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Sage-Pastel Windows 10 Checklist

If you are having issues with sending invoices from Sage-Pastel to email, complete steps 1-4, if that doesn’t work you’ll also need to follow the steps to install an update for Outlook

  1. Check that UAC (User Account Control) is turned off
  2. Check that the Region and Language is correct
  3. Check that your email program is set as default
  4. If your Printer driver is compatible with Windows 10 make sure that the paper size is A4 or if using pre-printed paper that the custom paper size is selected.
  5. Make sure that if the Windows 10 is the Sage-Pastel Server that this is shared correctly

1. Turning off UAC in Windows 10

Follow these instructions to turn off UAC in Windows 10

Solution:

  • Click the Search Magnifying Glass, bottom left of your screen, type UAC, click Change User Account Control settings from the search listing to open
  • Drag the slider to Never Notify and click OK

2. Checking the Region and Language in Windows 10

This document explains how to setup your region and language to avoid errors in Sage-Pastel.

Solution:

  • Click the Search Magnifying Glass, bottom left of your screen, type Region, click Region settings from the search listing to open
  • Make sure that the current Country or region is South Africa and that the Regional format is English (South Africa) or English (United States)
  • In the top right corner or at the bottom of the page click Additional date, time, & regional settings
  • Click Change date, time or number formats
  • Click on Additional settings bottom right and go to the Numbers tab make sure your settings are as follows
    • Decimal symbol: must be a full stop
    • Digit grouping symbol: must be a comma
    • List separator: must be a comma
  • Select the Currency tab and set as as follows
    • Decimal symbol: must be a full stop
    • Digit grouping symbol: must be a comma
  • Select the Date tab and make sure the short date is set to: dd/MM/yyyy
  • Click OK

3. Set Email Program as Default in Windows 10

This explains how to set your email program as default in
Windows 10.

Solution:

  • Click the Search Magnifying Glass, bottom left of your screen, type default minus quotes, click Default apps from the search listing to open
  • At the bottom click Set defaults by app
  • The list may take time to populate the first time you open it
  • On the left hand side select your email program i.e Outlook
  • Click the option to Set this program as default
  • Click OK

4. Network Sharing and Security on Windows 10

Sharing and Permissions:

  • Open File Explorer
  • Select Local Disk C:
  • Right-click on your PastelXX or XpressXX folder (where XX represents the version of Sage-Pastel you are running i.e Sage-Pastel 18) and select Properties
  • Select the Sharing tab
  • Click on the Share button
  • On the sharing screen make sure that each user is showing and that their permissions are correctly set i.e. Read/Write
  • If no users are showing please add them by either selecting Everyone if you want to share it for everyone or select from the drop-down if you only want certain people to have access to your Pastel folder
  • Once the person has been added to the list, make sure that the Permission Level for that user has been selected Read/Write
  • After you have added the user\s, click on Share
  • After you have shared the Pastel folder for the user\s, it will return to the Sharing tab on the Properties screen for the Pastel folder
  • When on the Sharing tab, click on Advanced sharing then Permissions
  • Click on Add to add users if they are not showing in the list
  • If they are showing click on the user\s and ensure that there is a tick on Full Control, Change and Read under the column Allow
  • Click OK and OK again
  • Select the Security tab and follow the same procedure as the Advanced sharing process
  • Read-only: To turn off Read-only, select the General tab and then make sure that there isn’t a tick in the block where it says Read-only (Only applies to files in folder)

Network Discovery

  • If the workstation still cannot access the Pastel folder, register the package as a workstation or is receiving permissions errors after checking all the sharing option explained previously, please make sure that the Server computer has Network Discovery turned on (making the computer visible to other computers)
  • To turn on Network Discovery on the server computer, click on the network computer screen on the bottom right-hand corner next to the time and date in Windows and click on Open Network and Sharing Center
  • On the right-hand side click on Change advanced sharing options
  • Make sure Network discovery is checked

4 thoughts on “Sage-Pastel Windows 10 Checklist”

  1. Need to set Microsoft outlook 2007 as my default programme for Pastel Express version 11

    It was previously working well but now cannot email which is very annoying
    Thank you

  2. Brilliant advice on Checking the Region and Language in Windows 10 thank you. It worked for me. I was having issues signing in and kept having to change the decimal separator and then being told another user is logged in on this company with different windows settings. I now no longer have that issue thank you

  3. I am lost! Have always worked on Windows 7 with never a problem. Now have a new computer with Windows 10. Have downloaded from SAGE Pastel v12 1.6 – but cannot access the transferred files – they are showing in the Pastel V12 directory, but unable to read.
    In old computer was always under Local disc C – Origran Files (x86)….
    now ….
    under Windows (C): Pastel 12: – I see my file – but when I open Pastel no files appear.
    Even if I try via server – etc.

    would really appreciate some assistance. My time is so precious and valuable

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