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Adding and activating companies - post year end

Created on  | Last modified on 

Summary

How you add and activate the new company on the server and workstations in Sage 50cloud Pastel.

Description

When you select the option to create a new company during the year end. You’ll need to add the new company on the server and activate it on the workstations.

Resolution

Need to add additional users or companies to Sage 50cloud Pastel

Log a ticket to receive a call back.

 

 

Adding a Company on the Server or Stand-alone:

  1. Click File and then Open.
  2. Click Add Company and then Add Company again.
  3. Double-click on the Xpress/Partner folder on the C: Drive.
  4. Browse for your new company and double-click on it.
  5. Click OK and then Close.

Activating a Company on the Workstation:

  1. Click File and then Open.
  2. Click Manage Company.
    • The new company will appear with a red cross
  3. Click the company and then Activate Company.
  4. On the first drop-down menu, look for your mapped drive.
  5. Double-Click on the Xpress/Pastel yellow folder.
  6. Double-Click on the company that you need to activate.
  7. Click OK and then Close.

     drop box showing the mapped drive.

  8. Your company will appear in the Open a Company screen.
  9. Highlight the company and click Open.

 NOTE: Remember to de-activate your last year company. This is to ensure you don’t accidentally post in this company.