Adding and activating companies - post year end

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.
   
    
   
   
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.