On 22nd September the new Chancellor, Kwasi Kwarteng announced the following changes.

  • The Health and Social Care Levy, has been cancelled.
  • From 6th November, National Insurance rates reduce by 1.25%

Sage have released a software update to account of these changes, if your Version number is not 28.05 or 28.06 you will need to download and install this update (see below for help to install the update).

Install Sage National Insurance Update

The National Insurance (NI) legislation software update you need to install will depend on the version you are using at the moment.  You will only need to install one update, based on the version you are updating from.

Check your current version

  1. Click Help, then About.
  2. Under the Program Details heading, make a note of your Version Number, together with the Program directory.
  3. Close Sage 50 Payroll.
  4. Save your work in any other programs on your computer, and Close those programs.

Note: You may be prompted to restart your computer while you install the update.

  1. Depending on what version you are running will determine which update you need to download

28.02 or below, the best version is v28.05

Copy and paste the address  into your internet search engine and download the update

TIP: If you are prompted to Run or Save the installation file, click Save.

  1. To begin the installation, locate and right-click exe. the click Run as administrator.

TIP: You may be prompted to enter your admin password, if you are not sure of this you will need to speak to your IT Support.

  1. After reading the information, click Accept Licence then click Next.
  2. Check the path is the same as the program directory you noted earlier, then click

If the path is not the same, click No then Yes then browse to the program directory you noted, double click Payroll.exe.

Note: Your computer may restart now due to C++ updates.  Once this completes, return to step 6 to update your payroll software.

  1. When the installation completes click OK, then click Close.
  2. If you have Sage 50 Payroll installed on more than one computer, repeat these steps on each one.

28.03 or 28.04, the best version is v28.06

Copy and paste the address  into your internet search engine and download the update

Follow step 6 above except locate and right-click Sage50Payroll_2606019.exe.

If you would like help installing the new Sage 50 Payroll update or need any other help or advice with your payroll please contact us

We can also provide a remote access service where we can directly link into your computer to help you resolve your Sage Accounts or Payroll problems.


Schedule check data and backups automatically

It’s easy to schedule check data and and backups even when you are not there to run automatically, giving you total piece of mind that your data is safe all the time.

Backup Manager makes managing your check data and backup simple.

You can schedule these to run automatically even if you do not have your software open, you can still work while your checks and backups are running.

To set up automatic check data and backups:-

  1. Log into a Sage Accounts using the Manager login and password.
  2. Click File, click Schedule back up then click the Settings tab.
  3. Enter your backup schedule settings as required.

Check data and backup schedule – choose whether you want to run check data, or backups, or both, and how often you want to run them.  The time is based on the server clock, not the clock on the local computer.

Company name – Select the companies you want the check data and backup schedule to apply to.  The same schedule applies to all selected companies.  If you have integrated your Sage 50cloud Accounts with Microsoft 365, to upload a backup of your data automatically to Microsoft OneDrive, select the OneDrive check box for the required companies.

Sage 50C OneDrive email notifications – Sage 50cloud Accounts only – If you set your backups to upload to Microsoft 365, you can choose to receive an email notification each time a backup is made.  This email includes the status of the backup and whether there are any errors in your data.  This is a good idea because it lets you know if there are problems with the data that is being backed up.

File types to include in the backup – select the types of file you want to include in your backups.  Accounts data is always included.

Server disk space limit – Backups are created automatically as long as there is sufficient space on your server hard drive.  By default, the backup manager will create backups as long as there is at least 20GB of space.  You can change this if required.

4. To save the backup schedule, click Save.

Memo – if you do not have Microsoft 365 integrated we would suggest that you manually check your data on regular basis to ensure that data you are backing up is good.  To check your data files, go to > File  > Maintenance > Check Data

Note: The scheduled backups are created on the computer where the data is held, so this computer should be left on for the schedule backups to work.

 If you would like help setting up scheduled backing ups or need any other help with your Sage Accounts please contact us


Change View

You can view the Employer costs on a monthly basis, to view the Employer costs click Change View (top right of screen) and select Dashboard.

The Employer Costs are shown for each Tax month as they are updated.  If you click on the + opposite a month you will then see a break down of the monthly costs such as PAYE, Total NI, Net Wages, SMP etc.

If you have entered the HMRC Payments these will also show for each Tax month in the form of a graph.

To go back to your Employee List or Dashboard etc, click Change View and select which option you want.

If you would like help with your Sage 50 Payroll or need any other help or advice with your payroll please contact us


Backup up your data

It’s easy to take a backup of your company data and it’s a good idea to do this on a regular basis for each company.  How often you do this depends on the amount of data you enter and how often you access you Sage.

Backing up does not take long but if you have a large amount of data this can take a little longer.

To create a backup

  1. Open the required company, click File, then click Back up.
  2. Note the suggested file name or edit the name as required, please note the file name must end in .001.
  3. Click Browse, choose a location to save the file to, click OK.
  4. If you want to back up other files such as reports and layouts, select them from the list or choose Select all file types to include in backup.

We recommend that you back up data every day, you can backup other files and we have included below a list of each file type and when you should back it up.

Transaction Attachments – when you have added new attachments.

Report Files – when you have customised a new report.

Layout Templates – when you have customised a new template file such as invoices or statements etc.

Record Attachments – when you have attached new documents to customer/ supplier records and/ or saved new bank reconciliation PDFs.

Image Files – when you have added any new images to Stock Records.

Company Archives – when you have added a new company archive.

Email Database – when you have added new email data files (this feature is rarely used and is not available by default unless enabled.

HMRC Submission – this includes details of submission information of VAT Returns, EC Sales List and CIS Monthly Return submission data.

If you would like help backing up or need any other help with your Sage Accounts please contact us


Checking what Customer invoices are due

Knowing what you are due to be paid each week can help you to manage your cash flow.  In Sage 50cloud Accounts you can run the Outstanding Customer Invoices By Due Date report to see exactly when invoices for each customer are due to be paid.

  1. On the left-hand menu click Customers, then on the top toolbar click Reports.
  2. In the left pane click Customer invoices.
  3. Click Outstanding Sakes Invoices By Due Date, then click Preview.
  4. Enter any criteria if required, for example, you may want to see invoices due in a certain date range, then click OK,
  5. If required, from the Preview window you can print, export or email the report.

The report appears showing the transactions, grouped by customer and sorted by the due date, if a customer has gone past their due date you can chase them up.

If you would like further help with this report or any other report or need any other help with your Sage Accounts please contact us

Not all accountants are grey.

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