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.

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

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