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jo.sprules@vygon.co.uk

P11D reporting query

SUGGESTED
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Hello. Our company has a Cashplan benefit whereby we pay for our employees to be included in a scheme that allows them to claim back money on everyday needs such as dental, eyecare, physio etc. The employee has to gain a receipt and then claim the money back from the cashplan provider. I have reported this for the  first time this year under Dental and Medical but when I run a report it does not include everyone that is a member of the scheme. Could you tell me why this is? The version I am using is v28.1

Thank you

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    SUGGESTED

    Hi,

    Thanks for using Sage City Slight smile

    For this, first click File, then Compact and Repair. Check if the report then runs correctly. If not, select just one of the employees who isn't appearing on the report but should, and run the report again. If they then appear, try running the report again for everyone.

    If the issue persists, or the report doesn't run with the one employee selected, select any employee who isn't appearing on the report but should and note the values for the benefit. Remove the benefit from the employee and set the benefit up again. Check if the report then works for this employee. If it does, repeat this step for other employees affected.

    If this doesn't resolve the issue, please contact Sage Technical support.

    If this has answered your question, please click Verify Answer.

    Regards,

    John Howells
    Sage UKI

Reply
  • 0
    SUGGESTED

    Hi,

    Thanks for using Sage City Slight smile

    For this, first click File, then Compact and Repair. Check if the report then runs correctly. If not, select just one of the employees who isn't appearing on the report but should, and run the report again. If they then appear, try running the report again for everyone.

    If the issue persists, or the report doesn't run with the one employee selected, select any employee who isn't appearing on the report but should and note the values for the benefit. Remove the benefit from the employee and set the benefit up again. Check if the report then works for this employee. If it does, repeat this step for other employees affected.

    If this doesn't resolve the issue, please contact Sage Technical support.

    If this has answered your question, please click Verify Answer.

    Regards,

    John Howells
    Sage UKI

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