Payroll

Adding a new employee using the Employee Wizard

When you take on a new employee, you need to create a new employee record for them in your software.

1. Go to Employee, then select Employee Wizard.
2. Select Record the details of a new starter using their starter form, then Next.
3. Enter the employee’s title, name, and address details.

Note: Before you send the first FPS for the new employee, enter the correct address and postcode.

4. Select Next, enter the compulsory fields marked with an asterisk and optional details as you require.
5. As you complete each screen, select Next.
6. Once you have entered all your new employee’s details, click Finish.

If you need to change any of the employee’s information, select the employee from the employee list and either double click the employee or click Employee Record, and you can alter what ever information you need to.

If you need help setting up a new employee or amening an existing employee’s information or need any other help or advice with your payroll, please contact us

We can also provide a remote access service where we can link into your computer to help you resolve your Sage Accounts or Payroll problems.

Accounts

Configure your toolbars and columns

You can configure your desktop in Sage 50 accounts, to make the options you use easier to find.

To help you to work more efficiently, you can configure the desktop to hide what you do not want, making it quicker and easier to find what you do want.

You can also choose to display extra column which would be normally hidden, to suite your exact needs.  You can configure:

• Modules on the navigation bar
• toolbar options within each module
• Data columns

Navigation bar

1. Right-click anywhere on the navigation bar down the left.
2. From the list left-click the module you want to show or hide.
3. Repeat step 1 and 2 for each change you want to make.

Toolbar options

1. Open the required ledger, for example Suppliers.
2. Right-click the toolbar and left-click the option you want to show or hide.

TIP – the options that are currently visible on the tool bar are ticked.

3. Repeat step 2 for each change you want to make.

Configuring columns

You can configure the columns in each ledger, for example, Customers and Suppliers plus other additional windows with lists or grid views.

1. From the relevant window, right -click any column heading.

TIP The options that are currently visible will be ticked.

2. Left click the column you want to add or remove.

NOTE: to reset the column view to the default, right-click an existing column then click Use Defaults.

Changing data order

You can change the order of your records in customers and suppliers etc.

In Sage 50 Accounts you can sort most list windows by clicking on individual column headings.  Which ever heading you click the list will be sorted into ascending order and if you click the same heading again it will then sort in descending order.  To sort the list back into the usual order, click the first column once.

If you would like help customising your Sage 50 Accounts or sorting your data or need any other help with your Sage Accounts, please contact us