Forum Discussion

Sonya6's avatar
5 months ago

Leave taken report for terminated employees

What report shows all leave taken by terminated employees in previous financial year?

 

 I am wanting to get data on all leave taken in the previous financial year, but the entitlement reports are not reporting on inactive/terminated employees who took leave during the time frame.

 

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hi Sonya6

     

    You can generate a leave taken report for a terminated employee by checking the Entitlement Balance Summary report. To include an inactive or terminated employee, click the drop down from Employee option and tick the Show Inactive Employees. Here a sample of what I'm referring to.

    Let me know if you need further assistance with this.

     

    Best regards,

    Doreen

  • Thanks Doreen,  but when selecting inactive employees it does not show the leave they took previous to leaving the company.  Thanks for replying

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator

    Hello there Sonya6

     

    Regarding the previous financial year that you're referring, would it be the prior year (2023-2024) or prior than that? If it's prior to 2023-2024, you would need to restore a backup of your company file then generate the report. As the system can only generate report for prior and current financial year.

     

    Best regards,

    Doreen

  • Hi, 

    I was hoping to add onto this please. I would also like to run this report, however it is coming up with 'no information to display'.

     

    The leave relates to 2023/24 and 2024/25 financial year and the employee recently left (inactive). May you please provide any advice. 

     

    Kind regards

    • Earl_HD's avatar
      Earl_HD
      MYOB Moderator

      Hi JessNew1,

      If you're trying to run a report and a message advises "There's no information to display", try the following steps:

       

      1. Check the date range you've specified for the report. Ensure it covers the period you expect to see transactions for.
      2. Check the filters you've specified for the report. For example, you might be trying to report on an account that has no transactions against it. Try reporting on all accounts to see if this resolves the issue.
      3. Restart AccountRight, then try to run the report again.

      If the message persists, try deleting the contents of the Cache folder on your computer. This folder contains temporary files which can sometimes prevent some reports from displaying correctly. The Cache folder is located here: C:\Users\user.name\AppData\Local\MYOB\AccountRight\20xx.x\Cache.

      Regards,
      Earl