How to change company dates in Sage Payroll

From Release 5.5b, users with full access to Basic Company Information can amend company processing dates without consultant assistance. Warning messages will guide you through the process.

Step 1 - Access the Change Company Dates screen

1. From the Company Listing screen, go to Company Lookup > Manage Companies.
2. Click Change Company Dates.
   • Note: You need full access to the Basic Company Information screen
   • Ensure all users log out before proceeding

Step 2 - Confirm the warning message

• A message will display:
  “Are you sure you want to change the dates of a company? You CANNOT UNDO this process”
• Select Yes to continue or No to cancel

 TIP: Make a data backup before making changes. 

Step 3 - Update company dates

1. On the Change Company Dates screen, select the applicable company.
2. Click Continue to view the impact of changes.
3. Confirm by selecting Yes or No.
4. The Change Company Processing Period Information screen will display.
   • You can amend:
     • Processing Date
     • Processing Month in the Tax Year
     • Tax Year Start Date
     • Tax Year End Date
   • For non-monthly companies, you can also change:
     • Week Number in the Month
     • Number of Weeks in the Month

Step 4 - Apply and confirm changes

• After making changes, a final confirmation message will appear
• Select Yes to apply changes
• The system will:
  • Apply the changes
  • Record an entry in the Audit Log File
  • Return you to the Company Listing screen
• To confirm, check the Period Info (BB) tab on the Basic Company Information screen

Important:

• Ensure all operators are out of the system before proceeding
• You can't reverse the changes once applied