| 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
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Resolution | Send payment settings to Microsoft Excel- Open Sage Payroll and log into a payroll as normal.
- On the menu bar, click Company/Payroll, then click Payments.
- Click Export.
- Browse to the location in which you want to save the file, then click Save.
- 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.
- To close the Payments window, click Close.
Send deduction settings to Microsoft Excel- Open Sage Payroll and log into a payroll as normal.
- On the menu bar, click Company/Payroll, then click Deductions.
- Click Export.
- Browse to the location in which you want to save the file, then click Save.
- 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.
- To close the Deductions window, click Close.
[BCB:22:IE - Sales message :ECB] |
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