Payroll

Updating your employees’ tax codes

From the 2022/23 tax year, the personal tax allowance remains at £12,570.  This means that the emergency tax code remains at 1257L and you don’t need to update employees’ tax codes

However, if you receive a P9 or P6 from HMRC, you will need to update an individual employees tax code.  You should clear any week 1/month 1 flags for the employees too.

Tip:  There are no separate increases for Scottish and Welsh tax codes.

Update an employee’s tax code

There are different steps depending on how HMRC contacted you, you will either get a letter through the post, or an IR Secure Mailbox notification.

Received a letter

1. Select the required employee and click the Employment
2. In the tax code box, enter the tax code HMRC have stated.
3. Click Save.

IR Secure Mailbox Notification

1. Click E-submission, then click IR Secure Mailbox.
2. Select P9
3. Click Apply.

The employee tax code will now be updated and you can clear the week 1/month 1 flag.

Clear the week 1/month 1 flag

1. Select the required employees.
2. Click Tasks then click Global Changes.
3. Click Tax Codes then click Clear W1/M1 flag.
4. Click Yes then click OK.

If you would like help updating your employees tax codes, clearing week 1/month 1 flag(s) or need any other help or advice with your payroll please contact us

 We can also provide a remote access service where we can directly link into your computer to help you resolve your Sage Accounts or Payroll problems.

Accounts

Which files to include in a Sage 50cloud Accounts Backup

When you backup your Sage 50cloud Accounts data, you can choose what file types you want to include in the backup.  You can either select all types, or you can select specific types.  For example, you might want to backup data files on a daily basis but include other files once a month etc.

To backup

1. Go to File > Backup.
2. Select what files you want to include in the backup
3. Filename – this consists of the company name, date and time, you can change it to whatever you want but it must end in .001.
4. Location – click Browse to find the location you want to back your data up to.

 If you are not sure what the different files are and what they contain see below.

Data Files – Data files includes your company details, all record types and processing information.

Tip: This is the file you need to backup most regularly.  We recommend backing up your Data Files either daily or every time you use Sage.

Transaction Attachments – Documents attached to supplier invoices and credits.

Report Files – If you have customised any of the reports in Sage 50cloud Accounts, or Sage have created any bespoke reports for you, select this option.

Layout Templates – If you have customised any layouts in Report Designer such as invoices or statements etc, select this option.

Record Attachments – Documents attached to customer/ supplier records and bank reconciliation PDFs.

Image Files – any images that have been added to Stock Records.

Company Archives – This includes historic data files that have been created through the archiving process.

Tmail Database– This copies the transaction email data files.

Note: This feature is rarely used and is not available by default unless enabled.

HMRC Submission files – this includes details of submission information of VAT returns, EC Sales list, CIS monthly Return submission data.

If you would like help backing up your Sage 50cloud Accounts data or need any other help please contact us

Sage 50cloud Payroll

Error when emailing a document from Sage 50cloud Payroll

When emailing a document, you may see the following message:

‘Unable to send all emails Error with the address <email address> :Unable to connect to remote server’.

This can be due to a recent change by Microsoft to one of their smtp servers and affects email providers that use the smtp.live.uk server.  Don’t worry it is easy to fix by updating the server name in your email settings.

To update your SMTP Details in Report Designer

1. Select any report or layout, then click Edit.
2. In Report Designer click Tools, click Options and then click Email Setup.
3. In the Default Provider drop-down menu, click Internet Mail (SMTP).
4. Select the Where MAPI is specified in the report, use the default provider instead check box.
5. Under Available Providers, click Internet Mail (SMTP), then click Configure.
6. Select Custom from the list.
7. Click Next and enter the required fields from the table below:

Display Name – Enter the name to appear when the email is sent, for example, your name.

Email Address – Enter the email address that the email is to be sent from.

Password – Enter your email account password.

Username login (optional) If your email account has a separate username, click this check-box then enter the username.

SMTP Server – changer to smtp-mail.outlook.com

Port – change to 587

Use Secure  Socket Layer (SSL ) connection – Click this check box to select it.

8. Click Next, then click Send a test message.
9. Enter an email address to send a test message, then click OK.

If the test email is successful, your SMTP Settings are now correct.  If the test fails, you need to check your settings and repeat the above steps.

If you would like help changing your email settings or need any help with a report etc or need any other help or advice with your payroll please contact us

Sage 50cloud Accounts

Problem emailing a document

When emailing a document, you may see the following message:

‘Unable to send all emails Error with the address <email address> :Unable to connect to remote server’.

This can be due to a recent change by Microsoft to one of their smtp servers and affects email providers that use the smtp.live.uk serer.  Don’t worry it is easy to update the server name in your email settings.

To update your layout settings

1. Go into your sage 50cloud Accounts, click Settings then click Email Defaults.
2. In Email Program, select Webmail.
3. In Server Name, change the server from live.co.uk to smpt-mail.outlook.com.
4. Click Apply, browse to and select the layouts you normally email, then apply the settings, click OK.

To update your report settings

1. If you email any reports, for each report, select the report then click Edit.
2. In Report Designer click Tools, click Options and then click Email Setup.
3. In the Default Provider drop-down menu, click Internet Mail (SMTP).
4. Under Available Providers, click Internet Mail (SMTP), then click Configure.
5. In the provider list, click Custom, then click Next.
6. Enter you email credentials, then enter the following connection settings:

• SMTP Server – Enter smpt-mail.outlook.com
• Port – Enter 587
• Select the Use Secure Socket Layer (SSL) connection check box.

7. Click Next, then to test the connection click Send a test message.
8. Click Finish, click OK, click File, click Save or Save As to save your report
9. Click File, then click Exit.

If you have problems emailing your layouts such as customer invoices or any reports or need help customising any reports or layouts etc or need any other help, please contact us

Sage 50cloud Payroll

Processing a Leaver

When an employee leaves your company, you need to provide them with a P45. To do this, after updating their final payment, but before submitting the full payment submission (FPS), you must mark them as a leaver.

Process your employee’s final pay

1. Click Payroll, then click Change Process Date.
2. Enter the required pay date, then click OK.
3. Select the employees you want to pay, then click Enter Payments.
4. Enter the payment details for any other employees in the pay run as normal.
5. For the employee who has left, enter their final payment details.
6. Click the Select this check box if your employee is leaving and this is their final paymentcheck box.
   • When you select this check box, any outstanding payments, such as statutory payments calculate automatically.
7. If required, check and pay any outstanding amounts due, such as holiday pay then click Close.
8. Print any of your normal pre-update reports, such as payslips and payment summaries, as usual.
9. Update records for your employees for the pay period.

Once you’ve printed the reports you need, you must mark the employee as a leaver and print their P45 before you submit your FPS for the period.

Mark your employee as a leaver and print their P45

Caution: Before processing the employee as a leaver, you need to set your process date to the employees leave date.  This ensures that the correct tax code is shown on their P45.

1. Click Payrollthen click Change Process Date.
2. Change the Process Date to the employee’s leave date then click OK.
3. Double-click the required employee.
4. Click the Employmenttab, then click Leaver.
5. Click Next, then enter the employee’s leaving date.
6. On the ‘Select your stationery’ list, click P45 – Plain paper (for eSubmissions).
7. This report prints onto plain paper. You don’t need P45 stationery.
8. Click Preview, then check the details on the report.
9. Click Print, then click OK.
10. ClickClose then click Finish.
11. Click Payrollthen click Change Process Date.
12. Change the Process Date to your current process date,then click

You can now submit your FPS for the pay period. If you’ve already submitted the FPS for the period, you must submit an FPS adjustment.

If you would like help processing a leaver or need any other help or advice with your payroll please contact us

Sage 50cloud Accounts

Problems with missing reports and layouts

If you find that you are missing a report or layout that you previously had there are various steps that you can follow to restore the report or layout.

Standard reports and layouts

You can restore the reports and layouts backup files either from this folder:
C:\Program Data\Sage\Accounts\*your version*\DataRestores
Or you can go onto Sage’s website and download the reports and layouts backup for your version.

Customised reports and layouts

Missing customised reports and layouts can be caused by one of the following:
• The file has been deleted.
• You have moved machines or servers and have restored a data files only backup.
• You have upgraded versions and the report has not transferred over.

Restore your reports and/or layouts only backup

If you have taken a backup that includes reports and/or layouts, your customised reports and documents can be restored.
If your backup also includes data files, these will overwrite your current data, check to see if it also includes attachments and company archives. Make sure you take a current data only backup (you might need to include attachments and company archives) before restoring. You can restore this after you restore your reports and layouts.

1. On the menu bar, click File then click Restore.
2. Click Browse then browse to where you saved your backup that includes the reports and layouts, click Open.
3. Click OK then click Yes.
4. Click OK, enter your login name and password, then click OK.
5. Check to see if the customised report or layout is there that you need.

Note: Once you find your missing report or layout, if the back-up you restored includes data files, attachments or company archives, restore your data, attachments and Company archive backup. This will bring your data back up to date without affecting the re-discovered reports and layouts.

Tip: Once you have restored the missing customised report(s) and/or layout(s), take a reports and layout only backup and label it accordingly, for future reference.

Copy the files into your data directory

If you can locate the customised files, for example on another machine or in the previous versions reports directory, you can restore the document.
1. Open Sage 50cloud Accounts and log into the company you want to save the document to.
2. Double click the customised file, then enter the company login details to access Report Designer.
3. Click File, then click Save As
Report Designer automatically directs to the correct folder.
4. Click Save.

Check Use Data path for reports

If you have a multi-user licence, you can choose whether the company runs its reports from your local directory, or if it uses the data directory to locate the reports. If this has been changed, it can result in reports not being located by your software.
1. Click Settings, then click Company Preferences.
2. Click Reporting
3. Check if Use data path for reports is selected.

Check the layouts folder

Layouts including Invoices, Credit notes, Sales and Purchase Orders and Statements are all stored in the Layouts folder in your data directory.

To access the layouts folder from within your software:
1. Click Invoices and Credits, then click any record.
2. Click Print, then click Layouts.
3. Right-click any layout in the list, then select Show in Explorer.
The layouts folder will then open.
• You should check this folder for the layout you are expecting to see. If it isn’t in here, you must locate it and add it to this folder.
• If you can see the layout in one company and not another, you should copy the file from the first company’s layout folder, then paste into the folder of the second company.
Tip: Letter layouts are stored in the Letters folder. To access this, repeat the above steps using Customers, then selecting Letters.

If you would like help restoring or finding missing reports or layouts or need help customising any reports or layouts etc or need any other help, please contact us