Forum Discussion

Yun's avatar
Yun
Contributing Cover User
12 months ago

how to edit previous year pay history in employee card?

The figure in the Payroll Register and Payroll Activity is different. how to edit previous year pay history in employee card?

6 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    12 months ago

    Hi Yun,

     

    Thank you for the post. To edit the previous year's pay history in an employee card, make sure before making any changes, ensure you back up your data file to avoid any data loss. Back up your company file has detailed information on how to do it.

     

    Then you need to access the employee card by going to Cards File and select Cards List. Find and select the employee's card that you need to edit. With the employee's card open, go to the Payroll Details tab and click on the Pay History.

     

    After that, click on the year-to-date adjustment button. This will allow you to make changes to the previous year's pay history. Adjust the figures as needed for the previous year. Ensure the figures you enter are accurate and reflect what they should have been. After making the necessary adjustments, click OK to save the changes.

     

    Verify that the changes have been correctly updated in the Payroll Register and Payroll Activity. Reconcile these figures to ensure they match your records and reports. Then, generate payroll reports again to confirm that the adjustments have been applied correctly.

     

    Regards,

    Sai

     

     

     

  • Yun's avatar
    Yun
    Contributing Cover User
    12 months ago

    Hi Sai,

    Thank you for your reply. But i can't find the year-to-date adjustment button   in the pay history page.

    Thank you.

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    12 months ago

    Hi Yun,

     

    When you click the options from Show Pay History for, you'll see a list of months with corresponding figures. Click on the Year-to-Date link, which allows you to make adjustments to the YTD figures for the previous financial year.

     

    Regards,

    Sai

  • Yun's avatar
    Yun
    Contributing Cover User
    12 months ago

    Hi Sai,

    I 've tried that, But the YTD figures is 0. It seems only show the current year YTD figures. I can't see the FY24 YTD figures.

    So how to fix it? Thank you.

     

     

  • gavin12345's avatar
    gavin12345
    Ultimate User
    12 months ago

    Hi Isaiah_C 

     

    Is this a new feature in AR2024.6 or perhaps in the browser only? Like Yun I cannot find a Year-To-date adjustment button in desktop AR2024.5.

     

    The Year-to-date in the 'Show Pay History for:' dropdown certainly does not allow you to adjust a prior year total, only a current year total. The only way I am aware of changing a prior payroll year is to restore a backup.

     

    Great if you can clarify.

     

    Regards

    Gavin

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    12 months ago

    Hi Yun,

     

    If there's still discrepancy between your Payroll Activity and Payroll Register, this requires further assistance wherein the dedicated team will need to run a fix on your company file. You need to reach out to our live chat agent via virtual assistant MOCA or create a support case via MyAccount

     

    Regards,

    Sai