Payroll

Customise your Sage 50cloud Payroll desktop and the employee list

You can change the look of the employee list to help you find your way around.

Change a column colour

1. Right-click the column heading.
2. To select a colour, click Colour Background Column.
3. Select the required colour, then click OK.

To remove the colour, right-click the column and click Colour Off.

Change the colour of the text

1. Right click the column heading, Colour Text Column.
2. Select the required colour then click OK.

To remove the colour, right-click the column and click Colour Off.

Change the default alternate colours

Click Desktop then click Options then click Colours:

• Ignore colours – Select the check box to remove any colours from the desktop, including the default settings and any colours that have been applied to the columns or text.
• Alternate Employee Lines – Use this option to change the alternate colours in the employee list. Click the first colour button to change the colour of the text within the alternate row.  Click the second colour button to change the colour of the alternate row.
• Employee Highlight – Use this option to display highlighted employees in a different colour. Click the first colour button to change the colour of the text within a highlighted row.  Click the second colour button to change the colour of the highlighted row.
• Revert to Defaults – Click this button to revert to the default colours.

Customise your columns

Sort a column

To sort a column either

1. Click the column heading, clicking the column heading a second time sorts the list in reverse order and clicking a third time reverts the list to the default order.
2. Right-click the relevant column heading, and click Sort Column or Reverse Sort Column. To remove a sort on a column, right-click the column heading, and click Sort Off.

TIP: If a sort has been applied to a column, it will have an arrow indicating the sort order.

Re-order columns

You can re-order columns to show the employee list in any order you want, for example you may want employee forenames to appear on the list first, followed by their surname then employee reference numbers.

To re-order columns, drag the column heading to the desired position.

TIP:  You can not hide any columns, but you can move unwanted columns to the far right of the window.

Change column widths

You can also change the width of a column to make it wider or narrower.

To change the width of a column, click and drag the vertical bar to the right of the relevant column heading.

To reset column widths, you can either:

• View (top menu) then go down and click Reset Column Widths.
• Right-click on the desktop then Reset Column Widths.

TIP:  Resetting the column widths also reverts the column order back to the default settings.

Change which employees appear

You can use the criteria window to filter out employees on a particular payment method or pay frequency.

1. Click Criteria then complete as follows:

These options determine the categories by which employees are filtered when expanding the All Employees folder in the Outline pane in the desktop.

Filter Employees List then Filter then Filter – For example, if you want to group your employees first by department, then by payment period, from the Filter Employee List drop-down list select By Department, from the second drop down list select by Payment Period and leave the third drop-down list set to None.

Include these Pay Frequencies – Select the pay frequencies you want to include in the Outline level structure.

Include these Pay Methods – Select the pay methods you want to include in the Outline level structure.

Exclude Employees who are – Select the relevant check box to hide employees who have a status of

• On hold
• On holiday
• Leaver

You can differentiate between historical and current year leavers.

These employees do not appear in the employees and cannot be accessed via the Outline view.  If you want to view their records, you must clear the check box in this window.

2. Click OK

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

 

Accounts

Add Reports and Layouts to Favourites 

You can save time by setting reports and layouts you use on a regular basis as favourites in Sage 50cloud Accounts.  This means that you don’t have to search through the many reports to find the one you want each month or struggle to remember where it is.

Add a report, layout, letter or label to Favourites

1. Browse to the required report or layout in your software. For example, click Customers, then click Reports, then select the required reporting area eg Aged debtors.
2. Find which report you want to use eg Aged Debtors Analysis (Detailed) and click the star on the left of the document name.

When a document is added the star turns yellow and the document is added to your favourites menu.

Run a document from Favourites

When you browse to the required report or print area, for example, Customer Reports, the report browser will automatically show you the reports you have set as favourites.

To remove a report, layout, letter or label from Favourites

1. Browse to the required report or print are, for example Customer Reports.
2. Right-click the required report, layout, letter or label, then click Remove from Favourites

If you would like help adding reports, layouts, letters or label to Favourites or need help finding the right report, layout, letter or label for you or need any other help with your Sage Accounts please contact us