Sage Payroll

Search for Employees

If you are looking for a specific employee or employee(s), the Find option can be especially useful.  You can search using all or part of the data shown in the employee list.  E.g. All or part of the employee’s name, their payment period or payment method etc.

Search for an employee

1. Click View (next to File on top menu), then click
2. Enter the information you want to search for in the Find
3. Use the Within drop-down list to search all data in the employee list or data from a specific column.
4. Use the Where option to search for data that contains part of the text entered, or that exactly matches it.
5. To perform your search, click Find then click OK.

The matched records are then highlighted on your employees list.

TIP If you need to find an employee who has left, check that the current year historical leavers are showing.  To do this click Criteria above your employee list and clear the Current Year Leavers and the Historical Leavers field, then click OK.

If you would like help with search your employee list 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

Search – Quickly find a transaction

The ability to find a transaction quickly and easily within a list can save a lot of time and effort, thus saving you scrolling though hundreds of transactions to find the transaction you want.  The more transactions you have the, the more useful this option becomes.

Find a transaction

To access the find option click Transactions, then Find.

The find option is then split into the following areas:

Find                 Enter the text you want to search for

EXAMPLE: Account reference, transaction number, date, amount,  details etc.

Search in         Choose the field you want to search in.

EXAMPLE: If you are looking for an account reference, choose the Account Reference field from the drop-down list.

Match               Choose the type of match you are looking for from the following.

Any finds all transactions that contain the details you have entered, anywhere in the field you are searching on.

EXAMPLE: Searching for an Account Reference containing the text JON, matching the Any option, finds JON, JONES, JOHNSTON, PJONES.

Whole finds the transaction that contains the exact details you have entered.

EXAMPLE: Searching for an Account Reference using the whole option only finds JON, not JONES, or JOHNSTON or PJONES.

Start finds all the transactions that contains the details you have entered at the beginning of the box you have searched on.

EXAMPLE: Searching for an Account Reference JON at the start of the box finds JON, JONES, and JOHNSTON not PJONES.

Case                 Select this check box if you want your search to pick up capital and Sensitive      lower-case letters, exactly as specified in the Find What box.

You can also use the search and filter options to restrict the records that appear, we will go through filters next month.  If you would like help with searches or correcting transactions etc or if you need any other help with your Sage 50 Accounts, please contact us