Forum Discussion

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 hav...

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

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
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
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
  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.