You access another user’s batch in the Process…Jump To Another User menu option.

Peter’s processing capability in his access profile is on the same level or weaker than Jane’s.

Jane’s processing capability in her access profile is at least the “Update Batches” level.

The answer is that a user (say Jane) can access another user’s batches (say Peter) provided that: If they cannot update their batches, who can? The quotations and sales orders are dummy batches, they remain in a batch until they are either linked to an invoice or are deleted.Īll of the above is dependant on the access level a user has to create batches and to update their batches. Which of these Customer batches cant be updated? What kind of batches can you make in Pastel?Įach user can make a batch for quotations, sales order, invoices, credit notes, and debit notes and inventory. Pastel updates batches only when they are in balance, so you need to make sure you are complete with your batch. When you wish to update one of these batches, the other batch does not update. To remove the effect of the transaction you have to create a new transaction which reverses the original, incorrect one.įor example, you can enter a payments batch and an invoice batch. After you do so, the entries will reflect in your balances and reports.Īfter you have updated the batch you cannot edit or delete the entries. This process is called updating the batch. If you click on close in your batch your work will automatically be saved. Alternatively, you can build up a batch over whatever time period you choose. You can update a batch as soon as you enter it.

When will I know that I am ready to update a batch? Once you are satisfied that the entries are correct, you can move the batch into the company data. Since the entry in the batch file is not yet part of the actual files, you can edit and even delete this entry. Instead it is placed in a temporary file, called a batch file.

When you enter a transaction into Pastel, Pastel does not place it immediately into the actual company files. This is a journal processing screen that you enter all your transactions into.

Pastel partner file names