Accounts

Disable/Delete customer alerts

If you want to stop a customer alert from popping up in Sage 50cloud Accounts you can either disable it or delete it.

Disable a customer alert

1. Open Sage 50Cloud accounts and select Customers.
2. Double-click the customer record, or click the customer then click Edit.
3. Click Alerts then click then alert you want to disable, then click Edit.
4. Select Disable this alert.
5. Click Save.

This alert now shows No in in the Active column and no longer appears when processing.  If you want to enable the alert again just go into the alert again and clear the Disable this alert check box.

Delete a customer alert

1. Open Sage 50Cloud accounts and select Customers.
2. Double-click the customer record, or click the customer then click Edit.
3. Click Alerts then select then alert you want to delete.
4. Select Delete, to delete the alert and click Yes.
5. The alert has now been deleted.

Disabling or deleting alerts is the same for Suppliers, Products and Services, just select the relevant records.

If you would like help with setting up, amending, disabling or deleting custom alerts or need any other help with your Sage Accounts please contact us

Payroll

How to enter Statutory adoption pay (SAP) using the quick method

By law, eligible employees are entitled to adoption leave.  If the employee meets all qualifying conditions, as an employer, you are obliged to pay the statutory rate of statutory adoption pay (SAP).

Process SAP using the quick method

1. Click Payroll, then Change Process Date.
2. Enter the required process date, then click OK.
3. Select the required employee, then click Employee.
4. Click Record Adoption.

If a message appears advising that you have already paid SAP to this employee, to record details for another child, click Yes.

5. If the employee has given you the suitable matching evidence, select this check box.
6. Enter the date the baby is expected to be matched and placed.
7. To check the employee’s entitlement, click Check Entitlement.
8. Enter the date the employee last worked before starting their adoption leave.
9. Enter the actual placement date.
10. If the employee chooses to end their adoption leave and return to work early, enter the date they return to work.
11. If applicable, click Special circumstances and complete the relevant information.
12. Click OK.
13. To check the employee’s earnings, click Earnings during set period.
14. Click OK.
15. Check the key dates and if required, print the form using the link.
16. Click Save.

Check the employee’s entitlement

1. From the Qualifying Conditions area, check that all the conditions have a green tick beside them. If a red cross appears against any of them, then the employee doesn’t satisfy all of the qualifying conditions and isn’t entitled to SAP, for example:

Evidence Received – The Matching Evidence Received check box isn’t selected.

Worked Long Enough – The must have been continuously employed by you for the 26 weeks up to and continuing onto the matching week.

Earned Enough – The employee’s average weekly earnings in the set period are below the NI LEL.

If the employee does not qualify for SAP you must give them form SAP1.

2. From the Entitlement due area, check the employee’s SAP entitlement as follows:

Standard Rate Current Year – This displays the entitlement at the standard legislation rate.

If this spans two tax years, the weeks in each tax year appear separately as Standard Rate Prv.Yr. and Standard Rate Current Year. and show the applicable rates for each tax year.

3. Click Save, then Close.

When you open Enter Payments to process your employees’ pay for the period, the SAP calculated automatically, up to your current process date.  You may also need to adjust the employee’s normal payments for the period.

You must submit an employer payment summary (EPS) at the end of the tax month to notify HMRC of any SAP being reclaimed.

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

Accounts

Create an alert for a customer

You can create custom alerts to appear when processing selected customers in Sage 50 accounts, this can happen when you create an invoice, quote or sale order and select a specific customer.  It is a simple and effective way to share information and reminders across your business.

It is very easy to set up an alert, note alerts for sale orders are only available in Sage 50cloud Accounts Professional.

1. Open Sage 50Cloud accounts and click Customers.
2. Double-click the customer record, or click the customer then click Edit.
3. Click Alerts then click
4. Select what you want the alert to display in:

• Invoices
• Quotes
• Sages Orders

5. Select if you want the alter to display As a pop-up message, or be Embedded in the window.
6. Under Description, enter the message you want to appear for the alert.
7. Click Save.

The custom alert is now listed in the Alert tab where you can see its description, when it was created, and its active status.

TIP: To amend a custom alert, highlight it, then click Edit.

Custom alerts can also be set up for Suppliers, Products and Services, just select the relevant records.

If you would like setting up custom alerts  or need any other help with your Sage Accounts please contact us

Payroll

 On 22^nd September the new Chancellor, Kwasi Kwarteng announced the following changes.

• The Health and Social Care Levy, has been cancelled.
• From 6^th November, National Insurance rates reduce by 1.25%

Sage have released a software update to account of these changes, if your Version number is not 28.05 or 28.06 you will need to download and install this update (see below for help to install the update).

Install Sage National Insurance Update

The National Insurance (NI) legislation software update you need to install will depend on the version you are using at the moment.  You will only need to install one update, based on the version you are updating from.

Check your current version

1. Click Help, then About.
2. Under the Program Details heading, make a note of your Version Number, together with the Program directory.
3. Close Sage 50 Payroll.
4. Save your work in any other programs on your computer, and Close those programs.

Note: You may be prompted to restart your computer while you install the update.

5. Depending on what version you are running will determine which update you need to download

28.02 or below, the best version is v28.05

Copy and paste the address  into your internet search engine and download the update https://downloads.sage.co.uk/download/?did=480ce707-2860-4961-9dbd-47d15a36ddfa

TIP: If you are prompted to Run or Save the installation file, click Save.

6. To begin the installation, locate and right-click exe. the click Run as administrator.

TIP: You may be prompted to enter your admin password, if you are not sure of this you will need to speak to your IT Support.

7. After reading the information, click Accept Licence then click Next.
8. Check the path is the same as the program directory you noted earlier, then click

If the path is not the same, click No then Yes then browse to the program directory you noted, double click Payroll.exe.

Note: Your computer may restart now due to C++ updates.  Once this completes, return to step 6 to update your payroll software.

9. When the installation completes click OK, then click Close.
10. If you have Sage 50 Payroll installed on more than one computer, repeat these steps on each one.

28.03 or 28.04, the best version is v28.06

Copy and paste the address  into your internet search engine and download the update https://downloads.sage.co.uk/download/?did=f834ea43-f431-4acb-a1f5-2a46fac4cb81

Follow step 6 above except locate and right-click Sage50Payroll_2606019.exe.

If you would like help installing the new Sage 50 Payroll update 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

Schedule check data and backups automatically

It’s easy to schedule check data and and backups even when you are not there to run automatically, giving you total piece of mind that your data is safe all the time.

Backup Manager makes managing your check data and backup simple.

You can schedule these to run automatically even if you do not have your software open, you can still work while your checks and backups are running.

To set up automatic check data and backups:-

1. Log into a Sage Accounts using the Manager login and password.
2. Click File, click Schedule back up then click the Settings tab.
3. Enter your backup schedule settings as required.

Check data and backup schedule – choose whether you want to run check data, or backups, or both, and how often you want to run them.  The time is based on the server clock, not the clock on the local computer.

Company name – Select the companies you want the check data and backup schedule to apply to.  The same schedule applies to all selected companies.  If you have integrated your Sage 50cloud Accounts with Microsoft 365, to upload a backup of your data automatically to Microsoft OneDrive, select the OneDrive check box for the required companies.

Sage 50C OneDrive email notifications – Sage 50cloud Accounts only – If you set your backups to upload to Microsoft 365, you can choose to receive an email notification each time a backup is made.  This email includes the status of the backup and whether there are any errors in your data.  This is a good idea because it lets you know if there are problems with the data that is being backed up.

File types to include in the backup – select the types of file you want to include in your backups.  Accounts data is always included.

Server disk space limit – Backups are created automatically as long as there is sufficient space on your server hard drive.  By default, the backup manager will create backups as long as there is at least 20GB of space.  You can change this if required.

4. To save the backup schedule, click Save.

Memo – if you do not have Microsoft 365 integrated we would suggest that you manually check your data on regular basis to ensure that data you are backing up is good.  To check your data files, go to > File  > Maintenance > Check Data

Note: The scheduled backups are created on the computer where the data is held, so this computer should be left on for the schedule backups to work.

 If you would like help setting up scheduled backing ups or need any other help with your Sage Accounts please contact us

Payroll

Change View

You can view the Employer costs on a monthly basis, to view the Employer costs click Change View (top right of screen) and select Dashboard.

The Employer Costs are shown for each Tax month as they are updated.  If you click on the + opposite a month you will then see a break down of the monthly costs such as PAYE, Total NI, Net Wages, SMP etc.

If you have entered the HMRC Payments these will also show for each Tax month in the form of a graph.

To go back to your Employee List or Dashboard etc, click Change View and select which option you want.

If you would like help with your Sage 50 Payroll or need any other help or advice with your payroll please contact us