Sage Payroll

Set up and use Custom Absence Types

How to create customised absence types that are not covered by the default absence reasons.  For example, unpaid leave, leave for exam revision and exams etc.

Setting up a custom absence type

1. Click Company, then click Settings.
2. Click the Absence tab then, under Custom Absence Reasons, click one of the Description boxes.
3. Enter a description, for example, Exam Revision.
4. Repeat steps 2 and 3 for each custom absence you want to set up.
5. Click OK.

Enter a custom absence using Diary Entry

1. Double-click the required employee, then click the Absence
2. Click Diary Entry then, from the Absence Type drop down list, choose Custom Absences.
3. From the second Absence Type drop down list, choose the required absence type.
4. From the From drop-down list, choose AM or PM then, in the From date box, enter the required date.
5. From the To drop-down list, choose AM or PM then, in the To date box, enter the required date.
6. If required, enter absence details in the Comment box, then click OK.
7. Click Save, then click Close.

Enter a custom absence using click and drag

1. Double-click the require employee(s), then click the Absence tab.
2. Click and drag to select the required dates, then right-click the selected dates.
3. Choose Custom Absence Types, then choose the required absence type.
4. Choose the absence length then, if required enter absence details in the Comments
5. Click OK, then click Save.
6. Click Save.

If you would like help with creating and or entering custom 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 Supplier

There are times when you might receive a refund from a supplier such as when you have over paid or if you have been issued with a credit note etc after you have paid.  You can record a refund from a supplier and using the supplier refund option.

Post a Refund

1. Select Bank accounts.
2. Select the bank account you are receiving the money into.
3. On the tool bar, click Supplier refund.
4. Complete the boxes as required.

• Ensure the correct Bank A/C is selected.
• Select the correct Account in the Supplier Details section.
• Enter the date of the refund on the Refund Details section.
• Enter the refund amount. Enter this in the Amount field or Amount column next to the credit note.

5. Once the boxes are complete, click Save.
6. If you don’t allocate the refund to a purchase credit, you will see this message: ‘There is an unallocated refund of (insert amount) do you want to post an unallocated refund? click Yes. .
7. This refund now appears as a PR on your supplier activity.

If you would like help entering a supplier refund or if you need any other help with your Sage 50 Accounts, please contact us