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Post Info TOPIC: Sage One Payroll - exporting data to Excel?
Trojan1970


Senior Member

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Sage One Payroll - exporting data to Excel?
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Hi All - I have taken on a new client who uses Sage One Payroll, which I have never used before.  I have managed to input all his backdated payroll and submit the RTIs (albeit rather late, he knew he was somewhat behind with it all).

He has been paying his staff gross, and I'd like to pull together a spreadsheet summary showing what was paid verses what should have been paid (which will then reconcile back to his payments to HMRC). I can pull up a weekly payroll report, but can't seem to dump it to Excel.

Does anyone else use this package that could give me any tips please?

 

Many thanks.

 



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Victoria

"It's not what you earn, it's what you spend"
Cheshire


Master Book-keeper

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Hi Victoria
Did you sort the issue? I dont use sageone payroll, just have one client on sageone and frankly hate it, but they do have a 24/7 support team plus the 'help' function does cover a few things quite nicely. Might be worth a call to the team - if they dont do a spreadsheet version ask them to add it on to their list of items for their next upgrade - they seem to be taking feedback and changing things daily.

Either that of - move to Moneysoft - you can have 99 clients on there for about the same price and its a million miles better!

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 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position
Trojan1970


Senior Member

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Posts: 102
Date:
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Hi Joanne - thanks for your reply. No, I didn't manage to sort this out - I resorted to manually setting up a spreadsheet and keying in the data. It's my client's choice to have Sageone - once I have proved my worth to him by sorting out all his historical problems I will work on getting him to upgrade! There's 'simple' and then there's 'sageone'! That said, I find it better than the HMRC Basic Tools which I use for about 10 clients - maybe I will look at Moneysoft as an alternative for them from the new year.

Thanks again for your input



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Victoria

"It's not what you earn, it's what you spend"
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