Leave entitlement - Card balance is different to Hours from Pay

Hi Jebmich,

I can see that the leave entitlement balance in the card file is different from the hours paid. There are two ways to fix the issue.

1. Void pay method: The best way to correct leave balances is to use the void pay method. This will affect the leave reports year-to-date balances.

• Go to Payroll > Process Payroll > Start a new pay run.
• Drill into the employee in question and remove all hours and amounts for everything.
• Then, for the leave entitlement you want to adjust, only put hours against this.
• It is also a good idea to advise in the memo box to have customers write a memo for what they did, i.e. Leave adjustment for period 1/7/21–30/7/21. This way, it is easy to audit later.
• For example, if you wanted to give an employee 20 more hours for annual leave but a positive 20 against annual leave entitlement,.

Or if you need to reduce the hours, you can put a negative value.

For example, to reduce it by 10 hours, put a negative 10 against the annual leave entitlement.

2. Adjust card balance method: Alternatively, you can adjust the card balances. This reflects on the opening balance of the leave reports, and there is no audit of this change. This makes the void pay method a better option.

• To do this, go to Card File > Card List > Employee tab > Drill into employee card > Payroll Details tab > Entitlements tab.
• You can enter or edit an existing amount in the Balance Adjustment column.

Feel free to write a post if you need further assistance.

Cheers,

Jem

Hi Jem

Thanks for your reply.

Every time I make an adjustment - either Void Pay method or Adjust Card Balance method - it seems to affect both balances and I still get a variance.

I need to just change the Card Balance to -5.72 so it agrees with the Hours from Pays balance of -5.72 which is the correct figure. I don't want the Hours from Pay figure to change at all.

Are you able to advise me what figure I need to put in what field to make this change?

Thank you.

Hi Jebmich, how did you manage to resolve this? 

I have the same issue with some weird Card Balances. Employee left, all balances were 0. But now he's back, and setting him active, something weird with Card Balances has happened. 

I haven't been able to resolve it, it's still showing an incorrect balance.  If you discover a fix, I'd love to hear it.

Hi Trav9999,

That’s a bit odd! Reactivating an employee shouldn’t mess with card balances like that. This might need a closer look—try reaching out to our live chat team through MOCA or drop us a support ticket via MyAccount so we can sort it out for you.

Regards,

Shella

I found this post.

Entitlements differ on card to summary | MYOB Community

And based on the answer in there, the solution was to create a new card for the employee, rather than "re-activate" a previous employee card.

Seems to be a **bleep**py MYOB glitch / badly programmed feature. But I'm not going to invest any further time trying to resolve in any other manner,.... my opinion of MYOB support is not good.