PAYROLL - Leave Entitlements

Hi IvyMcG 

 

Thank you for your feedback 

We are currently working on the best way to communicate information such as this to clients. However, in the meantime, checking out Changed end-of-year payroll process: AccountRight 2020.2 would be the recommendation.

Hi Masondale 

 

Sorry to see that no-one has offered their assistance with your enquiry.

 

As AccountRight 2020.2 doesn't require the user to complete a payroll year rollover, the system will automatically complete this task when you process your first pay run in the new payroll year, the Payroll Year End: Carry Remaining Entitlement Over to Next Year is a locked value for an entitlement category. The only time that a user can manipulate that Year End field is when the entitlement category is set up. Once that category has been created that option is set and the user would need to delete and re-created the category if they have set that up incorrectly.

 

In terms of migrated company files from AccountRight 2020.1 or later, that setting is locked by what was originally set in that file pre-migration. For example, if you have that option ticked it will be ticked in AccountRight 2020.2, if not ticked it will be not ticked in 2020.2.

 

Should you be in a situation where the option was initially set up incorrectly and have migrated with it incorrectly, you want to look at creating a new payroll category with the desired option enabled. You then want to transfer the balances across to that required new category using an adjustment pay. Our Help Article: Adjusting leave entitlements would be able to assist with that process.

 

Note: If you haven't processed for first pay in the new payroll year with AccountRight 2020.2, you may receive a warning message when doing these pays that relate to paying leave will result in a negative balance. See Leave entitlement warning message when processing pays in AccountRight 2020.2 for more information on that topic.