To access the Salary Payments module click Payroll, then Salary Payments. The module contains the following four tabs: Dashboard This is a quick overview of the current status of your Salary Payments tasks: - To do - These sections show any payments or payees to submit to Salary Payments, or if anything requires action to be taken
- For your information - Under these sections, you can see what's currently waiting in your online Salary Payments account for authorisation by your approver. It also shows if any payments yet to be authorised have become overdue
Payments
The Payments tab is made up of the following four sections.
Payments to makeThis shows any payments you've processed in Sage 50 Payroll that haven't yet been submitted for authorisation. If required, you can print or export this list to a CSV file by clicking the relevant options. You can process a manual payment via Salary Payments. - Click Add payment, then click the relevant payee.
- Enter the Date to pay and Amount, then click Next.
- Review the list of payments, then click Add payments.
This payment now appears in the list of payments to make. To make the payments you must send them to be authorised by your Salary Payments account approver and Salary Payments. Using this option you can delete any payment that you haven't yet submitted for authorisation. - On the list of payments to make, click the relevant payment.
- Click Delete payment then click Yes.
The payment no longer appears in the list of payments to make. If you want to make the payments that appear in the list, you must send them to be authorised by your Salary Payments account approver and Salary Payments. - On the list of payments to make, click the relevant payment.
- Enter a Payment batch reference.
- Click Send for authorisation then click OK.
Your payments are now waiting in your online Salary Payments account, ready for your Salary Payments account approver to authorise. You can see any payments that are awaiting authorisation in the Payments to follow up section.
Payments to follow upThis shows any payments that have been submitted for authorisation and are awaiting further action from your Salary Payments account approver. For example, if you submit payments for authorisation, while they're waiting to be authorised in your online Salary Payments account, they appear in this list with a status of Requires authorisation. Once your Salary Payments account approver authorises the payments, they no longer appear in this list. To find out more about the status of a payment, simply select that status. If your Salary Payments account approver has added a message to a payment, it appears in the Message column. To read a message, select the relevant option. Dismiss alertAn alert is created when your Salary Payments accounts approver sets a payment to Reject or Query. You can dismiss certain alerts so that they no longer appear as something to follow up. To do this, highlight the payment with the alert and select Dismiss alert. When you remove an alert, the status of the payment remains the same, but the alert is no longer flagged as a follow up action.
All payments by batchYou can view all submitted payments by the batch reference you entered when submitting for authorisation. This includes all payments that have and haven't yet been authorised. This is split into two parts. The left-hand pane shows the date, total value and batch reference of each payment batch. To view the payment information of a specific batch, select it from this list. The right-hand pane shows the detail of the payment batch you select from the left-hand pane.
All payments by payeeYou can view all submitted payments for each specific payee. This includes all payments that have and haven't yet been authorised. This split into two parts. The left-hand pane shows the payee's name, and for employees, their NI number and employee reference. To view the payment information of a specific payee, select them from this list. The right-hand pane shows the payments made to the payee you select from the left-hand pane.
PayeesThis shows a list of all employees you can pay via Salary Payments. If you set up HMRC to be paid via Salary and Supplier Payments, they also appear in this list as a payee. It includes all payees, including those who've been approved, and those still waiting for approval. To find out more about the status of a payee, simply select that status. If your Salary and Supplier Payments administrator has added a message to a payee, it appears in the Message column. To read a message, select the relevant option. 
Send for approvalIf any payees in the list require approval from your account approver, you must submit them to the Salary Payments online account. - On the list of payees, click the relevant payees.
- Click Send for approval then click OK.
Your payees are now waiting in your online Salary and Supplier Payments account, ready for your account approver to authorise. Dismiss alertAn alert is created when your Salary and Supplier Payments accounts approver sets a payee to Reject or Query. You can dismiss certain alerts so that they no longer appear as an issue to resolve. To do this, highlight the payee with the alert you want to dismiss and select Dismiss alert. When you remove an alert, the status of the payee remains the same, but the alert is no longer flagged as a follow up action.
ReconcileThis tab only appears if there are payees in your Salary and Supplier Payments online account that don't appear in your Sage 50 Payroll software. This can occur if you set up an employee to pay via Salary Payments, and submit them for approval. If you then restore a backup to before this was done, the employee appears as a payee in your Salary and Supplier Payments online account, but not in Sage 50 Payroll. In this scenario, when you open up the Salary Payments module, the Reconcile tab appears with an alert. 
This is split into the following two sections: Salary Payments - payeesThis is a list of payees that appear in your online Salary and Supplier Payments account but have no matching employee record within Sage 50 Payroll. To show only unmatched payees, select the Hide payees I've matched check box. Selecting a payee from this list brings up a list of suggested employee records in the Sage Payroll - suggested employee matches section. Sage Payroll - suggested employee matchesWhen you select an unmatched payee from the Salary Payments - payees section, a list of suggested Sage 50 Payroll employee matches appear here. How closely an employee record matches a payee record is shown as a percentage in the Match column. Only employees who have a payment method set to Salary Payments appear in this list. To match an employee to the selected payee, select the check box next to the relevant employee, click Save, then OK. If the employee's details have changed compared to those held in your Salary Payments online account, you must submit them for approval again. If no employee records appear as a suggested match to a selected payee, it may be because the employee record no longer appears in the software. If this happens, you must set the employee up again in Sage 50 Payroll. [BCB:19:UK - Sales message :ECB]
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