Categorise Expenses screen

View and categorise Enhanced Reporting expenses in Sage 50 Payroll Ireland.

Use the Categorise Expenses screen to review expenses included in your Enhanced Reporting submission.

You can view and categorise expenses paid to employees under the following Enhanced Reporting categories:

• Small Benefit Exemption
• Remote Working Daily Allowance
• Travel and Subsistence

Before you start

Before using the Categorise Expenses screen:

• Edit an existing payment to use as an expense payment
• Set up a new expense payment if required

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Open the Categorise Expenses screen

1. Go to Direct Payroll Reporting, then select Enhanced Reporting.
2. Select Send Enhanced Reporting Submission.

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Employee details

The following information appears for each employee:

Code	Employee payroll code.
First Name	Employee first name.
Surname	Employee surname.
PPS No.	Employee PPS number.

 

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Expense totals

Total Expenses Paid	Total value of expenses paid in the current pay period. Select the information icon to view the values entered on the employee's timesheet.
Total Expenses Related To Enhanced Reporting	Total value of expenses included in the Enhanced Reporting submission.
Total Expenses Excluded From Enhanced Reporting	Total value of expenses not included in the Enhanced Reporting submission.

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Expense categories

The values of expenses relating to Enhanced Reporting split into the following categories:

Small Benefit Exemption	Up to two tax-free benefits per year with a combined value of up to €1,000.
Remote Working Daily Allowance	Remote working payments, including the number of days and amount paid.
Travel Vouched	Travel expenses supported by receipts or documentation.
Travel Unvouched	Travel expenses paid without supporting documentation.
Subsistence Vouched	Subsistence expenses supported by receipts or documentation.
Subsistence Unvouched	Subsistence expenses paid without supporting documentation.
Site-based Employees	Payments relating to qualifying site-based employees.
Emergency Travel	Emergency travel payments.
Eating On Site	Qualifying eating-on-site payments.

 

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Next steps

Once you've reviewed and categorised your expenses, send an Enhanced Reporting Submission.