Entitlements differ on card to summary

Question

Hello,

I saw a couple of posts regarding this. But still can't understand if I need to send the file to MYOB so it can be fixed.

I never had this issue before. So, also not sure if it started due to the update tho the new version.

An employee was reemployed in our company, and I just needed to "clean" the entitlement balances, since they were wrong. However, the card shows the correct balance, but it's completely diff from the entitlements summary/detail. I also checked the payroll activity summary and register summary and all matches.

Could you please tell me why this happens, I am pretty sure that the card is showing the correct figures, not sure why the report does not.

Thanks in advance for your help.

Ana

Entitlements Detail.jpg

Card.jpg

Melisa_D · Accepted Answer

Hi @AnaLaranjeira ,

Thank you for your post, we are aware that when a termination date is entered on an employee card, all the leave entitlements in card pay history is removed (users are prompted with an alert when entering a termination date), but the leave accrual history is still retained in the reports as the pays are still saved in the file.  When an employee is  reinstated the card and the termination date is removed the pay history does not pull up the leave accrual figures back which is why the entitlement balance detail report throws a different balance.

If this employee has been reinstated in the same payroll year and you would like to continue using the same card please refer to the instructions below on how to fix the entitlement report before the employee's card can be used for future pays:

* Run the entitlement balance report for the current payroll year for the employee 
* Calculate the difference of total hours accrued - total hours taken = xx
* Go to the employees card > Payroll details > Pay history tab > Select the Year to Date option from the drop down list

* Type the amount xx calculated in step 2, against the leave accrual category accordingly
* Click Ok to save

Note; please do take a back up of your file before doing any of these above steps.

I hope this helps.