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

Payroll

Record and delete holidays as booked or taken.

You can record holidays as booked or taken on the absence dairy in Sage 50 Payroll to help keep a track of your employee’s holidays to ensure they do not take more than they are entitled to.

You can set up different holiday schemes which can be assigned to different employees.  Full time employed employees are entitled to a minimum of 28 days holiday including bank holidays per year, for part time employees and employees who work irregular hour this is pro-rated.

You can pay more than 28 days holiday if you wish.

Record holidays booked or taken.

1. On the Employee List, double-click the required employee.
2. Click the Absence tab then click Diary Entry.
3. In the Absence Type drop-down lists click Holiday and Taken or Booked.
4. In the From drop-down list, click AM or PM then enter the required date(s).
5. If required, enter details of the holiday on the Comment box then click OK.
6. Click Save then click Save.

Delete holidays booked or taken.

1. On the Employee List, double-click the required employee.
2. Click the Absence tab then select the date range of the holiday.
3. Once you have selected the full date range of the holiday, right click then click None.

If you need help setting up holiday schemes or recording holidays 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

Compress Data

After clearing the audit trail or deleted a large volume of records in your software, this does not reduce the size of the data files.  It is therefore recommended after clearing the audit trail and/or deleting records you compress the relevant area.  You may also need to compress your data as part of fix any error in the data.

Compress your Data

1. Before you compress your data, take a backup of your data.
2. On the menu bar, click File then click Maintenance then click Compress Data.
3. Clear the Compress All Data Files check box.
4. Clear the check boxes against the data files you do not want to compress. For example, to compress the supplier records only, clear all the check boxes except Purchase Ledger.
5. Click Compress then click OK, then click Close then click Close.

The supplier records have now been compressed.

You can then remove old, unused records, invoices and orders and then compress your data, see earlier articles on how to do this.

If you would like help on Clearing the Audit Trail or removing old records, invoices and orders and compressing your data or need any other help with your Sage Accounts, please contact us

Payroll

Submit an Employment Payment Summary (EPS) to show no payment due and reclaim CIS deductions

If no payment is due and Construction Industry Scheme (CIS) deductions are suffered in the same period, you must inform HMRC and submit an employer payment summary. (EPS).

HMRC can only accept a single submission which includes both no payment and the CIS amount.

Submit an EPS

You can send  an EPS to notify HMRC that no payment is due, if you have also suffered CIS deductions in the same period.

1. Click e-submissions, then click Employer Payment Summary.
2. Select the statement You have suffered CIS deductions.
3. Click Next, check the tax month is correct, then click Next.
4. Verify your statutory payment recovered values and NIC compensation amounts.
5. Use your P32 to check that the values are correct. If you need to change the values, you can change then here.
6. The EPS contains cumulative year to date figures.
7. Once the figures are correct, click Next.
8. Enter both the value of CIS deductions suffered and your Corporation Tax Reference.

Note: You must enter you 10-diget Corporation Tax Reference, also known as your Unique Tax Payer Reference, before you can send CIS deductions suffered on an EPS.

9. You can not calculate this value in Sage 50 Payroll, you must enter it manually based on your external records.
10. If there is no payment due to HMRC, select the No payment is due for tax month check box.
11. Click Next, then click Finish.
12. Complete the Internet Submissions wizard.

If you need help sending a nil payment EPS or reclaiming CIS if you are a Limited company 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.