Sage 50 Payroll

Record Employee Absences

When an employee is absent from work you can record details of their absence in their employee record.  Statutory Sickness (SSP) and Parental Leave (SHPP) can also be entered via Leave Payments.

Sage 50 Accounts

Refund a customer

There are times when you might need to refund a customer when they have over paid or if you have issued a credit note etc after they have paid.  You can refund a customer and record any goods they have returned, using the customer refund option.

Sage 50 Payroll

FPS Adjustments

If you have changed an employee’s wages and the amount of PAYE, NI, Student loan deduction etc might have changed, so you need to inform HMRC about the changes and this is done via a FPS adjustment.

Sage 50 Accounts

Manual contra entries

If you do not have the feature to do an automatic contra entry you can do a manual entry in SAGE 50 Accounts, to offset outstanding customer and supplier invoices etc.

Payroll

Correcting Employees wages once you have updated the wages

You might find that after you have updated the wages for the payroll run, new information comes to light and you need to rerun the payroll for that employee(s) examples could be a change to an Attachment of Earnings etc, missing overtime etc.

Sage 50 Accounts

Automatic contra entries

Sometimes you might have a customer who is also a supplier, and you want to offset customer and supplier invoices.  This is a contra entry.

Payroll

New NHS pension legislation applicable from 1^st April 2025

You will need to download and install Sage 50 Payroll V31.00.236.

Sage 50 Accounts

Writing Off Customer Bad Debts

Sometimes you might need to write off outstanding transactions on a customer’s account, for example if they cease trading. 

Payroll

Payroll New Year

1. Check you are using the correct version.

Before you start processing the new tax year, you must have installed the update for the 2024/25 tax year, V31.00.231

Sage 50 Accounts

Updating Customer Invoices/Credit Notes

We will go through how to update sales invoices so that they show on your customer ledgers, enabling you to know what is due from your customers at any given time.

Sage 50 Accounts

Creating customer Invoices

You might want to use Sage 50 accounts to create a customer invoice that you can send out to your customer.

Payroll

Email verification code – Employee logins

How an employee logs in to Sage Employee Online Services is changing

Accounts

Change Default Program Date

The date which appears when you enter a transaction is the program date.  If you have a large number of transactions to post for a previous month you might want to change the program date

Payroll

Adding a new employee using the Employee Wizard

When you take on a new employee, you need to create a new employee record for them in your software.

Accounts

Configure your toolbars and columns

You can configure your desktop in Sage 50 accounts, to make the options you use easier to find.

Payroll

Paying your employees at Christmas

You may need to pay your employees on a different date to normal over the Christmas break due to holidays.  If you pay early or late, it is important that you submit the correct process date on your FPS.

Accounts

Add a Festive message to your invoices etc

You might want to add a festive message to your invoices or inform customers of your Christmas and New Year opening hours etc, this can be done easily by using Report Designer.

Accounts and payroll

Changes to Email Settings

Microsoft have retired Basic Authentication on Outlook.com, and Google are retiring Basic Authentication on Gmail.

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.

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.