Tips

Tips

Payroll

Set up and maintain your users

You can easily set up access rights on your software so that different users can log in and help process your payroll.  You can also restrict access to certain areas of the software.

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Tips

Tips

Accounts

Customer statements

Statements are a great way to let your customers know if they are missing an invoice etc and remind them of any outstanding balances.

It is very easy to create statements for your customers at any time using the Customer module.

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Tips

Tips

Payroll

Advance Holiday Year Wizard

When you reach the end of your holiday and/or absence year, it is easy to advance the year.  This updates the balance for the new year based on your settings.

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Tips

Tips

Accounts

Memorise Journals

Is there a journal or journals you need to enter every month such as a month end accounting journals or a salary journal.  If you have entries that you post regularly you can use the Memorise and Recall options to save you time and prevent mistakes.

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Tips

Tips

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.

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Tips

Tips

Accounts

Memorise Journals

Is there a journal or journals you need to enter every month such as a month end accounting journals or a salary journal.  If you have entries that you post regularly you can use the Memorise and Recall options to save you time and prevent mistakes

read more
Tips

Tips

Payroll

Show alternative row colours on your employee list

To make things easier when you are working with a large list of employees in Sage 50 Payroll, you can add alternative colours to the employee list.

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Tips

Tips

Accounts  

Supplier Batch Invoice or Credit Note

A Supplier batch invoice or credit note is a simple way to record a purchase or a credit note from a supplier.

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Tips

Tips

Accounts

Customer Batch Invoice or Credit Note

A Customer batch invoice or credit note is a simple way to record a sale or a credit if you don’t need to print an invoice or credit note or update stock.

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Tips

Tips

Payroll 

Print and check the P32 Employer Payment Record

It is a good idea as we are now half way through the tax year to check what you have paid to HMRC agrees to your P32 for the last 6 months, so any over or under payments can be corrected in a timely fashion.

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Tips

Tips

Accounts

Record a one-off Sale

Use a bank receipt to record your money received in Sage 50 accounts without creating a customer record.

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Tips

Tips

Accounts

There are times you need to record one off payments, such as a payment of bank interest or purchases from petty cash.

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Tips

Tips

Payroll 

Calculating SSP

By Law you are required to pay statutory sick pay (SSP) to all employees who are ill and qualify for sick pay.  Sage 50 Payroll contains the most up-to-date legislation and makes it easy to process sick pay by calculating SSP values for you.

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Tips

Tips

Payroll

Report Favourites

To save time and effort finding the reports you use on a regular basis you can add then to your Favourites then run then quickly from your Favourites folder.

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Tips

Tips

Accounts

Transfer Money between bank accounts

Sometimes you need to transfer money between bank accounts, or to draw cash or to pay off a credit card. To record this, you can use the Bank Transfer option, which is quick and easy to use.

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Tips

Tips

Payroll

Reminders

Recurring events and reminders do not appear automatically in the diary each recurring date.  They only appear when the computer date is the same as the recurring event.

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Tips

Tips

Accounts

Recurring entries

Recurring entries are a great way to save time.  Simply create multiple payments, receipts, Customer or Supplier Payments on Accounts or journals that happen on a regular basis such as direct debits and standing orders.

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Tips

Tips

Payroll

Reminders

 You can set up an event or reminder to occur once, on a specific date and time or repeatedly, every day, week, month, year, reminders can also be tailored to specific users or all users.

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Tips

Tips

Accounts

Setting up a New Supplier Record

A Supplier record helps you to manage contacts, track purchases and creditors.

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Tips

Tips

Payroll 

Payroll New Year

  1. Check you’ re using the correct version

Before you start processing the new tax year, you must have installed the update for the 2023/24 tax year.

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