InStaff

How to Set Up Sage 50 Paystubs for Electronic Delivery

Looking forward to never printing (or re-printing) a paystub again? 

This article applies to both Sage 50 Canada (formerly Simply Accounting) and Sage 50 US (formerly Peachtree accounting). 

If your organization uses Sage 50 for payroll and you are currently printing paper paystubs (otherwise known as pay slips or pay statements), we’re guessing you’ve landed on this article in your search for a way to send your sage 50 paystubs online.  

InStaff is a Sage 50 employee portal add-on that makes it easy to get started with electronic paystubs and more. Administrators will be able to quickly upload your Sage 50 paystubs as a PDF file to your employees’ accounts, and employees will enjoy convenient self-serve access to their pay history from any device with an internet connection.  

Sending Sage 50 Paystubs Online with InStaff 

1. Ensure your paystubs are formatted to meet our compatibility requirements. Ensure you have set up an Employee ID/ Number field on your paystub that is unique to each employee. In Sage 50, this can be done by adding a custom field for your Employee ID in the report editor.

This is required as your InStaff portal will associate each employee account with their employee ID, so it knows which paystub belongs to who when it’s reading through your paystub file. If you need help setting up your paystub, please contact us using the form below. 

2. For your own convenience, you can set your paystubs to print as a single PDF file in Sage 50. You will be able to upload that single “batched” PDF paystub file to your InStaff portal and our portal will read through, splitting and sorting the PDF into individual paystubs before delivering them to the correct employee account. We recommend this method of set up for your own ease of use, however you can also zip individual paystub PDF files into a zip folder and upload the zip if preferred.  

3. In your InStaff portal, you will be able to upload your paystub file through the admin panel on the Upload Pay Documents screen. Our system will read your file, split, sort and deliver your paystubs to the correct employee accounts, and your employees will have online access to any given paystub for a default retention period of 7 years. (Same with tax forms).  

Ready to get started or learn more about InStaff? Reach out to us using the form below, and our team will be happy to help you get started by answering any questions, scheduling a demo, or setting you up with a free trial.  

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