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

Payroll

Reminders

Recurring events and reminders do not appear automatically in the diary each recurring date.  They only appear when the computer date is the same as the recurring event.  In addition, reminders for subsequent recurrences will not appear until the previous instances of the event have been marked as complete.

Edit an existing event or task reminder

1. From the navigation bar click Calendar.
2. From the Calendar or Details view, select the event or task that you want to edit then click Edit Reminder.
3. Enter or edit what information you need to change.
4. Reminder Description – up to 70 characters.
5. Date to use – this can be changed.
6. Due Date – if required edit the date of the event or when task is due to be completed.
7. Recurrence – You can change the frequency.
8. Reminder Pop-up Date – if required, enter or amend the date when you want the reminder to appear.
9. Competed Date – If applicated, mark the event or task as complete, enter a date in this box.
10. Select which users the reminder should be displayed to – you can change which users see the reminder.
11. Notes – if required you can add additional notes.
12. To save you changes to the event or task and return to the calendar click OK.

Deleting an existing exist or task reminder

1. From the navigation bar click Calendar.
2. To delete an existing event or task, from the calendar, select the required item then from the Tasks pane, then click Delete Reminder. You cannot delete multiple items simultaneously.
3. To delete the selected event or task and return to the calendar click Yes.

If you need help amending/deleting reminders or need any other help or advice with your payroll please contact us

Accounts

Recurring entries

Recurring entries are a great way to save time.  Simply create multiple payments, receipts, Customer or Supplier Payments on Accounts or journals that happen on a regular basis such as direct debits and standing orders.  They can be processed all together each month and you can even set up reminders.

Create a new recurring entry

1. Click Bank accounts, click Recurring items then click Add.
2. In the Transaction type drop-down, choose the type of transaction you want, you can create the following transaction types

• Bank, Cash, Credit Card Payment – BP, CP, VP.
• Bank, Cash, Credit Card Receipt – BR, CR, VR.
• Bank, Cash, Credit Card Transfer – JD, JC.
• Customer Payment on Account – SA.
• Journal Debit – JD – This must be posted with a balancing JC.
• Journal Credit – JC – This must be posted with a balancing JD.
• Supplier Payment on Account – PA.

3. Enter the transaction details as required into each section. For help with each section you can click F1.
4. To save the entry. Click OK.

Tip: there is a new Calculate net box at the bottom of the screen now which shows when you are setting up payments or receipts, so if you only have the Gross amount you can enter the amount, in the Net box, click Calculate net and the net will be calculated.

Tip: to set a reminder that Recurring items are due, click Settings, then Company Preferences then Parameters.  Ensure the No Recurring entries at startup check box is clear.  Now when you log into the program if any recurring entries are due a reminder will appear.

Process recurring entries

1. Click Bank accounts click Recurring items then click Process.
2. If required you, you can change the Show Due Entries Up To date and amend any transaction dates values and tax codes as required.
3. Click Post.

Once posted any transaction can be amended, deleted as normal.

Suspending/editing recurring entries

You can amend any item of information except the transaction type, start date, and posting frequency once a recurring entry has started to be processed.

To edit/ suspend a recurring entry

1. Click Bank accounts then click Recurring items.
2. Click the recurring entry you want to edit/suspend, then click Edit.
3. You can edit any piece of information you need to, to suspend a recurring item, select the Suspend Posting? check box.
4. Click OK then click Close.

If you would like help with setting up, processing, editing or suspending recurring entries or need any other help with your Sage Accounts please contact us

Payroll

Reminders

 You can set up an event or reminder to occur once, on a specific date and time or repeatedly, every day, week, month, year, reminders can also be tailored to specific users or all users.

If you have set up a reminder, it will appear at the specific date and time, or the first time you open the software after the specified date and time.  If you have more than one reminder due at the same time, they appear in the same window.

Create a new event or task reminder

1. From the navigation bar click Calendar, then click New Reminder.
2. Complete the New Reminder window.
3. Reminder Description* – up to a maximum of 70 characters.
4. Date to Use – To use the computer date as the date of the event or task, select PC Date. To use the process date as the date of the event or task, select Process Date.
5. Due Date* – Enter the date of the event, or when the task is due to be completed.
6. Recurrence – If required, choose the frequency that you want the event or task to recur. Choose from daily, weekly, monthly or yearly.

Recurring events and reminders do not appear automatically in the diary for each recurring date. They only appear when the computer date is the same as the recurring event.  In addition, reminders for subsequent recurrences will not appear until the previous instances of the event have been marked as complete.

1. Reminder Pop-up Date – To be reminded about the event or task, enter the date and time when you want this to appear. If required, from the Recurrence drop-down list, choose a time.
2. Completed Date – If applicable, to mark the event or task as complete, enter a date in this date.

When the reminder appears, if you click Completed, a date is automatically entered here.

1. Select which users the reminder should be displayed to – Select the Sage 50 Payroll users you want to receive the reminder. To make the reminder available to all of your Sage 50 Payroll users click Select All.  To remove all previous selected users click Clear All.
2. Notes – If required, enter any additional information related to the event or task.
3. To save the event or task reminder, click OK.

If you need help setting up reminders 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.