SAGE PASTEL PARTNER/ XPRESS Version 14pastelmywebspace.co.za/content/uploads/114/Version 14...
Transcript of SAGE PASTEL PARTNER/ XPRESS Version 14pastelmywebspace.co.za/content/uploads/114/Version 14...
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Company Parameters
Additional fields have been added to the Company Setup.
User Passwords
Additional security included in V14 – mandatory passwords.
e.g. Pass@123
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Automatic Bank Feeds / Bank Manager Automated import of your bank statements into Sage Bank Manager .
Saves you the time of manually importing your bank statements.
Sage Pastel Accounting makes use of Yodlee, a third-party online
banking solution provider. Yodlee connects to multiple banking
websites worldwide to retrieve bank statement information.
Pastel V14\Automatic Bank Feeds.mp4
How to setup?
Pastel V14\Bank Feeds.mp4
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Need and additional Cash Book?
This process has now been simplified for the easy creation of
additional Cash Books.
Entry Types created automatically.
Pastel V14\Cash Book Create.mp4
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Backup now with a date stamp
When you backup your company there will now be a date stamp to
make searching and restoring data easier.
There is also an option to include a password.
Pastel V14\Backup.mp4
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Inventory Mark-up
When increasing prices you will either adjust the prices on last
cost or average cost. This was previously only on average cost.
When determining your selling price, decide if you are working
with mark-up on cost price or with gross profit margin.
Whichever option is used, you can select either exclusive or
inclusive prices.
Pastel V14\Mark up.mp4
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Hide Blocked Items and Accounts
This applies to General Ledger , Customer, Supplier Accounts, and
Inventory Items.
Pastel V14\Block Zoom Items.mp4
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Supplier Payments / Sage Pay
Sage Pay is a subscription service to:
Automate payments based on Age Analysis of Suppliers.
Validate and verify bank accounts.
Credit checks and Business Reports.
Pastel V14\Supplier Payments.mp4
Pastel V14\Creditors Payments.mp4
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Mobility
The Mobility App can be installed on most mobile smart devices.
1 company and 2 users for the 1st year.
Process quotes and orders and view customer details.
Pastel V14\Pastel Mobility.mp4
Pastel V14\Mobility.mp4
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Online Marketing and Sales
This is a subscription service. Free for the 1st year for 1 company for
active Business Care Licence users.
Pastel MyWebSpace
e-Business
e-Statements
Pastel V14\Online Marketing and Sales.mp4
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Sage Intelligence Reporting (formerly BIC)
New look and much improved navigation.
Pastel V14\SIR.mp4
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Tax Manager (already in Version 12)
With the new Tax Manager, when you back date transactions into a
closed VAT period, you no longer have to manually reconcile and
remember to add the values to your next submission.
To ensure correct VAT reconciliations and VAT reporting to SARS, it is
essential that the VAT reporting frequency is closed. In Tax Manager
you will set up your VAT reporting frequencies and process your
transactions as usual. At the end of each tax period, you will print
your report and close the tax period. Any transactions that are
backdated to a closed period will automatically form part of the
next Tax period.
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Tax Manager Assistant
View current Tax period reports
View closed Tax period reports
Close current Tax period
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Other Features (already in version 12)
Duplicate Customer Reference
Copy Inventory Item
Additional Email Address
On/Off Hold Wizard
Users/Passwords
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Other Add-on Modules
BANK MANAGER & AUTOMATIC BANK FEEDS
DEBTORS MANAGER
BILL OF MATERIALS
MULTI STORES/WAREHOUSING
MULTI CURRENCY
SERIAL NUMBER TRACKING
RECEIPTING
PROJECT TRACKER
SAGE INTELLIGENCE REPORTING
FIXED ASSETS
POINT OF SALE (POS)
TIME & BILLING
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3rd Party Developers
LETSAP Consolidated Customer Statements
Delivery Scheduler
JOBSYS Real Time Job Costing System helps you prepare Quotations Manage your
Resources, Staff, Material Issuing and Purchasing. Compare Estimated
costs versus Actual costs of the Job.
NOVTEL Vehicle / Equipment Hire
Booking System for Accommodation
Property Rental Management
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PASTEL PARTNER ADVANTAGE
BANK MANAGER & AUTOMATIC BANK FEEDS
SAGE INTELLIGENCE REPORTING
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PASTEL PARTNER ADVANTAGE
Bank Manager including Bank Feeds for 1 company
Sage Intelligence Reporting (BIC)
Mobile App - 2 named users (extra R50 per additional user per month)
Customer E-Statements up to 100 clients (101-500 – R320pm / +500 –
R500pm)
Pastel My Webspace/Online Store – 100 items included (101-500 – R385pm
/ +500 – R500pm)
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PASTEL PARTNER
Perpetual Price
V12 Base R3 835
Bank Manager R1 166
BIC R1 166
TOTAL COST R6 167
Upgrade Advantage R4 999