How do I delete a company from Sage Online Bureau?
Description

If you're an accountant using Online Bureau with Sage 50 Payroll, you can have a company you need to remove from the online portal. For example, if you no longer process payroll for this company.

You can delete a company directly within your online portal.

Cause
Resolution

When you delete a company from Online Bureau, it won't affect any data for that company in Sage 50 Payroll.

 NOTE: If you need to change an employee's email address, follow the change an employee's email address - Online Bureau article. 


Important information

If a client has moved from another accountant using Sage 50 Payroll Online Bureau to you, or vice versa, an alternative to deletion is migration.

For further support with migrations, use the migrate an Online Bureau company to/from another Accountant article.

Before you delete

Take note of the following details before you delete a company from Online Bureau:

  • A username can only delete a company if it has Manager level permissions to all services enabled in the company
  • The deletion removes all data for the company from Online Bureau, you can't delete specific services, for example Online Documents only.
  • Accountants clients and their employee's will be unable to access payslip information
  • If you delete a company from your online portal, and during the setup an error appears, Get in touch to resolve this error
     NOTE: This is because the database for this company in Sage 50 Payroll still has Online Bureau flagged as enabled. Sage technical support can reset this to allow you to set this company up again.

Delete a company

When you're ready to delete a company, follow the steps below:

  1. Log in to the company you want to delete in Online Bureau.
  2. Select Settings then Company information.
  3. Select Delete company.
     NOTE: Find out what to do if the 
  4. A window appears to confirm a list of all the enabled services for this company that you'll delete if you continue.
  5. By default, the Confirm button to complete the deletion isn't available. To enable it, enter the Employer PAYE Reference of the company you're deleting.
     TIP: The Confirm button is only available when you enter the correct PAYE Reference for this company.
  6. Select Confirm.

You've now completed the deletion. If you have other companies set up, a list of them appears and you can select one to log in to.

If you also need to delete the company from Sage 50 Payroll, follow the steps in our how do I delete a company article.


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