Summary
Steps to add postgraduate loans to customised payslip layouts in Sage 50 Payroll.
Description
If you have any customised payslip layouts, you can add student and post graduate loans to account for both values.
NOTE: All standard Sage reports and payslips that include student loans also include post graduate loan values.
Resolution
TIP: Payslip legislation or functionality changes each tax year. The longer it’s been since you created your payslip the bigger chance you could have other changes missing. It may be time to re-customise your payslip starting with a Sage standard design.
Pre-update payslip
- Click Pre-update Reports, then Payslips and locate your payslip layout.
- Click Edit, delete Student Loan - it may show twice, once as a title and once for the amount.
- Click Toolbox from the menu bar then Add Text.
- Click in the lefthand side of the space created from deleting the Student Loan items.
- Type in a new title e.g. Student/postgrad loan.
- Click Toolbox then Add Expression.
- Click to the right of your new title and paste in the following into the expression editor:
- CurrentPay.SLRPaymentCur + CurrentPay.SLRPaymentHol + CurrentPay.PGLRPaymentCur + CurrentPay.PGLRPaymentHol
- Click OK, then click File and Save.
- Then click File and Exit.
Historical payslip
- Click Pre-update Reports, then Payslips and locate your payslip layout.
- Click Edit, delete Student Loan - it may show twice, once as a title and once for the amount.
- Click Toolbox from the menu bar then Add Text.
- Click in the lefthand side of the space created from deleting the Student Loan items.
- Type in a new title e.g. Student/postgrad loan.
- Click Toolbox then Add Expression.
- Click to the right of your new title and paste in the following into the expression editor:
- Updates.SLRPaymentCur + Updates.SLRPaymentHol + Updates.PGLRPaymentCur + Updates.PGLRPaymentHol
- Click OK, then click File and Save.
- Then click File and Exit.