Importing from Sage

In this video we will demonstrate how to import employee details and if applicable, year to date figures, from SAGE 50 Payroll into BrightPay.

First, within your SAGE software, you will be given the option to export your employee information to a CSV file. To do this, click File > Data Export > Payroll Data Export, followed by Next.

Next, select Employee Details from the listing and click Next again. Select the location where you would like to save your file to by pressing the Browse button, and click Next to proceed. Click Finish to complete the export of your employee details.

If you are migrating to BrightPay in the middle of the tax year, employees’ year to date figures can also be exported out of SAGE 50 Payroll for import into BrightPay.

To do this, click File > Data Export > Payroll Data Export, followed by Next.

Next, select Employee Year to Date Figures from the listing and click Next again. Again, select the location where you would like to save your file to by pressing the Browse button, and click Next to proceed.

Open BrightPay and 'Create New Employer' Select how you wish to use BrightPay Complete each screen accordingly with your relevant employer information. Once you have entered and saved your employer information, go to 'File > Import/Export Data > Import Employees from a CSV file' Browse to the location of your SAGE CSV file, select it and press 'Open'

BrightPay will ask you to confirm that this is a SAGE file - click Yes to confirm this. Your employee information will be displayed on screen. BrightPay will automatically match up your column information. Untick the header row as well as any rows you do not wish to be imported. Click Import to complete the import of your employee information. Following the import, further employee information can be manually entered within 'Employees', if required. After reviewing your employee information, simply click the 'Payroll' tab to commence processing payroll.


Order using your Bright ID

Creating a new Bright ID

Using an existing Bright ID


Demos

Getting Started with BrightPay

BrightPay Payroll Demo

BrightPay Connect

Employee Smartphone App Demo


Employer

Setting up a New Employer

Additional Employer Information


Employees

Adding an Employee - Personal / Employment Details

Adding an Employee - Tax / NIC

Adding an Employee - Payment Information

Setting up a Director

Employee Calendar


Importing into BrightPay

Importing Employees via CSV file

Importing Employees via FPS file

Importing from Previous Tax Year

Importing from Sage

Importing from IRIS

Importing from HMRC Basic PAYE Tools


Processing Payroll

Payment Schedule

Running Payroll

Additions and Deductions

Pension Deductions

Attachment Orders

Processing Holiday Pay

Allocating Pay Across Departments

Finalising Payslips

Making Corrections to Payroll

Paying employees with Modulr


Payslips

Email Payslips

Export Payslips

Print Payslips


Starters and Leavers

Mid Year Starter

Processing Leavers


Statutory Payments

Shared Parental Pay (ShPP) Birth

Shared Parental Pay (ShPP) Adoption

Statutory Sick Pay

Statutory Maternity Pay

Statutory Adoption Pay

Ordinary Statutory Paternity Pay (Birth)

Ordinary Statutory Paternity Pay (Adoption)


HMRC

Ascertaining Payments Due to HMRC

Real Time Information


Payroll Journals

AccountsIQ - API

ClearBooks - API

Exact Accounting - CSV File

FreeAgent - API

FreshBooks - API

Generic Payroll Journal Integration

KashFlow - API

Nominal Ledger Mapping - Custom Items

QuickBooks Online - API

QuickFile - API

Sage Business Cloud Accounting - API

Twinfield - API

Xero - API

Zoho Books - API


Automatic Enrolment - API Integration

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Aviva API Integration

NEST

The People's Pension

Smart Pension


Automatic Enrolment Features

Employee Assessment

Enrolling Employees

Postponement

Opt Outs & Refunds

AE Reporting

Ongoing Monitoring

Auto Enrolment - The Movie!


BrightPay Connect

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BrightPay Connect Overview

Setting up BrightPay Connect

Billing Account


CIS (Construction Industry Scheme)

CIS - Entering Contractor and Subcontractor Details

CIS - Processing Subcontractor Details

CIS Submissions to HMRC


General

5 Steps to Completing the Tax Year

Downloading and Installing

Reporting and Analysis


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