| Description | Using the Data Export option, you can export company and employee information from Sage 50 Payroll. The export creates a Comma Separated Value (CSV) file, that you can then open in other software. |
Resolution | Export Employee data - Go to Employee, select the employees to include in the export.
- Click File, then Data Export.
- Click Payroll Data Export, then Next.
- Scroll down and select Employee Details, or Employee Year to Date Figures as required.
- Click Next.
- Click Browse and enter the File name.
Browse to the folder if it's not selected. - Click Save.
- To include a heading on each column of your exported data, select the checkbox beside Create a CSV file with Payroll fields as column headings?
- Click Next, check the details are correct, then click OK.
Export Company data When you export company data, you don't need to select any employees on your employee list. - Click File then Data Export.
- Click Payroll Data Export then Next.
- Select the Company details to export from the list of options, then click Next.
- Select which of the details to export. For example, if you selected the Company Deductions template, select the specific deductions to export.
TIP: Click Swap to select all options. If you only need to select certain options, hold the Ctrl key on your keyboard and click what you're exporting. - Click Next.
- Click Browse and enter the File name.
Browse to the folder if it's not selected. - Click Save.
- To include a heading on each column of your exported data, select the checkbox beside Create a CSV file with Payroll fields as column headings?
- Click Next then click Finish then click OK.
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