- Create a My Sage login
To use My Sage, you must create a login TIP: If you need to reset your password for an existing account, visit our article I've forgotten my Sage account password
- Create a Sage account
Under Log in or create an account, enter your email address, then click Continue If you don't have a Sage account registered with that email address, you're prompted to create one
- Sage account login
Creating your Sage account To find out more about what a Sage account is and how to create one, use our Create a Sage account article
- Integrate Payroll with Accounting - gb-kb. sage. com
Sage Payroll automatically creates a journal in Accounting every time you complete a pay run in Payroll It posts with the date you’ve used for your pay date when processing the pay run
- Create a Sage account
Under Log in or create an account, enter your email address, then click Continue If you don't have a Sage account registered with that email address, you're prompted to create one
- Create and manage quotes
Print To print a quotation, select it from the list and click Print Choose a layout or create your own Layout options depend on the quotation type - invoice or sales order TIP: You can also customise your quotation layout
- Create a duplicate invoice - gb-kb. sage. com
On the navigation bar, click Invoices and credits Locate and click the invoice you want to copy, then click Duplicate To create a credit note based on the selected invoice, click Credit invoice Make any required changes to the invoice, then click Save TIP: Don't forget to Update invoices or credits to the ledger once finished
- Import employees - Export FPS file - gb-kb. sage. com
To import your employees into Sage Payroll, you need to use a Full Payment Submission (FPS) file This is the form that submits to HMRC each time you complete your payroll
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