Tips

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Tips

Mar 19, 2020

Payroll

Managing departments and cost centres

There may be times when you need to analyse a group of employees, and the various parts of their pay.  For example, to run a report that shows a breakdown of the wages across the different departments/offices in your business.  To do this, simply create your departments and cost centres, then assign them to your employees.

Create a new department or cost centre

  1. Click Company, then click Settings.
  2. Click the Analysis
  3. Enter the required information in the Ref. and Name boxes, then click OK.

Assign an individual employee

  1. Double-click the relevant employee, then click Analysis.
  2. Click the downward arrow next to Department or Cost Centre and choose the relevant department or cost centre
  3. Click OK, then click Save.

Assign a group of employees

  1. Select the required employees.
  2. Click Tasks then click Global Changes
  3. Click Departments, or click Cost Centres.
  4. Click Assign Employee(s) to Department or Assign Employee(s) to Cost Centre.
  5. Select the relevant department or cost centre you want to apply to the employees.
  6. Click OK, then click Yes.
  7. Click OK.

Remove a department or cost centre from employees

  1. Select the relevant employee(s).
  2. Select Tasks then click Global Changes.
  3. Click Departments or click Cost Centres.
  4. Click Assign Employee(s) to Department or Assign Employee(s) to Cost Centre.
  5. Select No Department or No Cost Centre.
  6. Click OK, then click Yes.
  7. Click OK

Delete a department or cost centre

  1. Click Company, then click
  2. Click the Analysis tab, then select the department or cost centre to be deleted.
  3. Press F8 on the keyboard.
  4. Click Yes, then click OK.

Tips

Mar 19, 2020

Accounts

Refund a customer credit note

There might be times when you need to refund a customer credit note, this can be easily recorded using the Customer refund option.

  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 Payee and Date boxes as required.
  5. To refund a credit note, in the Refund column for the relevant credit, enter the refund amount. If you don’t have a credit note to refund, enter the refund amount in the box at the top.
  6. Click Save.

If you entered the amount in the box at the top, click Yes to post an unallocated refund.  You can allocate this later.

Sage 50 Payroll – 2020/21

Mar 10, 2020

Sage 50 Payroll – the 2020/21 tax year software update is available now.

To check if you have installed it, in your Sage Payroll, go to Help, then About and check your version is 26.

If it’s not, you need to install the update as soon as possible to ensure you are using the correct legislation for the new tax year.

Changes to the NMW rates – From 1st April 2020 the national minimum wage (NMW) rates are increasing.  There are the minimum rates most employees are entitled to.  You can use the minimum wage check option to check you are paying your employees the correct rates.

Employment allowance changes – from April 2020, HMRC are introducing new rules and processes for claiming employment allowance.  Remember to check if you are still eligible or if you are now eligible.

If you would any more information on the new Sage Payroll update or help with the Payroll year end process please do not hesitate to contact us

Accounts – Report Criteria defaults to 31/12/2019

Feb 12, 2020

When you run a report in Sage 50cloud Accounts V26.1 and below, the date criteria defaults to run up to 31/12/2019.

As that date has now passed, you must ensure you are using the latest version of Sage 50cloud Accounts, which includes an extended date range criteria up to 31/12/2050.

To Check your version

  1. Open Sage 50cloud Accounts.
  2. On the menu bar click Help, then click About.
  3. In the Program Detail, check the version number.

If you are using v26.01 or below, you must upgrade to the latest version.

If the dates still defaults to 2019 after installing v26.02, please follow the steps below:

Date still defaults to 2019

If the date still defaults to 2019 after you install the update, it is recommended that you follow the steps below

Standard Reports

Restore the ‘reports and layouts only backups’ (this can be found by visiting Sage’s online help centre and going to article 45577).  This will refresh the default reports and layouts in your software without overwriting your data or customised documents.

Customised reports

If the issue occurs on reports or layouts that have been customised, you must follow the steps below:

  1. Select the document you want to amend, then click Edit.
  2. Click Report, then click Criteria.
  3. Select your date criteria, for example INVOICE_DATE, then click Modify.
  4. Select Present, from the Status drop-down.
  5. Click OK.
  6. Select the date criteria, then click Modify.
  7. Select Enable, from the status drop-down.
  8. Click OK, then click OK.
  9. Click File, then click Exit.

If you would like help upgrading your program or restoring a reports and layouts only backup or amending a customised report any other queries or problems with your Sage Accounts etc. or would like a quote or to purchase an upgrade please contact us

Sage 50cloud Payroll v26

Feb 12, 2020

The Sage 50cloud Payroll update that is due in early February will include the following features and improvements.

Employment allowance changes – from April 2020, HMRC are introducing new rules and processes for claiming employment allowance.  Sage 50cloud Payroll will include an option to apply for the employment allowance.

Class 1A NIC’s on termination payments – from 6th April 2020 employer NICs will be introduced on termination payments above £30,000.  There will be no employee’s NIC on these payments.  In the new tax year you can select the Class 1A NICs checkbox on the pay element setup to deal with the payment above £30,000.

Parental bereavement leave and pay – the Parental Bereavement (Leave and Pay) Act 2018 introduces a new employment right to Parental Bereavement Leave (PBL) and an entitlement to Statutory Parental Bereavement Pay (SPBP) for any qualifying parent who loses a child under the age of 18 or who suffers a still birth from 24 weeks of pregnancy.  The new entitlement will apply to deaths from 6th April 2020.

Off-payroll working rules – if a worker is assessed to be outside the IR35 rules then they are classed as a deemed employee, which means that although tax and NICs should be deducted, they are not entitled to any other employee benefits.  You will be able to set an employee’s type as deemed and the FPS notifies HMRC of this.

Zero emissions mileage for company cars – a new Zero Emissions Mileage field will be added so that the relevant value can be recorded and used when establishing the appropriate percentage used to calculate the car cash equivalent for vehicles partly powered by electricity.

Company car calculation – an easier way for employers who payroll their company cars in Sage 50cloud Payroll.  You will be able to calculate the taxable cash equivalent of the company car for the current tax year, in addition to the previous year rather than manually calculating the relevant values to include in the FPS.

Holiday pay Reference period changes – from April 2020, the holiday pay reference period will be lengthened from 12 to 52 weeks.

Budget 2020 – an update will be released to include the relevant legislation changes for the 2020/2021 tax year after the budget is announced on 11th March.

If you would any more information on the new Sage Payroll update please do not hesitate to contact us on:-

Telephone        01691 684011/654545

Or

Email:              [email protected]

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