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AmberLeaf's avatar
AmberLeaf
Contributing Cover User
3 years ago

Accrued leave carried over from last year

I am having issues with some of my employees accrued leave balances not carrying over from last year.  I have read that there is no need to close off a payroll year anymore, only to finalise STP. D...
  • Yanike_S's avatar
    Yanike_S
    3 years ago

    Hi AmberLeaf 

     

    The Entitlement Balance Summary and Detail reports are only able to run for the last and current payroll years. 

    If you are needing to run those particular reports prior to last payroll year you would need to restore a backup prior to closing that payroll year to produce those reports. You can restore a backup via File>>Backup and navigate to the required backup before selecting to restore it. For more information on restoring a backup please see Help Article: Restore your company file.

     

    Alternatively, you can open AccountRight in the browser and run the Leave balance report (or Leave balance (detail) report) and go back as far as you like. This is probably an easier option than restoring a back up.

Yanike_S's avatar
Yanike_S
MYOB Staff

Hi AmberLeaf 

 

Thanks for your post. Can you please go into your entitlement categories (Payroll >> Payroll Categories >> Entitlements tab >> *relevant entitlement*). Do you see the 'Payroll Year End: Carry Remaining Entitlement Over to the Next Year' box ticked or unticked? If this box is unticked, it would account for those balances not carrying over. Note that the Carry Remaining Entitlement.... box can only be checked when the category is initially set up.

 

Should you be in a situation where the option was initially set up incorrectly, you would want to look at creating a new payroll category with that option enabled. You then want to transfer the balances across to that required new category by processing a $0 pay with all hours zeroed out but with the correct figure for the entitlement balances added.

AmberLeaf's avatar
AmberLeaf
Contributing Cover User
3 years ago

Hi Yanike,

 

Thank you for your help...I noticed that the box is NOT ticked in the Sick leave Accrual entitlement.

 

I am unable to delete that current Sick Leave Accrual entitlement so have created a new one with the name "Sick leave accrual - NEW" and ticked the box. Now I need to work on transferring the balances...do I need to work out how much accrued leave hasnt transferred over the period that the employee has been with us? One in particular has been with us for about 4 years.

 

Will the other Sick Leave Accrual entitlementment continue to calculate the accrued sicke leave and appear on the employee's payslip? Should I untick the box to appear on the payslip and change the calculation to manual calculate each pay period?

  • Yanike_S's avatar
    Yanike_S
    MYOB Staff
    3 years ago

    Hi AmberLeaf 

     

    This help article will guide you through the steps of transferring that balance: Adjusting leave entitlements. Make sure to link the new one to the correct employees and unlink the old entitlement category.

     

    You might also find this article helpful: Leave and entitlements.

    • AmberLeaf's avatar
      AmberLeaf
      Contributing Cover User
      3 years ago

      Hi Yanike,

      Thanks again for your help, I have managed to sort out the sick leave acrrued that has not carried over from the 2022 year.

      I have found out that one of my employees accrued sick leave has never carried over. He has been employed with the business since 2015.

      How do I get an Entitlement Balance (Detail) report from MYOB for those previous years? I am only able to get the report for the current and 2022 years in my MYOB file. It does not allow me to select dates from the previous years.

       

      • Yanike_S's avatar
        Yanike_S
        MYOB Staff
        3 years ago

        Hi AmberLeaf 

         

        The Entitlement Balance Summary and Detail reports are only able to run for the last and current payroll years. 

        If you are needing to run those particular reports prior to last payroll year you would need to restore a backup prior to closing that payroll year to produce those reports. You can restore a backup via File>>Backup and navigate to the required backup before selecting to restore it. For more information on restoring a backup please see Help Article: Restore your company file.

         

        Alternatively, you can open AccountRight in the browser and run the Leave balance report (or Leave balance (detail) report) and go back as far as you like. This is probably an easier option than restoring a back up.

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