The Sage 50 Payroll Excel Integrated Reporting (EIR) add-on allows you to transfer payroll data directly to Microsoft Excel.

Before you can use EIR to run reports directly into an Excel spreadsheet, you must follow the steps below.

Before you install the EIR update

• Check you're using a supported version of Microsoft Excel. Microsoft Office and Sage software compatibility guide >
• Check your macro security settings are correct in Microsoft Excel
• Check your username, in Sage 50 Payroll, has the correct access level to use EIR. If you log in using Manager, you automatically have the correct level of access. Set up and maintain your users > 

Note the installation directory

When you install the EIR add-on, you need to enter the path to your Sage 50 Payroll installation. Follow the steps below to find this path.

1. Log in to a company in Sage 50 Payroll as normal.
2. Click Help then About.
3. Under the Program Details heading, note the path beside Program Directory.

Download the Excel Integrated Reporting update

1. Click the link following link:
   • Sage 50 Payroll EIR add-on v30.01
2. If prompted, browse to where you want to save the file.
3. Make a note of the filename then click Save.
    TIP: The default filename is Sage50PayrollEIR_3001283.exe. 
   

Install the Excel Integrated Reporting update

1. Browse to the installer you downloaded in the Download the Excel Integrated Reporting update section.
2. Right-click this file, then click Run as administrator.
   • If a Security Warning window appears, to proceed with the update click Run
3. To confirm you accept the licence terms, click Accept Licence.
4. Ensure the path displayed is the same as noted previously, then click Yes.
   • If the path displayed doesn't match the one you noted in the previous section, to choose a different path, click No. A list of Payroll installations appears. Select the installation that matches the path you noted in the previous section. When the installation is complete, you're prompted to restart your computer
5. To restart your computer now, click Yes or to restart later click No.

Restart your computer before you continue to use Sage 50 Payroll.

Enable the EIR add-on

1. In Microsoft Excel, click File then Options.
2. On the left, click Add-ins.
3. Click Sage Excel Integration then Manage.
4. Click COM Add-ins then Go.
5. Tick Sage Excel Integration then click OK.

Log on to your company using EIR

1. Open Excel and click the Sage tab.
2. Click Sage Applicationsdrop-down and click Sage 50 Payroll.
3. Click the Recent Companies drop-down and click Add Company.
4. Select your company from the list and click OK.
5. Enter your user name and password and clickOK.

Run a report

1. Click the Sage tab and click the Sage reports drop-down.
2. Click the report you wish to run, then click Insert.

The report now adds to the active cell in your current sheet.