ENTITLEMENTS LINK TO PAYMENT CATEGORY NOT WORKING

Question

This has happened more than once in the past - I pay from a category linked to an entitlement category but the transaction (reduction in entitlement) doesnt show up on the entitlement.

I've checked the categories - they are linked correctly. What am I doing wrong please?

Doreen_P · Answer

Hi there @PeterLeonard

Checking each payroll category is a great start making sure everything was set up correctly. Regarding the warning message received, it's because a wage category has been linked to multiple entitlement category which is incorrect. One wage category can only be linked to one entitlement category to avoid the warning message. For the RDO accrual that wasn't deducted to the linked wage category, make sure that the Calculation Basis of the entitlement is correct. If the employee is on hourly basis, the calculation should be Equals [x] Percent of. If salary, it should be Equals [x] Hours per. It would be best to check this link for more information.

Best regards,

Doreen

PeterLeonard · Answer

I'm leaving this as a reply as I can't find how to start a post.

I am trying to find out what is wrong with my setting up of MYOB Payroll Entitlement categories. We paid out some RDO accruals a week ago and they don't show up as having deducted from the categories they were liinked to. I am attaching  a file with 3 reports which will show the problem. The Entitlement Balance Detail for June shows some available hours in the 2 categories listed. The July report shows no entries at all - Opening Hours, Hours accrued, Hours Taken, Available Hours . The Ent Bal Summary report for July shows no Hours Taken even though they were paid out on 17th July.

When doing payroll yesterday, we got a warning that some Entitlment Categories had more than one linked Wage Category. I corrected this, but it was the first warning we had had even though the categories have been set up like that for 3 months. That leads me to think the software may have changed recently - is this the case.

Finally, I always thought I would get a reply form an MYOB moderator to any question, even if it was "We don't know". I have had nothing on this issue wjich leads me to think that the moderators cherry pick the easy questions - is this so?

ENTITLEMENTS BALANCES - FOR MYOB COMMUNITY.pdf

PeterLeonard · Answer

Further to this, 2 particular categories have balances at 30 June, 2024 (entitlement Balance Detail Report). When I run it for July, it has nothing carried foreard, no activity. With the entitelements balance summary, it carries forward an amount from July 1, but shows not acticity for July, even though we have paid that entuitlelment out in wages (using the correct linked categories  - I've checked 50 times)