR
PACKAGE”

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 CLICK ON “NEXT” TO 1
CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

ON REGISTRATION
TYPE SELECT “SINGLE
USER/SERVER
REGISTRATION” 1

1 THEN CLICK ON “NEXT”

TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 2
TICK ON
“DEMOSTRATION” THEN CLICK ON “NEXT”
TO CONTINUE
1

YOU PACKAGE WILL BE REGISTERED DETAILS WILL SHOWN AS BELOW

CLICK ON “OK” TO
FINISH

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW;YOU ARE READY TO START YOUR STUDIES
 THE END

CREATING A COMPANY FILE IN SAGE PASTEL PARTNER

Before starting to work in Sage Pastel Partner you MUST create a company file. A company
file is a dataset in which you will record the financial information of an organization. It will set
the processing parameters of financial periods, customer processing, suppliers processing,
general ledger processing, chart of accounts, printer setup and a number of things. Creation
of the company file is a first step after installing of Sage Pastel Partner.

TO DEMOSTRATE HOW YOU CARRY OUT THIS PROCESS WE ARE GOING TO USE
THE FOLLOWING COMPANY DETAILS

Name of Company Consulting (Private) Limited

1
Country of Zimbabwe
2 Incorporation
Postal Address P.O BOX 14526,SOUTHERTON HARARE
3
Reg Number 14528/89
4
BP Number 0200052354
5
Telephone 263 24256899
6
7 Email info@consulting.co.zw
8 Website www.consulting.co.zw
Date Format Day/Month/Year
9
 Year Format Two Digit
10
Banks CBZ Bank,Ecocash Merchant & Petty
11 Cash
12 Pricelist Wholesale Pricelist & Retail Pricelist
13 Default Terms Period(Month)Based: 30 days
14 Customer Defaults Open Item

15 Paper Style Plain

16 Username Admin

17 Email info@consulting.co.zw
18 Security Question Name

19 Security Answer Sage

USING THE ABOVE INFORMATION YOU TAKE THE FOLLOWING STEPS TO

CREATE YOUR COMPANY FILE;

FIRST OPEN SAGE PASTEL PARTNER

1
TO OPEN SAGE PASTEL
PARTNER FIRST
DOUBLE CLICK ON THE
SAGE PASTEL
PARTNER ICON

SAGE PASTEL PARTNER WILL START TO LOAD AS SHOWN ON THE FOLLOWING WINDOW

ONCE THE LOADING IS COMPLETE THE FOLLOWING WINDOW WILL DISPLAY

 TO START CREATING A COMPANY FILE YOU TAKE THE FOLLOWING STEPS

FIRST CLICK ON
FILE THEN CLICK ON
NEW
1 2

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

Kindly Take Note; the Company File to Be Created Will Be Residing On the C Drive of Your
Computer As Shown In the Following Steps

THIS AREA SHOWS THAT

YOU ARE CREATING THE 2 THEN CLICK ON
COMPANY FILE ON THE C
1 CREATE
DRIVE OF THE COMPUTER IN
SUB FOLDER PASTEL19
IN THIS TAB YOU TYPE IN
THE SHORT NAME OF THE
4
COMPANY
 THEN SELECT THE
METHOD TO USE IN
CREATING THE
3 COMPANY, THEY ARE
FOUR METHODS AND WE
RECOMMEND THAT YOU
USE SETUP ASSISTANT

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

1
ON THE PASTEL SETUP
ASSISTANT WINDOW READ
THE NOTES AND SELECT
YOUR COUNTRY, THE
COMPANY WE ARE
CREATING IS
INCORPORATED IN
ZIMBABWE AND IF
ZIMBABWE IS NOT THERE
SELECT ALL OTHER
COUNTRIES
2
THEN CLICK NECT TO
THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW
CONTINUE
 TYPE IN COMPANY
INFORMATION AS SHOWN
ON THESE THREE AREAS

1 2
THEN CLICK NEXT TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

2
1
COME HERE AND CHOOSE
READ THROUGH THE A YEAR FORMAT
NOTES THEN CHOOSE
THE DATE SEQUENCE
OF YOUR CHOICE
AMONG THESE THREE THEN CLICK NEXT TO CONTINUE

4
THEN SELECT A DATE
SEPERATOR BETWEEN / AND. 3

5 THEN CLICK NEXT TO CONTINUE

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

 ON THE PERIOD SETUP
WINDOW YOU ENTER
THE START DATE OF YOUR
THEN YOU COME HERE
CURRENT FINANCIAL
AND SELECT WHEN EACH
YEAR HERE
PERIOD ENDS

2
1

THEN CLICK NEXT TO CONTINUE

3

THE SYSTEM WILL TAKE YOU TO THE FOLLOWING WINDOW

READ THROUGH THE

NOTES THEN ENTER THE
NUMBER OF PERIOD
HERE

DO NOT TICK HERE

19
THEN CLICK NEXT TO CONTINUE
20
 YOU WILL BE TAKEN TO THE CHART OF ACCOUNTS WINDOW

21 22
READ THROUGH THE IF NO SPECIFIC CHART OF
NOTES THEN SELECT A ACCOUNTS IS THERE FOR
CHART OF ACCOUNTS FOR YOUR INDUSTRY SELECT
YOUR INDUSTRY AMONG GENERIC CHART OF
THESE ACCOUNTS THEN CLICK
NEXT TO CONTINUE

YOU WILL BE TAKEN TO THE CASHBOOKS/ BANK ACCOUNTS WINDOW

 READ THROUGH THE NOTES
AND HERE ENTER THE NUMBER
OF BANKS ACCOUNTS TO
CREATE. THE NUMBER OF BANK
ACCOUNTS IS DETERMINED BY
24
THE BANK ACCOUNTS YOUR TYPE IN THE
COMPANY HAS. PLEASE DESCRIPTIONS OF
NOTE:PETTY CASH & MOBILEE THE CASH
MONEY WALLETS LIKE BOOKS/BANK
ECOCASH ARE CASH BOOKS/ ACCOUNTS HERE
BANK ACCOUNTS.
THEN CLICK NEXT TO CONTINUE

23
25

YOU WILL BE TAKEN TO THE INVENTORY PRICELIST WINDOW

READ THROUGH THE NOTES

THEN GO ON DESCRIPTION AND
TYPE IN A NAME WHICH
DESCRIBES YOUR PRICE LIST.
FOR EXAMPLE PRICE LIST 1 YOU
26
CAN RENAME IT WHOLESALE
PRICE LIST

THEN SELECT THE

MOST USED BY
PUTTING A TICK THEN CLICK NEXT TO
AGAINST IT CONTINUE 28
27
 YOU WILL BE TAKEN TO THE CUSTOMER DEFAULT TERMS WINDOW

IN A NORMAL ECONOMY
CUSTOMERS ARE GIVEN
CREDIT TERMS EITHER MONTH
BASED OR DAY BASED AND
THIS WINDOW ALLOWS YOU
TO SELECT THE TERMS YOU
ARE GIVING TO CUSTOMERS.
IN THE EXAMPLE WE SELECTED
PERIOD(MONTH) BASED AND 30
WE ARE GIVING CUSTOMERS
30 DAYS TO PAY FROM DATE WE THEN CLICK NEXT TO
OF INVOICE CONTINUE

29

YOU WILL BE TAKEN TO THE CUSTOMER DEFAULTS WINDOW

 READ THROUGH THE NOTES
THEN EITHER SELECT WHEN
PROCESSING CUSTOMER
PAYMENTS IF YOU WANT TO
ALLOCATE PAYMENTS TO ONE
OR MORE INVOICES WHICH IS
OPEN ITEM METHOD OR IF
YOU SIMPLY WANT TO ENTER
A PAYMENT AND PASTEL
APPROXIMATES THE AGEING
WHICH IS THE BALANCE 31 32
FORWARD METHOD.
THEN CLICK NEXT TO CONTINUE
WE RECOMMEND THAT YOU
USE OPEN ITEM METHOD FOR
ACCURATE AGEING

YOU WILL BE TAKEN TO THE DOCUMENT PRINTING WINDOW

READ THROUGH THE NOTES

THEN THEN CLICK PAPER STYLE
ASSISTANT

33
 YOU WILL BE TAKEN TO THE PLAIN OR PRE-PRINTED PAPER WINDOW

SELECT AMONG THE THREE

OPTIONS THE TYPE OF PAPER
YOU WILL BE USING TO PRINT
INVOICES. IN OUR CASE WE
HAVE SELECTED PLAIN
35
34 THEN CLICK NEXT TO CONTINUE

YOU WILL BE TAKEN TO THE SINGLE SHEET OR CONTINUOUS PAPER WINDOW

 READ THROUGH THE NOTES
THEN SELECTED WHETHER THE
PAPER YOU WILL BE USING IS
SINGLE SHEET LIKE BOND
PAPER TO CONTINUOS PAPER
LIKE COMPUTER PAPER.
IN OUR CASE WE WILL BE
USING BOND PAPER SO WE
SELECTED SINGLES SHEET. 37
36 THEN CLICK NEXT TO CONTINUE

YOU WILL BE TAKEN TO THE CONFIRM YOUR CHOICE WINDOW

 38
CLICK ON FINISH TO SAVE YOUR
CHOICE

YOU WILL BE TAKEN BACK TO THE DOCUMENT PRINTING WINDOW

 39
CLICK ON NEXT TO CONTINUE

YOU WILL BE TAKEN BACK TO THE CREATE COMPANY WINDOW

READ THROUGH THE NOTES

40
THEN CLICK ON PROCESS.
HE COMPANY CREATION PROCESS WILL RUN AND ONCE ITS COMPLETE YOU WILL BE TAKEN TO THE
OPERATION COMPLETE WINDOW

CLICK ON FINISH TO CONTINUE 41

THEN YOU WILL BE TAKEN TO THE USER SECURITY WINDOW

THEN CLICK ON OK
TO CREATE YOUR 46
COMPANY
 DO NOT
TICK HERE

ENTER AND
CONFIRM YOUR 43
42 PASSWORD HERE

ENTER THE
USERNAME AND
PASSWORD HERE

44

ENTER YOUR SECURITY

QUESTION AND SECURITY
ANSWER HERE

45

ONCE YOU LOGIN TO YOUR NEWLY CREATED COMPANY, THEY ARE THREE WAYS TO ACCESS FUNCTIONS
ON SAGE PASTEL PARTNER WHICH ARE THE MENUS AND TOOLBAR, THE SYSTEM NAVIGATOR AND THE
EXPLORER.

We look at the three ways as follows;

1. THE MENUS AND THE TOOLBAR DISPLAYING AT THE TOP OF THE WINDOW.
 2. THE SYSTEM NAVIGATOR.
This shows each program function in accounting module sequence:

3.The explorer
 YOU ACCESS THE SYSTEM NAVIGATOR AND THE EXPLORER BY DOING THE FOLLOWING

FIRST CLICK HERE THEN SELECT EITHER THE

“EXPLORER OR “SYSTEM
NAVIGATOR” DEPENDING
1 WITH YOUR CHOICE

IN THIS BOOK WE ARE USING THE MENUS AND THE TOOLBAR TO

ACCESS PASTEL PARTNER FUNCTIONS

THE END
OPENING A COMPANY IN SAGE PASTEL PARTNER
r a company file has be created one has to know how to open the company from time to time to process business transactions. In
this lesson we will learn how to open the company we want to work in on Sage Pastel Partner.

OPENING SAGE PASTEL PARTNER COMPANY

To open Sage Pastel Partner company you double click on the shortcut icon on you
computer desktop

1
DOUBLE CLICK ON
THE SAGE PASTEL
PARTNER ICON

THE SAGE PASTEL PARTNER LOADING WINDOW WILL COME UP

 2

ONCE THE LOADING IS COMPLETE YOU WILL BE TAKEN TO THIS WINDOW

CLICK ON FILE

3 THEN CLICK ON OPEN

YOU WILL BE TAKEN TO THE OPEN A COMPANY WINDOW

 AMONG THE
COMPANIES WHICH
ARE HERE CLICK ON
THE COMPANY YOU THEN CLICK ON OPEN
WANT TO OPEN

6
5

YOU WILL BE TAKEN TO THE ENTER A PASSWORD WINDOW

ENTER YOUR
PASSWORD HERE

THEN CLICK OK
7

8
YOU COMPANY IS OPENED AND YOU ARE READY TO WORK
 THE END
BACKING UP A COMPANY FILE ON SAGE PASTEL PARTNER
aking security copies of your data is essential. The database is stored on your hard disk, and the hard disk is subject to hardware
lure, physical damage from natural events, and theft. Your business may fail if you lose this data. Therefore, you are obliged to
ake regular copies of your company information.
TO CARRY OUT THE COMPANY FILE BACKUP YOU TAKE THE FOLLOWING STEPS

FIRST CLICK ON FILE

1
THEN CLICK ON
BACKUP

2
 YOU WILL BE TAKEN TO THE FILE BACKUP WINDOW

SELECT ENSURE FILES

READABLE AND
BACKUP IMAGES

3
THEN CLICK ON NEW
FOLDER
COME HERE AND SELECT THE
DRIVE YOU WANT TO BACK
UP TO. IN THIS CASE WE HAVE
5
SELECTED DRIVE C

YOU WILL BE TAKEN TO THE CREATE YOU BACK FOLDER WINDOW

 6
CLICK ON CREATE TO
TYPE IN THE NAME OF
CONTINUE
THE BACKUP FOLDER
HERE
7

PLEASE NOTE THAT IN THIS

CASE YOUR BACKUP FOLDER
WILL BE SITTING ON YOUR
COMPUTER LOCAL DRIVE (C)
IN SUB FOLDER PASTEL19

YOU WILL BE TAKEN BACK TO THE FILE BACKUP WINDOW

CLICK ON PROCESS TO
CONTINUE

8
 THE BACKUP PROCESS WILL RUN

YOU WILL GET A WARNING THAT YOU HAVE SELECTED YOUR LOCAL DRIVE AS THE BACKUP DRIVE

READ THE WARNING

THEN CLICK ON YES TO
CONTINUE

YOU WILL BE TAKEN TO THE TEST YOUR BACKUP WINDOW

READ THROUGH THE NOTES THEN

10 CLICK ON OK TO CONTINUE
 THE BACKUP TESTING PROCESS WILL RUN

11
ONCE THE BACKUP IS
COMPLETE CLICK ON CLOSE

W IF YOU BACKED UP TO A LOCAL DRIVE LIKE WHAT WE DID FOLLOW THIS PATH TO FIND YOUR BACKUP

OPEN MY COMPUTER OR THIS PC THEN OPEN YOUR LOCAL DISK (C) DRIVE THEN OPEN PASTEL19 FOLDER
THEN OPEN PASTEL PARTNER BACKUP YEAR2020

1 2 3 4

YOU WILL FIND THIS BACK UP IN THE PASTEL PARTNER

BACKUP YEAR2020 FOLDER. SAVE THE BACKUP TO A
REMOVABLE MEDIA(FLASH DRIVE OR EXTERNAL HARD
DRIVE) AND STORE THE REMOVABLE MEDIA IN A SAFE
 THE END

RESTORE A COMPANY FILE ON SAGE PASTEL PARTNER

The compang file restore option is used when a mishap has occurred with your pastel program. In that case you would want to
restore to the the last working edition of your Sage Pastel Partner.The restore option overwrites your current sage pastel
rtner data.Henceforth you must be sure this is what you want to do. You restore your ppastel partner from the backups
you did under the backup process.

TO CARRY OUT THE COMPANY FILE RESTORE PROCESS YOU TAKE THE FOLLOWING STEPS

FIRST CLICK ON FILE

1 2
THEN CLICK ON
RESTORE

YOU WILL BE TAKEN TO THE FILE RESTORE WINDOW

SELECT WHERE TO RESTORE FROM. IN OUR

CASE WE ARE RESTORING FROM LOCAL DISK
(C) DRIVE. IF YOUR BACK UP WAS DONE TO 3
AN EXTERNAL HARD DRIVE OR FLASH DRIVE
SELECT THE APPROPRIATE DRIVE
 SELECT THE BACK UP
FILE
THEN CLICK ON
5 PROCESS
4

YOU WILL BE TAKEN TO THIS WARNING WINDOW

BECAUSE WE ARE RESTORING FROM THE LOCAL DRIVE YOU

WILL BE GIVEN THE WARNING. CLICK ON YES TO CONTINUE
6
 YOU WILL BE TAKEN TO ANOTHER WARNING WINDOW

READ THHROUGH THE NOTES AND CLICK ON OK TO CONTINUE

7

THE RESTORE PROCESS WILL RUN

 ONCE ITS DONE CLICK
8 ON CLOSE

YOU WILL BE TAKEN TO THE OPEN A COMPANY WINDOW

ENTER YOUR
PASSWORD

THEN CLICK OK TO
9 OPEN YOUR
RESTORED COMPANY

10
 THE END
PRINTER AND FORNTS SETUP ON SAGE PASTEL PARTNER
To setup your printer and the fonts you want to use on Sage Pastel Partner you carry out the following process

FIRST CLICK ON FILE

1
2
THEN CLICK ON
PRINTER/FONTS
SETUP

YOU WILL BE TAKEN TO THE PRINTER/FONTS SETUP WINDOW

 3
CLICK SET PRINTER
AND CHOOSE THE
PRINTER YOU WANT
TO USE

THEN CLICK AND SET

THE MAIN FONT AND
THE TITLE FONT

CONTINUE WITH THE PRINTER/FONTS SETUP WINDOW

THEN CLICK OK TO
SETUP THE PRINTER
8
 THEN CLICK COPY TO
ALL DOCUMENTS

THEN CLICK COPY TO THEN CLICK COPY TO

ALL USERS
5 ALL TABS

THE END
SETUP MENU ON SAGE PASTEL PARTNER
Here you are given another opportunity to go through the settings of the company you created via FILE
MENU. We are going to look at each item under SETUP MENU .

THE SETUP SCREENS ARE AS FOLLOWS:

YOU EITHER USE THE AUTO SETUP TO REVIEW EACH SETUP SCREEN OR YOU ACCESS EACH SCREEN
INDIVIDUALLY.

USING THE AUTO SETUP TO ACCESS THE ABOVE SETUP SCREENS.

The Auto Setup function takes you through each of the Setup menu screens in sequence. You use this function to
browse through and review setup screens.

THEN CLICK ON
AUTO SETUP
CLICK ON
SETUP

1 2
 YOU WILL BE TAKEN TO THE ENTER PASSWORD WINDOW

THEN CLICK ON OK

3
4
ENTER YOUR ADMIN
PASSWORD.

THE AUTO SETUP WILL TAKE YOU THROUGH EACH SETUP SCREEN IN SEQUENCE STARTING WITH THE
COMPANY PARAMETERS SCREEN.
 THE OTHER WAY OF ACCESSING SETUP SCREENS IS BY SELECTING THE INDIVIDUAL SETUP SCREEN.
To do that you click on setup then on the screen you want to work on, for example below we want to work on
company parameters screen.

THEN CLICK ON
FIRST CLICK ON COMPANY
SETUP PARAMETERS

YOU WILL BE TAKEN TO THE SETUP COMPANY PARAMETERS WINDOW

 PLEASE NOTE IT DOES NOT MATTER-WHICH-EVER METHOD YOU CHOOSE TO ACCESS THE SETUP SCREENS
YOU WILL GET TO THE SAME DESTINATION
NOW WE START BY LOOKING AT THE COMPANY PARAMETERS WINDOW

FIRST CLICK
ON THE
COMPANY
TAB

1
ADD OR CORRECT 3
INFORMATION HERE ADD OR CORRECT
INFORMATION HERE
2

CONTINUE BY CLICKING ON THE SETTINGS TAB

YOU WI

SELECT ONE SET OF

NUMBERS FOR THIS
THEN CLICK
COMPANY 2
ON
SETTINGS
TAB

1
 HERE YOU ENTER THE INTER-BANK
TRANSFER ACCOUNT. WE DEAL WITH
CONTINUE BY CLICKING ONWITH ON THE PROCESS
THE FORMATS TAB MENU UNDER
THE TOPIC CASHBOOK INTERBANK
3
TRANSFER PROCESSING

CLICK ON
FORMATS
TAB

PUT YOUR
CURRENCY
1 SYSMBOL
HERE

CONTINUE BY CLICKING ON THE MULTI-CURRENCY TAB

 THEN CLICK ON
OK

TO SET UP THE
MULTI
PUT A TICK CURRENCY
HERE CLICK ON THE
MULTI-
CURRENCY TAB
2 COME HERE ENTER THE ENTER
ENTER THE
PUT THE REVALUATION VARIANCE % CURRENCY
CURRENCY ACCOUNT AS SHOWN HERE SYMBOL 1
DESCRIPTION SHOWN HERE
5 6
3 4

CONTINUE BY CLICKING ON THE TIME AND BILLING TAB

CURRENCY TAB
5
THEN CLICK
OK

TO SET UP THE
TIME AND
INPUT THE RATE SET THE UNIT AT WHICH THE BILLING CLICK
YOU CHARGE 2 TIME AND BILLING IS
CHARGED e.g HOUR OR
ON THE TIME
PER UNIT AND BILLING
KILOMETER
TAB

3 1

LEAVE THESE
DEFAULTS AS
THEY ARE.
4
 THE END OF THE COMPANY PARAMETERS SETUP SCREEN

WE NOW LOOK AT USERS & USER GROUPS ON SAGE PASTEL PARTNER

In this section, we look at how you control access to the information in your company, and how you control
what users can access and what information they can enter.
Access security is a vital aspect of your business processing. You need to ensure that you allow access to your
system only by persons you authorise. You should also restrict which areas of the system each user can access.
There are two functions for this purpose:
User groups allow you to assign access security on a group basis. The system creates standard user groups,
some of which you can modify. You can also create your own users groups.

HOW TO CREATE A NEW USER GROUPS

THEN CLICK ON USER
3 GROUPS

CLICK ON SETUP

1 THEN CLICK
USERS/PASSWORDS

YOU WILL BE TAKEN TO THE ENTER PASSWORD WINDOW

 4 THEN CLICK OK TO
ENTER YOUR CONTINUE
PASSWORD
5

YOU WILL BE TAKEN TO THE ENTER PASSWORD WINDOW

THEN CLICK OK

TYPE IN HERE THE NEW 7

USER GROUP YOU WANT TO
CREATE
6

WE NOW LOOK AT HOW TO CUSTOMIZE A USER GROUP

THEN CLICK ON USER

3 GROUPS

FIRST CLICK ON SETUP

THEN CLICK
USERS/PASSWORDS
 1

YOU WILL BE TAKEN TO THE ENTER PASSWORD WINDOW

THEN CLICK OK

ENTER YOUR
2
PASSWORD

YOU WILL BE TAKEN TO THE USER SETUP GROUPS WINDOW

 CLICK ON THE USER GROUP FIRST CLICK ON THE
YOU WANT TO CUSTOMIZE INTELLIGENCE REPORTING
FOR DIRECTORS GROUP

1
2

YOU WILL BE TAKEN TO THE SAGE INTELLIGENCE REPORTING FOR DIRECTORS WINDOW

WHEN YOU ARE SATISFIED

CLICK ON OK
YOU GRANT THE USER
ACCESS BY TICKING HERE
2

1
 YOU WILL BE TAKEN BACK TO THE USER SETUP GROUPS WINDOW

THEN CLICK ON MENU

ACCESS FOR DIRECTORS
CLICK ON THE USER GROUP
YOU WANT TO CUSTOMIZE.
IN THIS CASE ITS DIRECTORS 2
1
YOU WILL BE TAKEN BACK TO THE MENU ACCESS FOR DIRECTORS WINDOW

CLICK ON EACH MENU ITEM

THEN GRANT ACCESS BY
TICKING THE ITEM YOU WANT
TO GRANT ACCESS TO.DO THIS
FOR ALL MENU ITEMS
THEN CLICK OK

3
4
 YOU WILL BE TAKEN BACK TO THE USER SETUP GROUPS WINDOW

THEN CLICK ON PROCESS

OPTIONS FOR DIRECTORS
CLICK ON THE USER GROUP
YOU WANT TO CUSTOMIZE.
IN THIS CASE ITS DIRECTORS
2
1
YOU WILL BE TAKEN TO THE PROCESS OPTIONS FOR DIRECTORS WINDOW

WHEN YOU ARE SATISFIED

CLICK ON OK
YOU GRANT OR DENY USERS
ACCESSRIGHTS BY TICKING
1 AND UNTICKING HERE 2
IF YOU ARE RUNNING SAGE PASTEL PARTNER IN A MULTI-STORE ENVIROMENT YOU SET STORE FOR USER
GROUPS BY DOING THE FOLLOWING

THEN CLICK ON STORE

CLICK ON USER GROUP. IN 2 ACCESS FOR DIRECTORS

THIS CASE ITS DIRECTORS

YOU WILL BE TAKEN TO THE SELECT STORES WINDOW

WHEN YOU ARE SATISFIED

YOU GRANT OR DENY USERS
CLICK ON OK
STORE ACCESS RIGHTS BY
1 TICKING AND UNTICKING
HERE 2

THE END OF THE COMPANY PARAMETERS SETUP SCREEN

 WE WILL NOW LOOK AT HOW TO CREATE USERS ON SAGE PASTEL PARTNER
YOU TAKE THE FOLLOWING STEPS

THEN CLICK
CLICK ON SETUP THEN CLICK USERS
USERS/PASSWORDS

2 3
1

YOU WILL BE TAKEN TO THE ENTER PASSWORD WINDOW

THEN CLICK OK

ENTER YOUR
PASSWORD 5
4
 YOU WILL BE TAKEN TO THE SETUP USERS/PASSWORDS WINDOW

TO CREATE A NEW
USER YOU CLICK ON
THE NEXT BUTTON

1
 THEN CLICK ON SAVE TO
COMPLETE THE CREATION 5

IF YOU WANT TO FURTHER

SELECT THE USER
INPUT THE USER CUSTOMIZE A USER CLICK
GROUP HERE
2 NAME, USER EMAIL ANY ONE AREA AMONG
ADDRESS & USER THESE FOUR AREAS THEN
PASSWORD HERE CUSTOMIZE ACCORDINGLY
3
4
WE NOW LOOK AT VIEWING USER ACCESS REPORT
 THEN CLICK
FIRST CLICK ON SETUP
USERS/PASSWORDS THEN CLICK USER ACCESS
REPORT

2
1 3

YOU WILL BE TAKEN TO THE USER ACCESS REPORT WINDOW

THEN CLICK ON

1
SELECT WHERE TO PRINT OK TO PRINT 3
THE REPORT YOUR REPORT

SELECT THE USERS TO

PRINT

THE END OF THE COMPANY PARAMETERS SETUP SCREEN

 WE WILL NOW LOOK AT THE SETUP-FINANCIAL CATEGORIES WINDOW
Financial categories are are categories under which financial transactions fall..In Sage Pastel Partner if you use setup
assistant in creating your company file the financial categories are already created and you cannot create or delete any
financial categories, you only may modify the descriptions to display on the financial reports.

THEN CLICK ON OK
1
TO CHANGE THE FINANCIAL
2 CATEGORY DESCRIPTION CLICK IN
HERE AND TYPE IN THE NEW
DESCRIPTION YOU WANT. FOR
EXAMPLE INVENTORY CAN BE
RENAMED TRADING STOCK

THE END OF THE FINANCIAL CATEGORIES SETUP SCREEN

WE WILL LOOK AT THE SETUP-REPORT WRITER CATEGORIES WINDOW

HERE YOU CAN SCROLL UP AND

DOWN AND CHANGE THE
DESCRIPTION OF REPORT
WRITER CATEGORY THEN CLICK OK TO
CONTINUE

1
2
THE END OF THE REPORT WRITER SETUP SCREEN

WE WILL NOW LOOK AT THE SETUP-ENTRY TYPES WINDOW

Entry types let you classify transactions based on the source of the transaction rather than the specific general
ledger account. When you use setup assistant to create your company file the entry types are automatically
setup.
 CLICK OK

THE END OF THE ENTRY TYPES SETUP SCREEN

WE NOW LOOK AT THE SETUP PERIODS WINDOW

A financial year is broken down into financial periods. Financial periods are usually a calendar month long. When you use
setup assistant to create your company file the periods are automatically setup.

CLICK OK TO CONTINUE

THE END OF THE ENTRY TYPES SETUP SCREEN

 WE WILL NOW LOOK AT THE SETUP TAX GENERAL SETTINGS WINDOW
In this function, you setup VAT tax rates for VAT you paid by customers on sales and that you pay to suppliers on purchases.

FIRST YOU CLICK ON

PARAMETERS
ON THE PARAMETERS TAB
1 DO NOT CHANNGE ANY
THING. JUST REVIEW THEN
CONTINUE TO THE
PERCENTAGES TAB

2
CONTINUE BY CLICKING ON THE PERCENTAGES TAB

2 3 4 5
HERE INPUT THE HERE INPUT THE TAX HERE INPUT HERE INPUT END
DESCRIPTION PERCENTAGE START DATE DATE
 CLICK ON THE
PERCENTAGE TAB

CONTINUE BY CLICKING ON THE MULTIPLE TAX TAB

The Multiple Tax tab caters for tax in countries that run parallel tax systems. For example, federal, provincial, and city
authorities may each levy separate VAT taxes. But in Zimbabwe this not applicable at the moment.

CLICK ON MULTIPLE TAX TAB- THE MULTIPLE TAX TAB

CATERS FOR TAX IN COUNTRIES THAT RUN PARALLEL TAX
SYSTEMS. FOR EXAMPLE, FEDERAL, PROVINCIAL, AND
CITY AUTHORITIES MAY EACH LEVY SEPARATE VAT
TAXES. BUT IN ZIMBABWE THIS NOT APPLICABLE AT THE
MOMENT.

CONTINUE BY CLICKING ON THE BOX NAMES TAB

Sage Pastel Parner allows you to design and print a specialised tax report that we call the Tax Box report. This report can
match the tax form you submit to the tax authorities(ZIMRA).Please note the use of the tax box report is optional and at the
moment the tax box report is not applicable in Zimbabwe and South Africa because VAT returns are submittted on the Tax
Authorities online platforms.
 CLICK ON BOX NAMES TAB-THIS REPORT CAN MATCH
THE TAX FORM YOU SUBMIT TO THE TAX
AUTHORITIES(ZIMRA).PLEASE NOTE THE USE OF THE TAX
BOX REPORT IS OPTIONAL AND AT THE MOMENT THE
TAX BOX REPORT IS NOT APPLICABLE IN ZIMBABWE AND
SOUTH AFRICA BECAUSE VAT RETURNS ARE SUBMITTTED
ON THE TAX AUTHORITIES ONLINE PLATFORMS.

CONTINUE BY CLICKING ON THE BOX LAYOUT TAB

This is used together with Box Names and as said above its no longer applicable because of changes in submitting
of VAT Returns to Tax Authourities

CLICK ON BOX LAYOUT TAB-THIS IS USED TOGETHER

WITH BOX NAMES AND AS SAID ABOVE ITS NO CLICK OK TO CONTINUE
LONGER APPLICABLE BECAUSE OF CHANGES IN
SUBMITTING OF VAT RETURNS TO TAX
AUTHOURITIES. 2
1

THE END OF THE ENTRY TYPES SETUP SCREEN

WE NOW LOOK AT THE TAX MANAGER WINDOW

 Tax periods are the are the reporting fequency set for VAT payments and returns by tax Authorities. When you register
your company with the Zimbabwe Revenue Authority for VAT you are put in a certain VAT Category. Now you have to take
note of that category so that you can set it up on Pastel Partner.

CLICK ON THIS ARROW

THEN SELECT YOUR POINTING
CATEGORY RECEIVED CLICK OK TO CONTINUE DOWNWARDS
FROM THE TAX
AUTHORITY 1
3
2

THE END OF THE ENTRY TYPES SETUP SCREEN

WE WILL NOW LOOK AT THE EUROPEAN SETUP WINDOW

IF YOU SELL TO EURO COUNTRIES-On this window you link those EURO Countries you deal with to one of the Pstel
Currencies. To do that you take the following steps
 THEN CLICK OK TO
CONTINUE

CLICK ON EURO
CURRENCY TAB
THEN TICK HERE 4
LINK YOUR CURRENCIES
HERE

1 2
3
WE WILL NOW LOOK AT THE SETUP CUSTOMER CONTROL WINDOW

2
IF YOU ARE CHARGING
INTEREST ON OVERDUE
CUSTOMERS COME HERE AND
FIRST CLICK ON
SET THE ANNUAL % RATEAND
THE
THE MINIMUM INTEREST
CONFIGURATION
AMOUNT
TAB

1
3
THEN CLICK THIS ARROW AND
SELECT THE DEFAULT TAX TYPE

CONTINUE ON SETUP CUSTOMER CONTROL WINDOW

 REVIEW THE STATEMENTS TAB,DEFAULTS
TAB,DESCRIPTION TAB AND MAKE THE CHANGES YOU
WANT TO MAKE. BUT WE RECOMMEND THAT YOU
LEAVE EVERYTHING AS IT IS.

YOU MAY WANT TO SET ROUNDING ON SETUP CUSTOMER CONTROL WINDOW;TO DO THAT TAKE THE FOLLOWING
STEPS
The rounding tab allows you to roundup/down the selling prices so that you avoid the issue of cents which may
bring change challenges

CLICK ON THE ROUNDING

TAB
THEN SELECT HOW TO
ROUND BY CLICKING THIS
ARROW 1

CONTINUE WITH THE SET ROUNDING ON THE SETUP CUSTOMER CONTROL WINDOW

6 THEN CLICK ON OK TO
CONTINUE
 IN THIS CASE WE
SELECTED TO ROUND
NORMAL 3

ENTER THE GENERAL

HERE WE SHOW THE NEAREST VALUE LEDGER ROUNDING 4
WHICH WE ARE ROUNDING TO;IN ACCOUNT
THIS CASE WE ARE ROUNDING TO
THE NEAREST 50 CENTS. WHEN WE
INVOICE A CUSTOMER IF THE CENTS
ARE 49CENTS AND BELOW THE
ROUNDING IS DONE DOWNWARDS 5
AND IF THE CENTS AFTER THE
DOLLAR ARE 50CENTS AND ABOVE
THE ROUNDING IS DONE UPWARDS

THE END OF THE ENTRY TYPES SETUP SCREEN

WE WILL NOW LOOK AT THE SETUP CUSTOMER DOCUMENTS WINDOW

CLICK ON THE QUOTATION TAB

AND MAKE THE CHANGES YOU
WANT TO MAKE. BUT WE
RECOMMEND THAT YOU LEAVE
EVERYTHING AS IT IS.

THEN CONTINUE BY CLICKING ON THE SALES ORDER TAB

CLICK ON THE QUOTATION TAB
AND MAKE THE CHANGES YOU
WANT TO MAKE. BUT WE
RECOMMEND THAT YOU LEAV
EEVERYTHING AS IT IS.

THEN CONTINUE BY CLICKING ON THE INVOIVE TAB

COME HERE AND SELECT HOW

CUSTOMER INVOICES UPDATE ON
PROCESSING. WE RECOMMEND
THAT YOU SELECT UPDATE ON
COMPLETION OF DOCUMENT

TO ALLOW INVOICES TO BE PUT

CLICK ON INVOICE TAB ON HOLD TICK HERE

3
1
 THEN CONTINUE BY CLICKING ON THE CREDIT NOTE TAB

COME HERE AND SELECT HOW

CUSTOMER CREDIT NOTE UPDATES
ON PROCESSING. WE RECOMMEND
THAT YOU SELECT UPDATE ON
COMPLETION OF DOCUMENT
CLICK ON CREDIT NOTE
TAB
2
TO ALLOW CREDIT NOTES TO BE
1 3 PUT ON HOLD TICK HERE

THEN CONTINUE BY CLICKING ON THE RECEIPTS TAB

THEN CLICK OK TO
CONTINUE

ENTER THE DEFAULT

DESCRIPTION
SELECT THE DEPOSIT
JOURNAL ENTRY TYPE 2 CLICK ON RECEIPTS TAB

3 1
 THE END OF THE ENTRY TYPES SETUP SCREEN

WE WILL NOW LOOK AT THE SUPPLIERS CONTROL WINDOW

CLICK ON
CONFIGURATION TAB 1

THEN SELECT PRINT

TAX AMOUNT 2

THEN SELECT THE DEFAULT TAX TYPE

WHICH IS VAT STANDARD RATE 3
14.50%

THEN CONTINUE BY CLICKING ON THE REMITTANCES TAB

CLICK ON
REMITTANCES TAB

TICK ON AGE ON
1
REMITTANCES

2
 THEN CONTINUE BY CLICKING ON THE DEFAULTS TAB

THEN CLICK OK TO
2 CONTINUE

CLICK ON DEFAULTS TAB AND MAKE

THE CHANGES YOU WANT TO MAKE.
1 BUT WE RECOMMEND THAT YOU
LEAVE THE DEFAULTS AS THEY ARE.

YOU WILL BE TAKEN TO THE SETUP SUPPLIER DOCUMENTS WINDOW

CLICK ON THE PURCHASES TAB

AND MAKE THE CHANGES YOU
WANT TO MAKE. BUT WE
RECOMMEND THAT YOU LEAVE
EVERYTHING AS IT IS.
 THEN CONTINUE BY CLICKING ON THE GRN TAB

CLICK ON THE GRN TAB AND

MAKE THE CHANGES YOU WANT
TO MAKE. BUT WE RECOMMEND
THAT YOU LEAVE EVERYTHING
AS IT IS.

Goods received notes (GRNs) give you an optional method of purchasing which, under some circumstances,
lets you get more accurate gross profit values at a cost of some extra processing.

When you receive goods from your supplier, you do not always receive the supplier's invoice at the same time.
However, you need to get the inventory into the system so that you can sell it to customers. Even if you do
receive the invoice, if you are close to the end of the month you may want to hold off processing the invoice
for a few days in order to move it into the next month.

GRN processing is as follows:

 You receive inventory by means of a GRN. You enter quantities and cost prices on the GRN, and it
updates as you complete the document. However, instead of crediting the supplier account with the
invoice balance, the GRN credits an accrual account.

 When you process the supplier invoice, you link to one or more GRNs and copy lines from the GRN to
the supplier invoice. You can change the cost price if it is not accurate.

 When you post the supplier invoice, the system debits the accrual account with the original value it
credited at the GRN stage, and credits the supplier account with the value of the supplier invoice. If
there is a variance between the prices entered on the GRN and invoice, the system writes the variance
to a purchase variance account, thereby keeping the general ledger accurate.

Therefore, the advantages of GRN processing are that you can bring inventory into the system as soon as you
receive it, and you can account for cost variances. The disadvantage of GRN processing is that it requires
some extra work - you must process a GRN, and you must process a supplier invoice by linking it to one or
more GRNs.
 CONTINUE BY CLICKING ON THE SUPPLIER INVOICE TAB

COME HERE AND SELECT HOW

SUPPLIER INVOICES UPDATE ON
PROCESSING. WE RECOMMEND
THAT YOU SELECT UPDATE ON
COMPLETION OF DOCUMENT
CLICK ON SUPPLIER
INVOICE TAB
3
1

CONTINUE BY CLICKING ON THE RETURN/DEBIT TAB

CLICK ON COME HERE AND SELECT HOW

RETURN/DEBIT TAB RETURN/DEBIT UPDATE ON
PROCESSING. WE RECOMMEND
THAT YOU SELECT UPDATE ON
1 COMPLETION OF DOCUMENT

2
CONTINUE BY CLICKING ON THE CREDIT TO SUPPLIER TAB

3 THEN CLICK ON OK TO
CONTINUE

1 CLICK ON CREDIT TO
SUPPLIER TAB

COME HERE AND SELECT HOW

CREDIT TO SUPPLIER UPDATE ON
PROCESSING. WE RECOMMEND
THAT YOU SELECT UPDATE ON
COMPLETION OF DOCUMENT

YOU WILL BE TAKEN TO THE SETUP INVENTORY WINDOW

YOU CAN RENAME THE PRICE LIST DESCRIPTION

HERE. FOR EXAMPLE FOR PRICE LIST 1 YOU’RE
TO RENAME TO WHOLESALE PRICELIST. THIS 2
CAN BE DONE FOR ALL PRICE LISTS
 CLICK ON
CONFIGURATION TAB

LEAVE THESE THREE

AREAS AS THEY ARE.
DO NOT MAKE ANY
3
CONTINUE BY CLICKING ON THE INTEGRATION/GROUPS TAB
CHANGES

1 CLICK ON INTEGRATE INVENTORY

TO GENERAL LEDGER TAB
TICK AND SELECT
HERE
2

CONTINUE BY CLICKING ON THE USER DEFINED FIELDS TAB

 CLICK ON THE USER DEFINED FIELDS
TAB. READ THROUGH THE NOTES
AND MAKE THE CHANGES YOU
WANT TO MAKE. OTHERWISE LEAVE
EVERYTHING AS IT IS

CONTINUE BY CLICKING ON THE BILLS OF MATERIAL TAB

CLICK ON THE BILLS OF MATERIAL

TAB. JUST HAVE A LOOK AT THIS
TAB AND LEAVE EVERYTHING AS IT
IS

CONTINUE BY CLICKING ON THE OTHER TAB

 3 THEN CLICK OK

TICK HERE IF YOU

ARE IN A MULTI-
STORE
ENVIRONMENT

CLICK ON THE OTHER TAB. THIS TAB

SHOWS THE DEFAULTS USED IN
CREATING A NEW INVENTORY ITEM.
REVIEW THE TAB AND MAKE THE
CHANGES YOU SEE AS
1
NECESSARY.OTHERWISE LEAVE
EVERYTHING AS IT IS

VALIDATE PARAMETERS ON SAGE PASTEL PARTNER

Once you complete setting up your system, you can validate your setup for obvious errors. You use this function to do
this.

TO ACCESS THIS FUNCTION DO THE FOLLOWING

 FIRST CLICK ON
SETUP
2
1 THEN CLICK ON
VALIDATE
PARAMETERS

VALIDATE

THE VALIDATION PROCESS WILL RUN

CLICK ON OK TO
FINISH

SYSTEM CHANGES AUDIT TRAIL ON SAGE PASTEL PARTNER

This report shows an audit trail of changes you make to the system setup, as well as an audit of critical functions such as
the year-end procedure.

TO ACCESS THIS FUNCTION DO THE FOLLOWING

 FIRST CLICK ON
SETUP

1 THEN CLICK ON
SYSTEM CHANGES
AUDIT TRAIL

YOU WILL BE TAKEN TO THE SYSTEM CHANGES AUDIT TRAIL WINDOW

SELECT WHERE TO PRINT THEN CLICK ON

3 TO. IN OUR CASE WE ARE 4 SELECT THE START DATE
AND END DATE
OK TO PRINT
PRINTING TO SCREEN
6

SELECT PARAMETER
CATEGORY TO PRINT. IN
5 OUR CASE WE WANT ALL
SYSTEM CHANGES
THE END