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

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

Sage 50 Payroll

Record Employee Absences

When an employee is absent from work you can record details of their absence in their employee record.  Statutory Sickness (SSP) and Parental Leave (SHPP) can also be entered via Leave Payments.

Enter absence from the employee record

1. Double-click on the required employee then click the Absence
2. Click Diary Entry then enter the absence details in the boxes provided.
3. Click OK then click Save then click Close.

Enter absence from the Enter Payments option

1. Select the required employee, then click Payroll.
2. Click Enter Payments then click the SSP/Parental Leave
3. Select the first date of absence then hold down the left mouse button and drag to the last absence date.
4. Right-click the selected date range and then select the required absence type.
5. Enter the required information.
6. To record sickness click Record SSP then complete the Quick SSP window as required.
7. To record sickness shared parental leave, click Record ShPP then complete the required dates.
8. Click OK then continue processing payroll as normal.

Delete an absence from the employee record

If you have not updated the period, you can delete the absence entry from the employee’s record.  If you have already updated the period, you need to rollback to remove the entry and correct a previous payroll run.

1. Double-click the require employee(s), then click the Absence tab.
2. Select the dates that you want to delete.
3. Right-click then select None.

If you would like help with entering SSP and or ShPP 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 customer

There are times when you might need to refund a customer when they have over paid or if you have issued a credit note etc after they have paid.  You can refund a customer and record any goods they have returned, using the customer refund option.

If you have not already done so you need to post a credit note, you can either post a product credit note, a service credit note or a batch credit note.

Post a Refund

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 Bank Details, Customer Details and Refund Details as required.
5. To refund a credit note, in the Refund column for the relevant credit, enter the refund amount. If you do not have a credit to refund, enter the refund amount in the box at the top.
6. Click Save.      If you enter the amount in the box at the top, lick Yes to post an unallocated refund.  You can allocate this later.

If you would help refunding a customer, or entering a customer credit note or if you need any other help with your Sage 50 Accounts, please contact us