how to reverse an incorrect salary payment
moosh
Registered Posts: 28 Regular contributor ⭐
Employee paid full months salary a month after they had left. (HR didn't tell me that they had actually left at the end of the prior month).
The employee has now re-imbursed the company the net amount that was paid in their bank.
However, how do I reverse the payment on Sage payroll? I need to do this and then I can issue their P45 and also make sure their earnings figures are correct on the system.
Can anyone help?
The employee has now re-imbursed the company the net amount that was paid in their bank.
However, how do I reverse the payment on Sage payroll? I need to do this and then I can issue their P45 and also make sure their earnings figures are correct on the system.
Can anyone help?
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Comments
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Hello,
When a similar thing has happened to me I have used the "Rollback" feature on that one employee so it basically deletes everything back to whichever date you tell it.
When you're in Sage payroll, click on Wizards (on the top toolbar) then click Rollback, take a back up of your data, then click next, highlight which employee needs reversing, click next and then choose which was their last correct pay period, click next, then click finish.
This will reverse the payment they had in error and you are then able to process them as a leaver, print P45 etc etc.
Hope this helps
xxx0 -
Thanks for your reply. I have done rollback's before but was hoping I could do something without having to use rollback.
Looks like I will use the rollback though as I think that is the best (possibly only) option through Sage. x0 -
Roll back and ledgersThanks for your reply. I have done rollback's before but was hoping I could do something without having to use rollback.
Looks like I will use the rollback though as I think that is the best (possibly only) option through Sage. x
I just would like to mention few problems with the roll back.
If you have already done the journal and printed the reports from payroll. Then your journal and reports would be wrong. Either you need to manually make notes on reports and amend accordingly. I do not think that you can print all the reports i.e. employees summary after updating payroll records.
Other things you need to remember your P32 would be different. At time of making payment you would have included the emplyees paye and nic, but as you done roll back, the P32 figure would be lower.
So you need to amend your records accordingly.
Kind Regards
Nilesh0
