Payroll- Running Reports in Sage 50cloud Payroll

Sage 50 Payroll contains many reports to help you get the information you need from your software, and there are different ways to run those reports.  You can print the report, preview it with or without printing, as it as a file or even email it.

Report Types

Pre-update reports

You can run pre-update reports by clicking Payroll, then Pre-update Reports. These reports provide information about the current un-updated pay run, including payslips and payment summary reports.

Post-update reports

For updated pay periods, you can run reports from the Reports option above your employee list.  These reports provide information about updated pay periods, year end, legislation and company information, and other useful details.

Historical reports

You can access historical reports from by clicking Payroll, then Printing Historical Reports.  In this area, you can run reports for all updated pay periods in Sage 50cloud Payroll, including previous tax years, without the need to change your process date.

Preview or print a document

You can view a report on screen by preview, or you can print a physical copy onto paper using the Print option.

  1. Select the required document you want, for example a Form P32 – Employer Payment Record.
  2. To preview the report, click Preview.
  3. To print the document click Print, check your printer settings then click OK.

Save a document to file

It’s easy to save a document to file and there is a range of file types to choose from, including PDF, Microsoft Excel, CSV, text and more.

  1. Select the document you want to save then click Export.
  2. Enter a file name, then choose the type of file you want to save as, then click Save.
  3. Enter any required criteria, then click OK.

Export a report to Excel

To use this option, you must have a compatible version of Microsoft Excel installed on the same computer as Sage 50cloud Payroll.

  1. Select the document you want to save then click report to Excel.
  2. If the report contains criteria, enter the ranges for the information you want to see, then click OK.

The report automatically opens Microsoft Excel.

Email a Report

If you have Microsoft Outlook, you can email reports from your software as attachments without the need to configure any settings.

  1. Select the document you want to save then click Email.
  2. If required, enter your criteria, then click OK.

A missing email settings screen appears.

  1. Click Yes, then select your Provider and Format.
  2. Click OK.

If you would like help finding a report or running a report in Sage 50cloud Payroll or need any other help or advice with your payroll please contact us

Accounts – Process a grant received

There are new grant schemes available across the UK to support small business during the coronavirus outbreak.

Process a grant received

Create a small business grant nominal code

In Sage 50cloud Accounts we recommend that you create a new nominal code within the Other income area of your Profit and Loss Account for the Small Business Grant received.  It is recommended that you use nominal code 4920, or the next available code, unless advised otherwise by your accountant.  This will help you when you when reconciling any grant income received.

  1. On the left hand side of the screen click Nominal Codes the click New/edit at the top of the screen.
  2. Complete the Nominal Record window as follows:

N/C       Enter the nominal code you want to create eg 4950.

Name   Enter the name of the account eg Small Business Grant.

  1. Click Save then click Close.

If not already included, you must add your new nominal code to your existing Chart of Accounts.  If preferred you can show coronavirus grants as a separate category on your Profit and Loss account.

Post the grant received into your bank account

For the purpose of this article we will use the following example:

  • The company receives a grant of £10,000 on 20th April 2020.
  • The grant is goes into the company current account, nominal code 1200.
  • In this example, we’re using the non-vatable tax code, T9.*
  1. Click Bank accounts, then click Bank receipts.
  2. Complete the Bank receipts window as follows:
Bank Date N/C Details Net T/C Tax
1200 10/04/2020 4950 Small Business Grant received 10000.00 T9 0.00
  1. Click Save then click Close.

* For VAT registered businesses, income is vatable if it’s within the normal scope of a business or linked to a supply.  Coronavirus related grants are one-off events unrelated to any supply of goods or services.  Whilst it’s unlikely that any grant income will attract a VAT liability, you should seek specific advice from you accountant.  Grant income is likely to be considered income for corporation and income tax purposes.

If you would like help setting up new nominal codes, including nominal codes in your Chart of Accounts, entering grant income etc. or need any other help etc or would like a quote or to purchase an upgrade please contact us


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