Accounts

Selecting Multiple Records

Using Sage 50cloud Accounts, there are two different methods of selecting multiple records.

There are times when you may want to select more than one record at a time, for example you might want to highlight six different customers at once.

When selecting more than one record, here are two methods you can use:

• Windows selection style – select multiple records in conjunction with the shift and Ctrl keys.
• Sage selection style– select records by clicking them individually.

When you first install the program, Windows style selection is turned on by default.

Choose the selected method

1. Click Tools then click Options and click the Environment
2. Click the required List selection style then click OK.

Windows style selection

Select multiple records

Select continuous records:

1. Click the first record in the list you want to select
2. Press and hold the Shift
3. Click the last record in the list you want to select.

Select non-continuous records

• Press and hold the Ctrl key then click any required records.

Find a specific record

By entering a sequence of alphanumeric characters on the keyboard, the record selected will relate to all the characters entered.  For example, if you enter SA whilst in the Customer window, the first customer record starting with SA will be selected.  If you enter the same characters again, without a pause, the next record starting with those characters is selected.

Note: Where the window can be sorted into a different order, based on the column heading, the record selected will be based on the current sort.  For example, if the customer records are sorted in name order then the record selected is based on  the Name column, rather than the A/C column.

Sage style selection 

Select multiple records

To select multiple records, you can just click them individually, one by one, or the Swap and Clear options.

• Swap – swaps the selection on the currently selected records.
• Clear – clears the selection on the currently selected records.

Find a specific record

By entering a sequence of alphanumeric characters on the keyboard, the record selected will relate to all the characters entered.  For example, if you enter SA whilst in the Customer window, the first customer record starting with SA will be selected.  If you enter the same characters again, without a pause, the next record starting with those characters is selected.

Note: Where the window can be sorted into a different order, based on the column heading, the record selected will be based on the current sort.  For example, if the customer records are sorted in name order then the record selected is based on  the Name column, rather than the A/C column.

If you would like help changing from one selection style to another or need any other help please contact us

Payroll

Holiday Schemes

You can manage and record the holidays your employees book and have taken within your Sage 50 Payroll.  You can create different holiday schemes for different employees

Assign a holiday scheme to an employee

1. Double-click the relevant employee.
2. Click the Absence tab, then click Holiday.
3. Select the required Scheme Number (see previous month’s newsletter on how to set up a scheme), then click Ok
4. Check the holiday scheme details are correct, then click OK.
5. Click Save, then click Close.

You have now assigned a holiday scheme to an employee.  You can now start recording holidays taken.

Record holidays booked and taken

1. Double-click the relevant employee.
2. Click the Absence tab, then click Diary Entry.
3. From the drop-down lists, select Holiday.
4. Click Booked or Taken.
5. In the From drop-down, Choose AM or PM, then enter the required date.
6. In the To drop-down list, Choose AM or PM, then enter the required date.
7. If required, enter details of the holiday in the Comment Box.
8. Click OK, then click Save.

You have now recorded a booked or taken holiday on your employee’s absence diary.  The total number of days is deducted from their entitlement.

If you would like help recording your employees holidays etc or need any other help or advice with your payroll please contact us