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| - | ====== Setting up CareFree for Sage payroll and accountancy ====== | + | ====== Sage Payroll ====== |
| CareFree has the ability to export payroll and invoice data in the exact format needed by most popular accounting/payroll packages. This wiki article will take a look at setting up CareFree to work with the Sage. | CareFree has the ability to export payroll and invoice data in the exact format needed by most popular accounting/payroll packages. This wiki article will take a look at setting up CareFree to work with the Sage. | ||
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| **1)** Click on the exports section at the left of the screen. | **1)** Click on the exports section at the left of the screen. | ||
| - | **2)** Enter in the gross pay code. To do this click into the panel on the right hand side (where the screenshot has a number 1). This code will be a //**nominal**// which you will have already setup within Sage. | + | **2)** Enter in the gross pay code. To do this click into the panel on the right hand side. This code will be a //**nominal**// which will already have been setup in Sage. |
| **3)** This is for staff who are paid a salary out of CareFree, again this will need to match the nominal code you have setup in Sage for salaried staff. | **3)** This is for staff who are paid a salary out of CareFree, again this will need to match the nominal code you have setup in Sage for salaried staff. | ||
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| **6)** Notice that you have extra fields which can be exported from CareFree. Please be aware that these options might not be needed, and will depend on how you have your import file/routine configured (more on that later) | **6)** Notice that you have extra fields which can be exported from CareFree. Please be aware that these options might not be needed, and will depend on how you have your import file/routine configured (more on that later) | ||
| - | **7)** CareFree provides some common payroll formats which Sage understands, use the first option and if this is in the wrong format for your sage system drop it down and try the others. In total their are five formats to choose from. | + | **7)** CareFree provides some common payroll formats which Sage understands, use the first option and if this is in the wrong format for your sage system drop it down and try the others. In total there are five formats to choose from. |
| - | **8)** Set your Zero VAT tax code, by default CareFree enters T0 - you might need to change this for your setup to function correctly, However most care companies will make use of the T0 code. | + | **8)** Set your Zero VAT tax code, by default CareFree enters T0 - you might need to change this for your setup to function correctly, however most care companies will make use of the T0 code. |
| **9)** This is the VAT tax code. By default CareFree uses T9 here. //Both points 8 and 9 are used for invoicing purposes only.// | **9)** This is the VAT tax code. By default CareFree uses T9 here. //Both points 8 and 9 are used for invoicing purposes only.// | ||
sage.1518537704.txt.gz ยท Last modified: 2018/02/13 17:01 by cfadmin
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