How to send your company payments and deductions settings to Microsoft Excel
Description

This can be very useful if you want to:

  • Check all of your payment and/or deduction settings at once - You don't have to open the settings for each individual payment/deduction to check them.
  • Keep payment and deduction settings for payroll auditing purposes.
  • Import values into your employees' timesheets and divide them between various departments/cost centres (Multi-timesheet import). Read more
  • Import values into your employees' timesheets but you don't want to divide them between various departments/cost centres (Single timesheet import). Read more
Cause
Resolution
Send payment settings to Microsoft Excel
  1. Open Sage Payroll and log into a payroll as normal.
  2. On the menu bar, click Company/Payroll, then click Payments.
  3. Click Export.
  4. Browse to the location in which you want to save the file, then click Save.
  5. When prompted to view the file, complete one of the following options:
    • To open it in Microsoft Excel, click Yes.
    • To complete the process without viewing it, click No.
      If you choose No, you can access the saved report as a Microsoft Excel spreadsheet later from the location you specified in step 4.
  6. To close the Payments window, click Close.

 

Send deduction settings to Microsoft Excel
  1. Open Sage Payroll and log into a payroll as normal.
  2. On the menu bar, click Company/Payroll, then click Deductions.
  3. Click Export.
  4. Browse to the location in which you want to save the file, then click Save.
  5. When prompted to view the file, complete one of the following options:
    • To open it in Microsoft Excel, click Yes.
    • To complete the process without viewing it, click No.
      If you choose No, you can access the saved report as a Microsoft Excel spreadsheet later from the location you specified in step 4.
  6. To close the Deductions window, click Close.

 

[BCB:22:IE - Sales message :ECB]

 

 

Steps to duplicate
Related Solutions