Logicim's ready-to-use Sage 50 US Vacation and Sick Time

Introduction

Vacation and Sick Time is an Employees and Payroll Ready-to-Use Report for Sage 50 US. It shows employee vacation and sick time activity for the selected date range.

Prerequisites

1. Sage 50 US edition
2. View other prerequisites in the Requirement section here

What the Report Does

The Instructions worksheet provides start and end date fields in C8 and C9. The Report worksheet shows the company name, Vacation and Sick Time Report title, selected period, Transaction Date, employee-related details, amounts, and a Grand Total row. The hidden Data worksheet includes TransactionDate, Reference, EmployeeID, EmployeeName, Description, and Amount. The Chart worksheet includes a leave-balance view labeled Leave Balance Report: Accrued, Taken, Remaining.

How to Use the Report

1) Enter the start date in C8 and the end date in C9 on the Instructions worksheet, then click Refresh on the XLGL ribbon.

2) Click Go to Report... on the Instructions worksheet.

3) Review the Report worksheet by transaction date, employee, description, and amount for the selected period.

4) Use the Grand Total row to review the total amount shown for the selected vacation and sick time period.

Customization Options

Change the start and end dates on Instructions to review a different period. You can use standard Excel sorting, filtering, and formatting on a copy of the workbook. For additional leave fields, employee grouping, changed calculations, or layout changes, use the customization link on Instructions or request a Custom Report from Logicim.

Common Use Cases

1. Review employee vacation and sick time activity for a selected period.
2. Check leave-related transactions by employee ID and employee name.
3. Review transaction descriptions and amounts related to leave activity.
4. Support payroll review by comparing the Report rows with the Grand Total row.

Troubleshooting

1. If the period shown on Report is not what you expected, check C8 and C9 on Instructions and refresh the workbook.
2. If values appear stale or unexpected, confirm that Excel is connected to the correct Sage 50 US company through Logicim XLGL, then refresh again.
3. If an employee or leave amount is missing, confirm that the selected dates include the activity you expect to review.
4. If you need a different leave-balance view or additional fields, request a Custom Report instead of editing hidden worksheets.

FAQs

1. Q: Which dates control the Report? A: The start date in C8 and end date in C9 on Instructions control the selected period.
2. Q: Which employee fields are in the workbook data? A: The hidden Data worksheet includes EmployeeID and EmployeeName.
3. Q: Does the workbook include a leave-balance chart? A: The Chart worksheet includes Leave Balance Report: Accrued, Taken, Remaining.
4. Q: Can this Report be customized? A: Yes. Use the customization link on Instructions or request a Custom Report from Logicim.

Best Practices

1. Confirm the Sage 50 US company before refreshing the workbook.
2. Review C8 and C9 before using the Report for leave review.
3. Refresh the workbook after changing the date range.
4. Use a copy of the workbook before applying Excel sorting, filtering, or formatting changes.
5. Compare the Grand Total row with the vacation and sick time total you expect for the selected period.

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