| Description | If you want to set up multiple payrolls with similar details, you should use the Copy Files utility to reduce the amount of data you need to manually input. It copys the details from an existing payroll into the new payroll you're setting up. An added benefit is that it ensures consistency in your consolidated company reports. |
Resolution | Using the Copy Files utility - Log into Sage Payroll as the system administrator.
- On the menu bar, click Company then click Copy Files.
- Under Payrolls, highlight the payroll you want to copy details or settings from, then click From.
- Select the relevant check boxes to specify which items you want to copy in to the new payroll. If the pay frequencies of the payrolls are different, don't click Calendar.
- Under Payrolls, select the payroll you want to copy the details or settings in to, then click To.
- Click Copy. If you're prompted to overwrite existing data, to continue, click Yes to All. Alternatively, to cancel the copying process, click No to All.
- Click OK, then click Cancel.
Log into the destination payroll and check the relevant details and settings are correct.
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