Sage Payroll

Advance Holiday Year Wizard

When you reach the end of your holiday and/or absence year, it is easy to advance the year.  This updates the balance for the new year based on your settings.

Method

You must take care to advance the holiday year correctly, and at the correct time.  When you advance a holiday or absence year you can only undo this by restoring a backup.

Before you change the holiday or absence year end, we recommend you take a backup.

1. On the toolbars, click Wizards then click Advance Holiday Year then click Next.
2. To advance the current absence year, select the Advance check box.
3. To advance the current holiday year, select the Advance check box.
4. Check the dates are correct.
5. Click Finish the click OK.

If you need to return to before you advanced the year for any reason restore a backup to the required point.

If need help setting up a holiday scheme, advancing a holiday or absence scheme or need any other help or advice with your payroll, please contact us on.

Telephone        01691 684011/654545

Or

Email:              [email protected]

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

Email Debt chase Letters

In Sage 50 Accounts there are various customer debt chase letter that can easily be emailed to customers on a regular basis quickly and easily, which can save you time and money and help improve cash flow.

Email a chase letter

To email a chase letter, locate and select the layout you want to use, then click Email.

TIP: The layout goes to your draft folder if you use Microsoft Outlook and sends straight away if you use Webmail.

1. Locate and select the chase letter you want to email, (there are several chase letters included as standard and these can be customised if required), then click Email.
2. If a Criteria window appears, enter any relevant criteria, then click

If you have previously configured your email settings, the document goes to your email Inbox or Drafts folder.

3. If you have not configured your email settings, when prompted to send the document as an attachment, click
4. In the Provider drop-down, click the email provider you are using.
5. In the Format drop-down, select the requires document format.
6. Click OK.

When the email generates, enter the recipient’s email address then send the email.

If you would like help with emailing debt chase letters or emailing any other letters etc, or if you need any other help with your Sage 50 Accounts, please contact us

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.