Sybiz Hints and tips – Vision and Visipay

New Sybiz Vision

We have now introduced a pay and process option in sales invoicing and credits. Sybiz Vision Classic users will be familiar with this function. It allows you to receipt monies at the same time as processing the sales transaction, splitting them up as required between cash, credit cards, cheques and EFTPOS. It is set up in debtor defaults and, once done, the accounts will be presented to you when clicking on pay and process.

For further information or help please contact your Sybiz Associate.

Sybiz Visipay

It might be timely to remind you of the ATO Transfer Prior Year option in Sybiz Visipay. This gives you more flexibility when managing your data. For example, if there is a need to correct a pay made in the 2014\15 financial year after you have rolled into July 2015, you can go to the history of the employee and reverse or correct the pay in the current database. When doing this you will be warned that you will need to do the ATO dump again.

Once you are happy with the new pay information for the employee(s) then go to Utilities\ATO transfer prior year. Processing this will create a new empdupe file for the ATO and will also create a new payment summary that includes the altered pays. The amended payment summary will then be placed in the balances and history of the employee.

If you need more help with this then contact your Sybiz Associate for more information.

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Sybiz – Hints and tips and video clips

New Sybiz Vision

We have recognised that some of you do not want to send statements with negative balances out to their customers for a variety of reasons. For those of you in this situation we have introduced an option to ‘ignore negative balances’ in the Debtors’ Statement Run. This should enable you to manage your debtors more efficiently.

Sybiz Visipay

Our ESS module allows leave to be approved by those people authorised to do so. Further, they need to be able to make these decisions with the knowledge of who else is on leave at the same time. This would obviously lead to better management of staffing.

We are constantly striving to improve our software so that it fits what you, the customer, wants. The good news is that we have now made the leave calendar accessible to approvers of leave. Another reason why ESS is a great adjunct to your business!

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Sybiz Visipay – Hints and Tips

Sybiz Visipay

When paying all employees within a pay group don’t laboriously go through your employee list and tick each one! Instead group the employees by, for example, dragging the pay group field (see below) to the area above the employee list and then simply tick the one box at the head of the group. This will automatically tick all employees in that pay group. Similarly, if you were paying only employees in a specific location or department then you can achieve the same thing by doing the relevant groupings.

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Sybiz Visipay Superannuation – Hints and Tips

Superannuation Changes from 1 July 2013

Reminder

Employers across Australia will have new superannuation obligations under a range of reforms.

From 1 July 2013, they will need to:
• increase the minimum rate for superannuation guarantee payments on behalf of employees from 9% to 9.25%
• begin making superannuation guarantee payments for employees aged 70 years or older.

In relation to the reporting of superannuation on the payslips which is meant to come into effect from 1 July 2013, the regulations for this legislation have not yet been finalised. The last update we received was on 23 February 2013 and that was to advise there was no update!

It is unlikely that the new payslip reporting will commence from 1 July 2013 but there is still a possibility.

The ATO has links to more information via http://www.ato.gov.au/content/00308471.htm

It’s probably also a good time to subscribe to our new product blog as we will use that to provide updates between SybizFlash editions.

Sybiz Business Intelligence Centre – Hints and Tips

Sybiz Vision – Business Intelligence Centre

A Data Connection holds the relevant connection information to connect to a supported ODBC or OLEDB compliant data source. This data connection object is then used for all connections to this data source. By adding a data connection the Connector can make data available from this data source.

To add a new data connection, double-click on the Enterprise object and select the relevant connection type (driver) to use for the connection, by clicking on it in the object window. Right select and select Add Connection.

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In the Connection Name field, type the name of your connection.

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NOTE: Depending on the connection type of the connection being created, certain values will need to be entered to specify how the data is accessed (some connection types will allow you to browse for data using the buttons to the right of the text boxes). Where paths or folder names are required for creating a Data Connection always use the Universal Naming Convention as opposed to using drive mappings. For example \\Servername\c\mydata\ as opposed to X:\mydata where X is a mapped drive to \\Servername\c\. This will ensure that reports against this Data Connection can be run from any workstation regardless of drive mappings.
1. In the Server box, browse to or add your server name
2. In the Database Name box, enter the name of your Database
3. In the User Id: text field, type your User Id: if you have security settings on the data folder
4. In the Password text field, type your password for the above entered User Id
5. Click on Add. The new Connection will now appear in the Object window
6. To test the Connection, right select on the Connection, select the Check/Test

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7. Once you have done a Check/Test on the Connection you can now add the Containers to the Connection.

Sybiz Visipay – Hints and Tips

Sybiz Visipay

FAQs
Q: I’m tired of processing employee leave requests! Is there a paperless solution in Sybiz Visipay?
A: In Sybiz Visipay 12.00 we have introduced a new Leave Management module which allows employees to log in to Sybiz Visipay and submit their own leave requests, ready for approval. No paper required.

Sybiz Visipay – Hints and Tips

Sybiz Visipay 12

Employment Termination Payments (ETP’s)

Sybiz Visipay does not currently have the required transactional and printed format for ETPs in the 2012/2013 financial year due to very late advice form the Government on the changes required. You have previously been advised to provide hand written ETPs in the correct format to employees where appropriate. The ATO form is NAT 70868-06.2012.

This presents us with some issues with regard to what goes into the electronic empdupe file to the ATO. We have been in discussion with the ATO and we now intend to provide a process by which the correct attributes for ETPs processed for the year 2012/2013 can be input to the data and on to the empdupe with as little effort as possible.

We will be informing our Business Partners and yourselves nearer to the end of June 2013 as to what processes need to take place. We apologise for the small inconvenience caused by these untimely changes.

Sybiz Business Intelligence Centre – Hints and Tips

Sybiz Vision Business Intelligence Centre

Distribution Settings

Email is the most popular distribution channel. By default, your Microsoft Outlook profile settings will be used by Sage Intelligence to send emailed reports automatically, however, if this is not preferable, or you do not have Microsoft Outlook installed, an Exchange or SMTP Server may be specified. These details will have to be obtained by your network administrator.

The SMTP / Exchange Server option is recommended for an unattended distribution, as the Use My Outlook Profile option requires Outlook to be open at the time of distribution.

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Manage Instructions

Accessing Distribution Instructions

Distribution Instructions save time by sending reports, along with pertinent information, automatically to the right person/people using the chosen electronic method. Use the Manage Distribution Instructions to set up different instructions for each report that requires a unique distribution method, i.e. distributed to different people or via different methods e.g., Email, FTP, or Saved to a folder.

Complete the following steps to Manage Distribution Instructions
1. Run a report from the Sage Intelligence Report Manager to Microsoft Excel
2. Click the BI Tools Tab

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3. Click Manage Instructions
4. From the Manage Distribution Instructions window, you can now Add, Edit, Delete, or Rename your Instructions

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Add Distribution Instructions
Complete the following steps to add a Distribution Instruction
1. From the Manage Distribution Instructions window, select Add

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2. Enter a Distribution Instruction Name

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3. You will be presented with a window that has three distribution methods, namely Email, File Publish and FTP

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4. By default, the methods are disabled. You may enable one or multiple options by selecting the Enable box/es

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Add Email Distribution Instruction
When the Enable Email box is selected, you will be able to fill in the email details.
To Add Email Distribution Instructions, do the following:
1. Enter the recipients’ e-mail addresses or names in the To, Cc, or Bcc box. Always separate multiple recipients with a semicolon. To select from your outlook address book, select the To, Cc or Bcc buttons and select the name/names. If you do not have Microsoft Outlook installed, you will need to enter the recipients full email address
2. In the Subject box, type the subject of the message
3. In the message body, you can type in the required text to accompany your report. All of the standard formatting commands are also available from the menu bar

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4. You will need to specify a file name for your report in the File Name box
5. In the format box, select the format you would like the report to be emailed in

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6. You also have the option to distribute each worksheet as separate documents or leave this option disabled to send worksheets in one workbook

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7. Click OK

Sybiz Visipay – Hints and Tips

Sybiz Visipay

Superannuation on payslips

Sybiz currently provides an expected date of payment for superannuation payments on payslips. This was originally a requirement stipulated by the Government. Since then they have reversed this decision and it is therefore not a required field on payslips currently.

The Government is now intending that payroll providers show the actual date of payment of the super on the payslip. We, and other software companies, are making representations to the Australian Tax Office that this is very difficult to achieve, unless it is maintained manually, as there is no intelligence between payroll and accounting systems at a transactional level. We are hopeful that they will see the light and not impose this upon the payroll software community and will keep you informed as to the eventual decision.