Payroll

Report Favourites

To save time and effort finding the reports you use on a regular basis you can add then to your Favourites then run then quickly from your Favourites folder.

Set up Favourites

1. Click Payroll, then click pre-update Reports or Reports.
2. Browse to the required reports folder, then click the favourite button for the relevant report.
The report is now added to your favourites.

Run a report from the Favourites menu

1. Click Favourites, then click Pre-update Reports or Post-Update Reports.
2. Choose the report you want to print, view or email etc.
3. If required, enter any criteria details, then click OK.
4. Click Close.
5. Click Print, then click OK.

Remove a report from the Favourites menu

1. Click Payroll, then click Pre-update Reports or Reports.
2. Browse the Favourites folder, then click the favourite button for the relevant report.

If you need help adding or removing reports from your favourites folder or cannot find the report you need or need any other help or advice with your payroll please contact us on.

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.

Accounts

Transfer Money between bank accounts

Sometimes you need to transfer money between bank accounts, or to draw cash or to pay off a credit card. To record this, you can use the Bank Transfer option, which is quick and easy to use.

To Use the Bank Transfer option

1. Click Bank accounts.
2. Click the account you want to move the money from.
3. Click Bank transfer.
4. Complete the boxes as required.
a) From* box will be filled in automatically TAB
b) To* this is the account you are transferring the money to TAB.
c) Date* the transfer is being made TAB.
d) Ref you can enter a reference here if required TAB.
e) Ex.Ref you can enter an extra reference here if required TAB.
f) Details enter any details as required TAB.
g) Payment Amount* enter the amount of the transfer
5. Click Save then click Close.

To edit a bank transfer

If you have made a mistake with a transfer you can edit a transfer if required.

1. Click Transactions
2. Click one line of the transfer journal you want to edit.
3. Click Edit then amend the details as required.
4. Click Save and click Close.

To delete a bank transfer

Some times you might need to delete a bank transfer, for example if you have entered a transfer twice.
1. Click Transactions
2. Click one line of the transfer journal you want to delete.
3. Click Delete, then click Delete again.
4. Click Save and click Close.

We have assumed above you are transferring money between bank accounts of the same currency. If you need to transfer money between bank accounts of a different currency, for example a Stirling (£) account to a Euro (€), you should follow a different process, please contact us for details on how to do this.

If you would like help processing bank transfers or need help correcting any bank transfer or need any other help with your Sage Accounts please contact us