Sage Payroll

Customise your payroll desktop and employee list

You can customise your employee list in Sage 50 Payroll to make it easier to find what you want.

Sort a column

To sort a column

1. Click the column heading. Click the column heading a second time to sort the list in revers order.  Click a third time to revert the list to default order.
2. Right-click the relevant column heading, Sort Column or Reverse Sort Column. To remove a sort on a column, right-click the column heading, and click Sort Off.

Tip: If a sort has been applied to a column, it will have an arrow indicating the order of the sort.

Re-order columns

You can re-order the columns to show the employee list in any order you prefer, for example you may want employees surnames to appear on the list first, followed by their forenames, then employee reference numbers.

To re-order columns, drag the column headings to the desired position.

Tip: Although you can not hide columns, you can move unwanted columns to the far right of the window.

Change column widths

You can also change the width of a column, to make it wider or narrower.

To change the width of a column, click and drag the vertical bar to the right of the relevant column heading.

To reset column widths, you can either:

• View menu then Reset Column Widths.
• Right-click on the desktop then Reset Column Widths.

TIP: Resetting the column widths also reverts the column order back to the default settings.

If you would like help with sorting columns or re-ordering columns or altering the column widths etc 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

How to filter lists

Using the Filter options in Sage 50 Accounts can help to locate records quickly and easily or hide unused ones.  For example, filter customers to only show those with a balance.  This is available in all modules except Transactions, filtered results apply to reports you run.

Create a Filter

1. Open the required module, for example, Customers, then click Filter.
2. If required, to clear a previously created filter, click Discard.
3. Complete the filter window as follows:

TIP: For further help with creating your filter, use the Wizard option.

Join                 Click Where.

Field                Click the field you want to filter on, for example, Balance.

Condition         Click the required condition, for example, Is Not Equal To.

Value               Enter the value to apply to the condition. 0.00

4. To apply the filter without adding a further line, Click Apply.
5. To add another line to the filter, click the space below then select And or Or as required.
6. Complete the Field, Condition and Value
7. To save the filter for later use, click Save As, enter a file name, then click Save.
8. To apply the filter, click Apply, then click Close.

Your filter applies and the software shows how many records match the filter criteria.

To reverse the display, click the filter icon or spy glass on the module banner.

You can also use filter options to restrict the records that appear and help with reporting.  If you would like help with filters etc, or if you need any other help with your Sage 50 Accounts, please contact us