Payroll Bureau Manager - Import new Client

Hi, Need assistance with Payroll Bureau Manager and importing a new client.   I have set them up in Sage payroll and have the location of the file data.   I have then gone into PBM and Maintenance and Import, found the appropriate data file and imported.  The client now shows on my maintenance screen but not in Companies overview or reports.    Have I missed something?

  • Hi Angela,

    Thanks for using our Accountant Community, sorry for the delay in my response.

    To import your Sage 50 Payroll company list into Sage 50 Payroll Bureau Manager: 

    1. Click the Maintenance tab then click Import.
    2. Click Browse then browse to the location where your Sage 50 Payroll companies are stored.
    3. Click Next then select which companies you want to import into Bureau Manager.
    4. Enter the manager password for each company. If all companies have the same Manager password, enter it in the Use this password for all companies.
    5. Click Next then click Finish.

    Before you can access the companies, you need to add users. You then need to allocate companies to the users in the Edit User option.