Accounts

Record a one-off Sale

Use a bank receipt to record your money received in Sage 50 accounts without creating a customer record.

EXAMPE: A one off sale, the banking of cash sales or bank interest received etc.

Use a bank receipt to record your money received in Sage 50 Accounts without creating a customer record.

1. Click Bank accounts.
2. Select the account you want to receive the money into.
3. Click Bank receipt.
4. a) Bank * – check you have selected the correct bank account. TAB
5. b) Date * – enter the date of the transaction. TAB
6. c) Ref – you can enter a reference if required eg Paying in slip number or cash sale number. TAB
7. d) Ex. Ref – you can enter an additional reference if required here or leave blank. TAB
8. e) N/C * – Enter the relevant Nominal Code. TAB
9. f) Department * – enter the relevant department if you are using departments. TAB
10. g) Project Ref – select the relevant Project if required. TAB
11. h) Details – enter some details about the transactions. TAB
12. i) Net – enter the net amount, if you do not know the net amount you can enter the gross amount and click Calculate net (F9). TAB
13. j) T/C* – select the correct VAT code. TAB
14. k) Tax – check that the VAT has been calculated correctly, if not amend as required. TAB
15. You can either click Save or carry on with the next line.

Memo if a sale is for more than one item eg they are for different types of sales and/or have different rates of Tax, just split the transaction over two lines using the same date and reference but different nominal codes and/or different VAT Codes, just make sure that the Total at the top agrees to the total of the receipt when you have finished.

If you would like help entering bank receipts or need any other help with your Sage Accounts please contact us

Accounts

There are times you need to record one off payments, such as a payment of bank interest or purchases from petty cash.

Bank Payments

1. Click Bank accounts.
2. Select the account to make the payment from
3. Click Bank payment.
4. a) Bank * – check you have selected the correct bank account or select the account you require. TAB
5. b) Date * – enter the date of the transaction. TAB
6. c) Ref – you can enter a reference if required eg cheque number or petty cash voucher. TAB
7. d) Ex. Ref – you can enter an additional reference if required or leave blank. TAB
8. e) N/C * – Enter the relevant Nominal Code. TAB
9. f) Department * – enter the relevant department or just click across. TAB
10. g) Project Ref – select the relevant Project if required. TAB
11. h) Cost Code* – select the relevant cost code if required. TAB
12. i) Details – enter some details about the transactions. TAB
13. j) Net – enter the net amount, if you do not know the net amount you can enter the gross amount and click Calculate net (F9). TAB
14. k) T/C* – select the correct VAT code. TAB
15. l) Tax – check that the VAT has been calculated correctly, if not amend as required. TAB
16. m) Gross – this is calculated automatically and you can just use it to check the amount is correct.
17. You can either click Save or carry on with the next line.

Memo if a transaction is made up of more than one item eg you have been to the supermarket and purchased tea and coffee together with A4 paper you might want to split these items to sundries and stationery, just split the transaction over two lines using the same date and reference but different nominal codes, amounts and tax codes, just make sure that the Gross total at the bottom agrees to the total of the receipt when you have finished.

If you would like help entering one off payments or need any other help with your Sage Accounts please contact us

Payroll 

Calculating SSP

By Law you are required to pay statutory sick pay (SSP) to all employees who are ill and qualify for sick pay.  Sage 50 Payroll contains the most up-to-date legislation and makes it easy to process sick pay by calculating SSP values for you.

Set up the employee’s qualifying day pattern

The first think you need to do is setup the employees qualifying day pattern.

1. Click Payroll, then Change Process Date.
2. Enter the required process date, then click OK.
3. Double-click the employee, then click Absence.
4. Click S.P. then click the Qualifying Days tab, and entered the required pattern.
5. Click OK then Save.

Qualifying patterns in Sage 50 Payroll always run from Sunday to Saturday which can’t be changed. Within a qualifying day pattern:

• N denotes a non-qualifying, or non-working, day
• Q denotes a qualifying, or working, day

For example, if an employee works Monday to Friday their qualifying day pattern is NQQQQQN.

To ensure that your holidays and absence calculate correctly, you must set up a qualifying day pattern before you enter details on an employee’s absence diary.

Enter the absence details

1. Select the employee, click Payroll.
2. Click Enter Payments, click SSP/Parental Leave.
3. Click and drag to select the date range.
4. Right-click and click SSP, the Due to sickness.
5. If applicable, enter a comment, then click OK.
6. Check the absence diary displays the correct characters for the dates you entered.

• x – Waiting day within the pay period, not yet updated.
• p – Paid day within a pay period, not yet updated
• – – Non-qualifying day within a pay period, not yet updated. For example, a Saturday or a Sunday if the employee works Monday to Friday.

7. If the characters are incorrect, you may need to change the qualifying day period.
8. Check the S.S.P. Payable box displays the correct amount of SSP for the current pay period.
9. Check the S.S.P. Weeks box displays the correct number of weeks.
10. If a warning message appears stating that the employee’s earnings average earnings are too low, click OK.
11. Click Records S.S.P., then click No.
12. Click Earnings during set period, click OK.
13. Check the payment information.
14. The values in table automatically update when you process and update the relevant pay periods and can’t then be amended.
15. Click OK, then Save, Close.
16. Click Save.

If you help recording and processing SSP or need any other help or advice with your payroll please contact us on.

Telephone        01691 684011/654545

Or

Email:              [email protected]

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.

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.