Payroll SOFTWARE training for SMALL BUSINESSES AND SOLE TRADERS
Sage, Xero, QuickBooks & FreeAgent
how we can help
We'll look after your payroll software training
Staying compliant with payroll legislation can be a headache, and manual payroll processes and systems can be time consuming. We can help a new business, or one looking to switch their packages, to decide which payroll software may be the better option for their unique requirements, and then help to streamline and automate their payroll duties.
For those already using payroll software – it can be frustrating that processes seem to take a long time, or you may want to get more valuable business insights from your reports. You could be in a new role and have inherited a software and want to know what it can do. With our help, you can configure your software to work for you, and claim back valuable time to concentrate on your business again.
Core Features Training Sessions
We have a number of course options which cater for beginners, intermediate or advanced level users and are designed to familiarise you with the software, its functionality, and give you the confidence to complete your payroll tasks.
Our courses cover Sage and Xero software, they run between half a day to one day, depending on the course chosen, and are delivered in-person at the BOSS offices. If you would prefer a remote, or on-site at your premises session, book a discovery call for a chat.
The key processes covered are detailed below - just choose the option for your particular software package to discover more.
These sessions are available from £275 plus VAT for the day.
One Hour Training Sessions
These remote training sessions are flexible to enable you to pick and choose the features you would like to focus on, and ensure you maximise your training.
Book now for your Sage, Xero, QuickBooks or FreeAgent training session - choose a date and time to suit you.
If you would prefer in-person training, or sessions longer than one hour, book a discovery call for a chat.
These sessions are available from £70 per hour, plus VAT.
Consultancy Services
Sometimes it is not just a training session that you need.
Our consultants are on hand to help you with everything from configuration and setup advice through to a full implementation tailored to your specific business processes.
Contact us to discuss your requirements.
Learn more
In Detail
Whether you are new to Payroll or just want to be able to make sure you are processing the payroll basics this half day session will teach you to confidently navigate through the programme, configure settings to your Company’s requirements and file the appropriate legislative information.
Xero Business Cloud Payroll – 1/2 day (£275 + VAT)
Company Settings
- Learn to navigate the Xero Payroll programme
- Configure and review payroll settings
- Set up basic pay elements; payments and deductions
Employee Records
- Set up new and existing employee records
- Process leavers
Processing Payroll
- Record absences and holidays
- Adding and approving timesheets
- Review and update payments
- Post the pay run; pre-processing reports, print/email payslips and FPS
- Employer summary submission (EPS) and P32 report
- Running post processing reports, filing pensions and correcting errors
Ad-Hoc
- Outline of the Payroll Year End process
Whether you are new to Payroll or just want to be able to make sure you are processing the payroll basics this half day session will teach you to confidently navigate through the programme, configure settings to your Company’s requirements and file the appropriate legislative information.
Sage Business Cloud Payroll – 1/2 day (£275 + VAT)
Company Settings
- Learn to navigate the Sage Business Cloud Payroll programme
- Configure and review payroll settings
- Set up basic pay elements; payments and deductions
- Pensions overview
Employee Records
- Set up new and existing employee records
- Process leavers
Processing Payroll
- Record absences and holidays
- Review and update payments
- Confirm the pay run; pre-processing reports, print/email payslips and FPS
- Employer summary submission (EPS) and P32 report
- Running post processing reports and correcting errors
Ad-Hoc
- Outline of the Payroll Year End process
These Sage 50cloud Payroll sessions are designed to give you a firm understanding of the software, catering for all users whether you are at a beginner, intermediate or advanced level.
Sage 50 Payroll – 1 day (£350 + VAT)
Navigating Payroll
- Learn to navigate the Sage Payroll programme
Company Settings
- Confidently manage company settings, users and access rights
- Check the legislation settings in your software
- Set up pay elements; salaries, payments, deductions and net payments
- Configure pensions to suit a multitude of schemes
- Basic nominal link settings
- Set up eBanking
Employee Records
- Set up new and existing employee records, including NI verification if applicable
- Record absences and holidays
- Processing leavers
Processing Payroll
- Updating the process date and resetting payments
- Manual and Timesheet entry
- Pre-update reports
- Printing and emailing payslips
- Full payment, employer summary and adjustment submissions
- Nominal link procedure and checks
Ad-Hoc
- Learn how to correct errors and the appropriate re-processing methods
- Outline of the Payroll Year End process
If the core session is not quite what you’re looking for why not book a bespoke training session. Simply choose the functions and features you would like to concentrate on from the list below, then just call us and we can discuss your requirements.
- Learn to navigate the Sage Payroll programme
- Company and legislative settings, creating users and access rights
- Pay elements; salaries, payments, deductions and net payments, including salary sacrifice payments
- Configuring pensions to suit a multitude of schemes
- Nominal link settings, including cost centre, department and pay element over-rides
- eBanking – setup and creating upload files
- Import files – understand what information you can upload into Payroll
- Creating and managing Employee records
- Recording absences and holidays
- Processing leavers
- Entering payments – both manual and timesheet entry
- Pre-update reports – producing and reconciling your reports
- Electronic submissions to HMRC
- Correcting errors – restore, rollback and submission corrections
- Understand the variance settings and produce salary review information
- Payroll Year End process
- Pension Module
Matthew Trussell, Managing Director, GoBig Digital Ltd - Bookkeeping client
