Solution Properties
Solution ID:
200427112511065
Last Modified Date:
Fri Aug 11 15:17:15 UTC 2023
Taxonomy Path:
Case category//How do I...//website
Author:
[email protected]
A guide to Documents - Online Bureau
Description
[BCB:146:Online services - Sage online services:ECB]

Once you set up the Online Documents portal and upload your payroll documents and reports, you can view, publish, download, print and delete them. 

Before we start, if you need any help setting up Online Documents, you can view our help content.  Find out more >

Pending documents

Once you upload your payroll documents to the Online Documents portal, before you publish them, you can choose to preview the payroll documents, or delete them if you don't want to publish them.

  1. Click Documents, then click Pending Documents.
  2. Select the relevant payroll documents.
  3. Click Preview or Delete, as required.

Preview a published payroll document

Company documents

  1. Click Documents, then click Company Documents.
  2. Select the required payroll document.
  3. Click Preview.

Employee documents

  1. Click Documents, then click Employee Documents.
  2. For the required payroll document, click View.
  3. Click Preview.

Download payroll documents

You can only preview a payroll document if it's a PDF file. To view any other file types, you need to download the payroll document.

Company documents

  1. Click Documents, then click Company Documents.
  2. Select the required payroll document, then click Download File.

    Depending on your Internet browser, the file automatically downloads to your Downloads folder, or you're prompted to save the file.

  3. If prompted to save the file, make a note of the file name.
  4. Browse to where you want to save it, then click Save.

Employee documents

  1. Click Documents, then click Employee Documents.
  2. For the required payroll document, click View.
  3. Click Download File.

    Depending on your Internet browser, the file automatically downloads to your Downloads folder, or you're prompted to save the file.
  4. If prompted to save the file, make a note of the file name.
  5. Browse to where you want to save it, then click Save. 

Print payroll documents

You must download your payroll documents before you can print them.

  1. Locate and double-click the downloaded file.
  2. Press Ctrl + P on your keyboard.
  3. Confirm your printer settings are correct, then click Print.

Once you publish them, users with Approver access can approve or reject your company payroll documents and reports. Read more >

Delete published documents

Company documents

  1. Click Documents, then click Company documents.
  2. Select the checkbox to the left of only the specific document you'd like to delete.
  3. Click the Delete button.

Employee documents

  1. Click Documents, then click Employee documents.
  2. Click the name of the employee to delete documents from.
  3. Select the checkbox to the left of only the specific document you'd like to delete.
  4. Click the Delete button.

[BCB:173:Limitless - 50 Payroll - Online Payslips:ECB]


[BCB:19:UK - Sales message :ECB]