Pivot like a pro • Using pivots to audit and pinpoint transactions Using data handling tools to audit is very powerful. You can work with big volumes of transactions with pin-point accuracy if you have access to a good quality data table. In this video I demonstrate how you can find 2 missing transaction lines […]
Easily link and manage Sales orders and Purchase orders in Pastel with MyBI Dealing with open sales orders (SO's) and purchase orders (PO's). Dealing with open sales orders (SO's) and purchase orders (PO's) is what day to day management is about. Sales order tells you what customers are waiting for, whilst purchase orders tell you […]
Data auditor • How to pivot like a pro • Auditors edition Now it is your turn to learn how to pivot like a pro..... I made this especially for all my auditor and financial guru friends....Enjoy.
People often speak about SEO (Search Engine Optimisation). It is key to consider, especially when your customers are not able to walk into your offices, like now (during the pandemic). But SEO still remains 1 component of your business. At MyBI, we prefer calling it BEO (Business Engine Optimisation). With BEO you consider the 4 […]
MyBI Eco system overview • How to make Pastel an ERP system MyBI Eco system overview Pastel Partner, Pastel Xpress and Sage 50Cloud builds a phenomenal financial database in PSQL. This database and Pastel's processing capabilities are so strong that we believe a Pastel system can be transformed into an ERP system if you have […]
MySuppliers App • Quick overview • Template capturing Let's gamify accounting! Because accounting is cool and fun! A quick overview of the MySuppliers App….
MyVat App • Quick overview Data is on the rise…..time to climb with it. The volumes of data are increasing exponentially as technology evolves. Our bodies however are still the same. We still have 2 eyes, 1 mouth, 2 hands etc. So to effective work with the larger volumes of data we need to refine […]
A live and interactive financial dashboard is so valuable in my businesses. It enables my team and I to make operational, financial as well as strategic decisions. Having key decision making information at my fingertips on a daily basis is not a luxury but a necessity. And the fact that it is automatically generated is […]
Optimising the process of issuing quotations has helped us improve our overall working capital, document accuracy, customer experience as well as reduce team member frustration by reducing the administrative burden. In this video I give a quick overview of the bill of material and template features within MyCustomers App. I hope you enjoy it! MyCustomers […]
MyBI App is a comprehensive Business Intelligence and Auditing app that integrates directly with Pastel Partner & Pastel Xpress. The MyBI VAT Reconciliation Tool simplifies the VAT reconciliation process.
