Sage 50 Payroll

Record Employee Absences

When an employee is absent from work you can record details of their absence in their employee record.  Statutory Sickness (SSP) and Parental Leave (SHPP) can also be entered via Leave Payments.

Enter absence from the employee record

1. Double-click on the required employee then click the Absence
2. Click Diary Entry then enter the absence details in the boxes provided.
3. Click OK then click Save then click Close.

Enter absence from the Enter Payments option

1. Select the required employee, then click Payroll.
2. Click Enter Payments then click the SSP/Parental Leave
3. Select the first date of absence then hold down the left mouse button and drag to the last absence date.
4. Right-click the selected date range and then select the required absence type.
5. Enter the required information.
6. To record sickness click Record SSP then complete the Quick SSP window as required.
7. To record sickness shared parental leave, click Record ShPP then complete the required dates.
8. Click OK then continue processing payroll as normal.

Delete an absence from the employee record

If you have not updated the period, you can delete the absence entry from the employee’s record.  If you have already updated the period, you need to rollback to remove the entry and correct a previous payroll run.

1. Double-click the require employee(s), then click the Absence tab.
2. Select the dates that you want to delete.
3. Right-click then select None.

If you would like help with entering SSP and or ShPP absences 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.

Sage 50 Accounts

Refund a customer

There are times when you might need to refund a customer when they have over paid or if you have issued a credit note etc after they have paid.  You can refund a customer and record any goods they have returned, using the customer refund option.

If you have not already done so you need to post a credit note, you can either post a product credit note, a service credit note or a batch credit note.

Post a Refund

1. Click Bank accounts.
2. Click the account you are paying the refund from.
3. On the tool bar, click Customer refund, or on the Payments drop-down list, click Customer refund.
4. Complete the Bank Details, Customer Details and Refund Details as required.
5. To refund a credit note, in the Refund column for the relevant credit, enter the refund amount. If you do not have a credit to refund, enter the refund amount in the box at the top.
6. Click Save.      If you enter the amount in the box at the top, lick Yes to post an unallocated refund.  You can allocate this later.

If you would help refunding a customer, or entering a customer credit note or if you need any other help with your Sage 50 Accounts, please contact us