Online Bureau

Clients collate payroll information and input it into the portal

Each client portal can be individually branded

Validated fields minimise the chance of incomplete submissions

Clients approve the information they’ve entered

Bureau Manager

You can use your one-time login for Bureau Manager, and customise the company list

Users only see the companies they need to, and can check key information in one place

You securely upload the payroll reports and payslips to Online Bureau for each company

Online Bureau

Payslips and other payroll documents can be issued to employees securely through the portal. Employees can access anytime, anywhere on mobile app, tablet or PC

Clients can self-serve, reviewing and approving their payroll reports. All approvals and document views are recorded

Move freely between different clients

See where your customers are with their payroll at a glance

Filter your view by weekly payroll, monthly payroll, or clients who aren’t up to date

Hovering over each client tells you what needs doing for them next

• You can see if you haven’t completed or submitted to HMRC
• You can see if your data isn’t up to date
• You can also see if you don’t have all the necessary info

You can manage a large number of clients from a central point

Filter by users to see which customers are looked after by which member of staff

Move clients to a new accountant with the touch of a button

This is especially useful if an accountant is going to be away or on holiday

From upcoming maternity leave, to apprentices who are about to turn 20, this tool gives you a consolidated list of everything you need to be aware of

Enter a date range to see tasks for a given period

This helps your clients to plan ahead

You can have one conversation about all of their upcoming tasks, rather than a series of smaller conversations

You’ll get a prompt when your database needs upgrading (like at Payroll Year End, when you receive your new set of legislation)

It only takes a few minutes and the data for all your clients will be upgraded in one go

You can send payroll documents to your client to approve

Payslips can be published immediately, or set to publish automatically in a few days

Once the payslips are published, the system will send an email to employees to let them know they are available to view within the online portal

Employees have 24/7 access to documents, so they can self-serve payroll information

The system is also GDPR-ready and stores data securely

Clients can review payroll reports including payslips before they are issued to employees.

If clients reject a report, they can explain why

Once a client approves their report, you will get a notification and can complete payroll

This cuts out the admin and time-lag that is normally a part of the approvals process, while keeping a digital record of all decisions

Clients can view historic reports here too, filtering by dates and approval status

Employees can complete their timesheets online

All they’ll need to do is pick the relevant week and the number of hours

They can do it themselves, or employers can do it on their behalf

The employer reviews and approves the timesheets

And the accountant can pull that data directly into Sage Payroll, without any manual import

This is a secure, GDPR-ready way of managing timesheet data

Set up commonly-used reports as favourites

You can select multiple reports at once and click to generate them

The task is easy to hand over to another accountant if someone is unavailable or on holiday

If you’re in the middle of running payroll when another client calls you, you can access the relevant report without interrupting your payroll run

Accountants can create batches of reports, pulling multiple documents into one PDF for clients

Simply pick the reports you want to run and move them across to “selected reports”

You can do this in advance and label the reporting pack so that it makes sense to someone else who might be picking up the job

All the person who is covering for you needs to do is select the relevant pack and click “upload”

They can rename the files if they want to

And can generate report packs specific to different clients

Enter the changes that your client is thinking of making, e.g. an increased salary of £1,000

And Sage will show you the impact that change will have on client costs over a set period of time

This will include things like the impact an extra £1,000 would have on company contributions towards national insurance and pensions

The more complex the payroll run becomes, the harder it is to know how much every employee is getting paid

Our National Minimum Wage tool highlights any errors

So you can be sure your clients are paying everyone at least the National Minimum Wage

You can add on our pensions module

This module eliminates pensions admin, automatically calculating how much clients need to contribute for each employee

Secure data exchanges make pensions simple

And comply with complex pension legislation

Our Personal Data Management tool lets you search your clients’ data for key words

For example, you can search for an employee’s name

And the relevant data will appear

This is useful for GDPR-related tasks, such as checking what employee data you’re storing

Import your data as a CSV or XLS file

We’ll guide you through the process of mapping the spreadsheet to the relevant fields within Sage Payroll

When you hit “finish”, the software will tell you how many new employees have been uploaded

Onboarding new clients has never been easier

Doing this for a few weeks can make switching to new software feel less risky – and reassure clients that you’ve got a safety net whilst you’re getting them set up with Sage

With Sage, you can validate your figures as if you’re sending them to HMRC, without actually submitting the data

This allows you to check your work on Sage against existing software without the worry of sending the wrong thing to HMRC

Share payroll costs with their accounts team (or your accounts software) with the click of a button