Forum Discussion

BreBel's avatar
BreBel
4 years ago

Entitlement Balance Summary Report

Can someone please help me with why I cannot run the Entitlement Balance Summary Report from 01 July 2021? 

 

The error message says that it is not a valid date. The only Payroll Year options I have are Last Year (2020) or This Year (2021)?

 

I have finish my STP EOFY Finalisation.

 

Thankyou

  • Melisa_D's avatar
    Melisa_D
    4 years ago

    Hi BreBel, 

     

    Thank you for your post. Have you made any payroll transactions for this payroll year ? If not, this could be the reason why the report is not displaying. Can you also confirm if the report runs for 'Last year', does it work ?

     

    Please do let me know how you go. 

  • Melisa_D's avatar
    Melisa_D
    Former Staff
    4 years ago

    Hi BreBel, 

     

    Thank you for your post. Have you made any payroll transactions for this payroll year ? If not, this could be the reason why the report is not displaying. Can you also confirm if the report runs for 'Last year', does it work ?

     

    Please do let me know how you go. 

    • BreBel's avatar
      BreBel
      4 years ago

      Thankyou Melisa -

       

      I have now completed my first pay run for this financial year, and I can now see the report for this year.

       

      I appreciate your assistance in this learning curve.

       

      Regards,

      Belinda

    • someone's avatar
      someone
      Trusted Cover User
      4 years ago

      Hi Melisa_D ,

       

      We need to get the entitlement balance before we can run the first payroll, which ends 11/07/2021, as as to determine available leave.

      So how do we get this? Please don't suggest that we run until 30/06/2021 and then calculate the value for each employee between 1/07/2021 and 11/07/2021.

      • Melisa_D's avatar
        Melisa_D
        Former Staff
        4 years ago

        Hi someone, 

         

        If no transactions have been made for payroll year 2021, the report will not load. You will need to load the report as of the 30/6/21 to view the balances. 

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