Common questions using Online Documents - Online Bureau

We've collated the questions you're asking us about Online Documents for Sage Online Bureau

You can also find more information in our online Bureau - common questions using Online Payslips/P60s guide.

If you can't find your query listed, you can search the knowledge base for an answer. 

My document name contains special characters, can I still upload it?

Can I delete employees from the portal?

You can delete employees from the manage employees section of the portal, after you remove any services assigned to them. Delete an employee - Online Bureau >

Can I globally assign a document to all employee records to upload?

No. You'd need to add the document to each employee record manually.

Can I upload documents with the same name?

Yes, if you upload a file with the same name as an existing document, the original remains in place.

Can an email be sent out to notify when a document has been uploaded/published on the portal?

You can enable email notifications, but they are only applicable in certain scenarios. Online Documents - Email notifications >

Can I upload an employee’s P45 to the Online Documents portal?

You can export the P45 as a PDF from Sage 50 Payroll then upload it as an employee document.  Employees are still required to have a printed copy of the P45.

Can I check documents on the portal before I publish them?

Yes. You can upload the document to the portal and check them before you publish them.

When my client rejects a document, are they able to tell me why?

When your client rejects a document, they can add a reason as to why they are doing so.

What if an employee can't log in to view their documents?

Ensure that your employee has activated their account using the link in their Welcome email. If they haven't, refer them back to their Welcome email.

If they've previously been able to log in, ask them to reset their password before trying to log in again. If they're redirected to the log in screen without receiving an error, ask them to try using a different computer or device to log in.

Is there a maximum size for the files I upload to the portal?

Yes, the limit is 20mb.

I am unable to upload a document to the portal due to an error with the file type.  Are only certain files accepted?

You can only upload the following file extensions to the portal:

• .pdf
• .csv
• .doc
• .docx
• .xls
• .xlsx
• .ppt
• .pptx
• .pub

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