Payroll

Correcting Personal Employee information

Now is a good time to check that all the personal information you hold on Sage 50 Payroll for your employees is correct and if needed you can correct anything before the payroll year end.

Correcting Employee Details

If you submit an FPS and an employee’s personal details are incorrect, you must contact HMRC to report this.

• If the employee’s personal details have changed, for example surname or address, then advise your employee to contact HMRC to report the change. You can then enter the correct employee details into their record for submission on your next FPS.
• If the error relates to the date the employees started for you, do not change the start date on your next FPS as this results in duplication of the employee’s record on HMRC systems. If you need to correct an error of this nature, contact HMRC.

Note: If you enter the details into Sage, but don’t report the changes to HMRC, the new details don’t update on the employee’s HMRC record.  This may result in a query from HMRC.

Two useful reports you can use are:-

• Employee Details – Personal – which shows personal details for each employee from the employee record including name and address, date of birth and marital status etc.
• Employee Details Verification Letter – which can be sent to your employees to confirm the details you hold are correct.

If you need help checking or updating your employees’ details or need any other help or advice with your payroll please contact us

Accounts

Disable/Delete customer alerts

If you want to stop a customer alert from popping up in Sage 50cloud Accounts you can either disable it or delete it.

Disable a customer alert

1. Open Sage 50Cloud accounts and select Customers.
2. Double-click the customer record, or click the customer then click Edit.
3. Click Alerts then click then alert you want to disable, then click Edit.
4. Select Disable this alert.
5. Click Save.

This alert now shows No in in the Active column and no longer appears when processing.  If you want to enable the alert again just go into the alert again and clear the Disable this alert check box.

Delete a customer alert

1. Open Sage 50Cloud accounts and select Customers.
2. Double-click the customer record, or click the customer then click Edit.
3. Click Alerts then select then alert you want to delete.
4. Select Delete, to delete the alert and click Yes.
5. The alert has now been deleted.

Disabling or deleting alerts is the same for Suppliers, Products and Services, just select the relevant records.

If you would like help with setting up, amending, disabling or deleting custom alerts or need any other help with your Sage Accounts please contact us

Payroll

How to enter Statutory adoption pay (SAP) using the quick method

By law, eligible employees are entitled to adoption leave.  If the employee meets all qualifying conditions, as an employer, you are obliged to pay the statutory rate of statutory adoption pay (SAP).

Process SAP using the quick method

1. Click Payroll, then Change Process Date.
2. Enter the required process date, then click OK.
3. Select the required employee, then click Employee.
4. Click Record Adoption.

If a message appears advising that you have already paid SAP to this employee, to record details for another child, click Yes.

5. If the employee has given you the suitable matching evidence, select this check box.
6. Enter the date the baby is expected to be matched and placed.
7. To check the employee’s entitlement, click Check Entitlement.
8. Enter the date the employee last worked before starting their adoption leave.
9. Enter the actual placement date.
10. If the employee chooses to end their adoption leave and return to work early, enter the date they return to work.
11. If applicable, click Special circumstances and complete the relevant information.
12. Click OK.
13. To check the employee’s earnings, click Earnings during set period.
14. Click OK.
15. Check the key dates and if required, print the form using the link.
16. Click Save.

Check the employee’s entitlement

1. From the Qualifying Conditions area, check that all the conditions have a green tick beside them. If a red cross appears against any of them, then the employee doesn’t satisfy all of the qualifying conditions and isn’t entitled to SAP, for example:

Evidence Received – The Matching Evidence Received check box isn’t selected.

Worked Long Enough – The must have been continuously employed by you for the 26 weeks up to and continuing onto the matching week.

Earned Enough – The employee’s average weekly earnings in the set period are below the NI LEL.

If the employee does not qualify for SAP you must give them form SAP1.

2. From the Entitlement due area, check the employee’s SAP entitlement as follows:

Standard Rate Current Year – This displays the entitlement at the standard legislation rate.

If this spans two tax years, the weeks in each tax year appear separately as Standard Rate Prv.Yr. and Standard Rate Current Year. and show the applicable rates for each tax year.

3. Click Save, then Close.

When you open Enter Payments to process your employees’ pay for the period, the SAP calculated automatically, up to your current process date.  You may also need to adjust the employee’s normal payments for the period.

You must submit an employer payment summary (EPS) at the end of the tax month to notify HMRC of any SAP being reclaimed.

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

Accounts

Create an alert for a customer

You can create custom alerts to appear when processing selected customers in Sage 50 accounts, this can happen when you create an invoice, quote or sale order and select a specific customer.  It is a simple and effective way to share information and reminders across your business.

It is very easy to set up an alert, note alerts for sale orders are only available in Sage 50cloud Accounts Professional.

1. Open Sage 50Cloud accounts and click Customers.
2. Double-click the customer record, or click the customer then click Edit.
3. Click Alerts then click
4. Select what you want the alert to display in:

• Invoices
• Quotes
• Sages Orders

5. Select if you want the alter to display As a pop-up message, or be Embedded in the window.
6. Under Description, enter the message you want to appear for the alert.
7. Click Save.

The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.

TIP: To amend a custom alert, highlight it, then click Edit.

Custom alerts can also be set up for Suppliers, Products and Services, just select the relevant records.

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