As Sage is moving to an indirect model, we need to amend some processes previously accommodated by the Professional Services teams.

One of these processes is ‘VIPSD’. It is initiated to access and amend sensitive fields in the system, preceded by a document signed by a designated person who is authorised to request the change and with the assistance from Sage Support. 

As from Release 5.5b, the user will now be permitted to amend company processing dates and will be guided by clear warning messages instead.

How do I change my company dates on the Intial Entry screen?

 NOTE: You will only be permitted to access this functionality if you have Full Access to the Basic Company Information screen

• Access the payroll company with your password
• On the Initial Entry Screen
  • Click on Change dates
  • The following message will display:

NOTE: Please read this message before proceeding with date change process

• Select Yes to accept the changes or or No to discard changes

CAUTION: A warning message will display, " Are you sure that you want to continue"

• Select Yes or No

TIP: It is advisable that all users are logged out of the system before you proceed. We suggest that you make a data backup before making changes to the dates

• Select Yes or No
• You go straight into the Processing Date entry field

NOTE: If you make changes to the Processing  Date, the system will display a message to confirm that you are sure about the Month, as all figures will accumulate for MTD totals

• You will also be permitted to amend the Processing Month in the Tax Year, the Tax Year Start Date and the Tax Year End Date
• In non-monthly Companies you are permitted to change the Week Number in the month and the Number of Weeks in the month
• Once you have amended the necessary fields, a final confirmation message is displayed
• Select Yes or No to continue
• When you select <Yes>, your changes are applied, an entry is made to the Audit Log File and you are returned to the Main Menu
• Exit the company

How to verify the date changes:

• On the Company Listing Screen, validate the following colums:
  • Processed - this dispays the selected pay cycle (Monthly, Weekly, Bi-weekly, Other)
  • Date (this should display the end date of the processing period)
  • Period (the current processing period number and the number of periods in the tax year)
• On the Company Main Menu (when you access the company)
  • Processing Date (this should display the end date of the processing period)
  • Period (the current processing period number and the number of periods in the tax year)
• On the Basic Company Information Screen:
  • Access the Period Info (BB) tab on the Basic Company Information Screen
    • Current Processing Period
    • Tax Year Start Date
    • Tax Year End Date
    • Payment Cycle
    • Pay Periods in Tax Year
    • Current Week Number
    • Number of Weeks in Month
    • Current Calendar Month
    • Current Month Start Date
    • Period Start Date
    • Tax Year End (only ticked in the last period of the tax year, Current Processing Period and Pay Periods in Tax Year must be the same)
    • Tax Year Start (only ticked in the 1st period of the tax year)