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Take documents off hold after a year end in Sage 50cloud Pastel

Created on  | Last modified on 

Summary

Take your customer and supplier documents off hold with the On-Hold Assistant after a year end. Sage 50cloud Pastel updates them in period one of the new year.

Resolution

Before you start

  • You need Sage 50cloud Pastel version 12 or later
  • The On-Hold Assistant only shows documents from open batches

Take documents off hold

  1. From the main menu, select Process, then On-Hold Assistant.

  2. Select the document types to take off hold.

  3. Select Next.

  4. Select the customers or suppliers whose documents you want to take off hold.

  5. Select Next. 

    All on hold documents appear.

  6. Filter the list to find the documents you need:

    • To filter by user, select the user from the list
    • To filter by status, select All, On Hold, or Not on Hold

  7. Select the documents to take off hold.

  8. Select Process.

NOTE:

Sage 50cloud Pastel posts documents you take off hold to period one of the new financial year. Check the date and period are correct before you update them.

  

If you need to add more users or companies to Sage 50cloud Pastel, leave your details, and we'll be in touch.