Payroll

You might need to deduct something from your employee’s wages for example they might want to pay into a Christmas fund.  Deductions are quick and easy to set up to handle this.

To Set up a deduction

1. Click Company, click Pay Elements.
2. Click the Deductions tab, then click
3. Check or enter the following information:

Status   ■ Fixed – If you choose Fixed, you can change the hours and rate in the employee’s record and, change the hours in Enter Payments.

            ■ Global – Only changes to this payment can be made within Pay Elements Settings.

            ■ Variable – You can change the hours and rates within the employee’s record and in Enter Payments.

Description – Enter a description for your payment type, for example Christmas Fund.

Default Hours/No. – You can set a default number of hours here or leave it as zero.

Default Rate – This is only available if the status is Fixed, Global or Variable.  You    can set a default rate here or leave as zero.

1. In the ‘Deduct this value before calculating’ section, select or clear the check boxes as appropriate>
2. Select or clear the following check boxes:

Include Value in Minimum/Living Wage calculation – If you don’t want to include the rate for this payment when calculating the national minimum wage (NMW) for employees, clear this check box.

Include Hours/No in Minimum/Living Wage calculation – If you don’t want to include the hours for this payment when calculating the minimum wage for employees, clear this check box.  If the Include Rate in Minimum Wage calculation box is clear, this check box is cleared and is disabled automatically.

Include for Holiday Accrual – To include the payment when calculating holiday fund accrual, select this check box.

Auto Advance – If you want the default value of this payment to be used automatically when advancing pay, select this check box.

Include for Weekly averages – If you don’t want to include this payment when calculating 12- or 13-week averages, clear this check box.

Clear to Date at Year End – If you want to clear the balance of this deduction at year end, select this check box, the value of the deduction is kept for reporting purposes.

Include in Timesheet Entry – If you use Timesheet Entry to pay a group of employees and you don’t want to include this payment, clear this check box.

3. Click OK, then Click Close

NOTE If an employee is on a salary sacrifice pension, their contribution won’t be reduced by a deduction.  As a workaround you can reduce the employee’s gross pay or enter a negative payment

If you need help setting up a deduction or need any other help or advice with your payroll, please contact us

Accounts

Supplier Payment

When you want to pay a supplier and allocate it against the relevant invoices etc-

1. Click Bank accounts on the left-hand menu.
2. Click the bank account the money has been paid out of.
3. On the tool bar, click Supplier payment.
4. Check the correct bank account has been selected if not select the correct bank account either by typing in the bank account code or clicking the down arrow and selecting the correct bank account or press F4.
5. Select the correct supplier either by typing in the supplier’s code or by clicking the down arrow and selecting the supplier or press F4.
6. Enter the date you are paying the supplier.
7. Enter a Reference if required.
8. Reference – enter if required.
9. Enter the amount paid and record the payment.

• Full Payment – Click the invoice, then click Pay in full.
• Part Payment – Enter the value paid against the invoice in the Payment
• Multiple payments – Enter the value paid for each invoice in the Payment

10. Click Save and Close.

Record payments to Suppliers in advance.

If you send a payment to a supplier before you received the invoice, you can record this as a payment on account.

1. Click Bank accounts on the left-hand menu.
2. Click the bank account the money has been received into.
3. On the tool bar, click Supplier payment
4. Select the correct supplier either by typing in the supplier’s code or by clicking the down arrow and selecting the supplier or press F4.
5. Enter the payment date.
6. Enter a Reference if required.
7. Reference – enter if required.
8. Enter the amount paid.
9. Click Save then when prompted to post a payment on account, click Yes.
10. Click Close.

You can allocate the payment on account to future invoices for this Supplier at any time.

Memo

Supplier Payments can also be selected from the Suppliers window, just remember to check that the right bank has been selected if not select the correct bank account either by typing in the correct bank account or selecting it from the drop-down menu or F4.

If you would like help entering supplier payment or supplier payments on account or need any other help with your Sage Accounts, please contact us

Payroll

An attachment of Earnings (AEO) is an official form issued to an employer, usually by the court.  It instructs the employer to deduct an outstanding debt directly from an employee’s wages.  There are various reasons why a court may issue an attachment, including unpaid fines and child support.  To cover administration costs, you can also deduct an administration fee of £1 from the employee for each pay period, for each attachment.

To set up an AEO

1. Double-click the required employee to open their record, then click the Employment tab.
2. Click Pay Element, then click Attachment of Earnings Orders.
3. Click the next available line under Attachment Name.
4. Click the dropdown button and select the required attachment.
5. Click OK and enter the AEO details:

• If the attachment if ongoing with no end date or total value, leave the Total Attachment value as 0.00.
• Some attachments have protected earnings built into the legislation. If you use an attachment without this set, you can enter an amount under the Protected Earnings column.

6. Click Save.
7. Click Save, then click Close.

If you need help setting up a AEO or need any other help or advice with your payroll, please contact us

Accounts

Customer Receipt

When a customer has paid you and you need to mark that the invoice has been paid: –

1. Click Bank accounts on the left-hand menu.
2. Click the bank account the money has been received into.
3. On the tool bar, click Customer receipt.
4. Select the correct customer either by typing in the customer’s code or by clicking the down arrow and selecting the customer or press F4.
5. Enter the date the money was received.
6. Enter a Reference if required.
7. Reference – enter if required.
8. Enter the amount received and record the payment.

• Full Payment – Click the invoice, then click Pay in full.
• Part Payment – Enter the value paid against the invoice in the Receipt
• Multiple payments – Enter the value paid for each invoice in the Receipt

9. Click Save and Close.

Record payments from customers in advance.

If you receive a payment from a customer before you issue the invoice, you can still record this as a payment on account.

1. Click Bank accounts on the left-hand menu.
2. Click the bank account the money has been received into.
3. On the tool bar, click Customer receipt.
4. Select the correct customer either by typing in the customers code or by clicking the down arrow and selecting the customer or press F4.
5. Enter the date the money was received.
6. Enter a Reference if required.
7. Reference – enter if required.
8. Enter the amount received.
9. Click Save then when prompted to post a payment on account, click Yes.
10. Click Close.

You can allocate the payment on account to future invoices for this customer at any time.

If you would like help entering customer receipts on customer payments on account or need any other help with your Sage Accounts, please contact us

Payroll

Sage 50 Payroll has hundreds of great reports available to show a wide range of information to help you run your business. With so many reports it can be hard to find the right one you need.

Finding the report, you need

There are two ways to search for the report you want using the Report Finder Tool, using a filter or a search.

To access the Report Finder Tool

1. Under Homes > WebLinks > Click Find a report

Using the Report Finder tool

There are two ways to search for the report you need in the Report Finder tool, using a filter or a search.

Filters

1. Click Show filters.
2. Select the check boxes for the modules that best describes the report you would like to find.
3. Check the boxes next to the required report fields.

Tip: The list of report fields shortens based on your selection; therefore it is recommended that you select the most important fields first.

4. Click Close window to view the filtered list of reports.

Using the search bar

You can use the search bar to enter key words and the best suggestions are then presented below.

Tip: Sage recommend you only enter key words  and not full sentences, for example if you want a list of all your active employees, you can search for Active Employees.

If you need help searching for the right report 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.

Accounts

New Report Finder V30.1

Sage 50 Accounts comes with a multitude of reports, and it can be difficult sometimes to find the report you want. In Sage 50 Accounts V30.1 a new AI-Powered search engine for reports has been introduced, which means that you can use everyday language to find the reports you need.

Enable the new report finder

Go to any module with a Reports button:

1. Click Reports

The first time you access the reports window, you will be prompted to enable the new report finder:

2. Click Enable Now

Note: if you have not already connected your company to your Sage account, you will be taken through the process to do that first.

3. You will then see the new search bar:

Tips for searching

Be specific but be concise.  Tell the report finder about the report you want to create, and it will try and find it for you.

Why are my query results empty?

The search feature will try its best to make a good recommendation, but if it is not confident in providing a recommendation, you may not see a result.

If your results are empty, try adding more detail to your query or reformulating your question.

If you would like help finding the right report for you or need help amending a report or need any other help with your Sage Accounts, please contact us