Generating reports in Sage 50 Payroll

Summary

There are several different ways you can generate reports in Sage 50 Payroll. Each way is quick and easy.

Sage 50 Accounts

Bank Reconciliation

It is always a good idea to reconcile your bank accounts on a regular basis, mainly every time you receive a statement from your bank, and especially before you submit your VAT return to ensure that your have entered the correct figures, not missed anything or duplicated anything.

Sage 50 Accounts

It is a good idea to keep your Sage 50 Accounts program up to date to take advantage of the latest features and fixes for any bugs.

Sage Payroll

Errors when emailing documents from program

ERROR: ’Outlook doesn’t recognize one or more names’ in event viewer

Sage Payroll Year end

Payroll New Year

Sage 50 Accounts

You might want to add your own Chart of Accounts just to report on specific nominal codes.  You can have numerous Charts of Accounts.

Benefits in Kind

A Benefit in Kind (BIK) is a notional payment, which increases you employee’s taxable pay without increasing their net pay.  You can also set a BIK payment as subject to NI if required.

Sage 50 Accounts – Chart of Accounts

When you run management accounts in Sage the Chart of Accounts categories your nominal codes.  This allows you to analyse your income, expenditure, assets, liabilities, and capital to assess your business performance.

Sage Payroll Year end

There are things you can do to start to prepare for the Sage Payroll year end.

Check if you have a week 53.

If you pay your employees weekly, fortnightly or four weekly and your regular pay date falls on Sunday 5^th April 2026, then you have a week 53

Sage 50 Accounts

Management Reports

In Sage 50 Accounts there are various management reports which show the overall value or profitability of your business in a few short reports, such as a balance sheet, profit and loss and trial balance report

Sage 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.

Sage 50 Accounts

Email Debt chase Letters

In Sage 50 Accounts there are various customer debt chase letter that can easily be emailed to customers on a regular basis quickly and easily, which can save you time and money and help improve cash flow.

Sage Payroll

Customise your payroll desktop and employee list

You can customise your employee list in Sage 50 Payroll to make it easier to find what you want.

Sage 50 Accounts

How to filter lists

Using the Filter options in Sage 50 Accounts can help to locate records quickly and easily or hide unused ones.  For example, filter customers to only show those with a balance.  This is available in all modules except Transactions, filtered results apply to reports you run.

Sage Payroll

Search for Employees

If you are looking for a specific employee or employee(s), the Find option can be especially useful.  You can search using all or part of the data shown in the employee list.  E.g. All or part of the employee’s name, their payment period or payment method etc.

Sage 50 Accounts

Search – Quickly find a transaction

The ability to find a transaction quickly and easily within a list can save a lot of time and effort, thus saving you scrolling though hundreds of transactions to find the transaction you want.  The more transactions you have the, the more useful this option becomes.

Sage Payroll

Set up and use Custom Absence Types

How to create customised absence types that are not covered by the default absence reasons.  For example, unpaid leave, leave for exam revision and exams etc.

Sage 50 Accounts

Refund a Supplier

There are times when you might receive a refund from a supplier such as when you have over paid or if you have been issued with a credit note etc after you have paid.  You can record a refund from a supplier and using the supplier refund option.

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.