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Murph's avatar
Murph
Experienced Cover User
10 months ago
Solved

Old leave pay items have balances.

The admin staff changed Pay Basis for 2 salaried staff in June 2022 (around time of conversion from Essentials to Business) from Hourly to Salary. This seemed to trigger 2 new leave accrual pay items.

In August 2022, he added Long Service Leave accruals for these staff and in doing so, changed them back to an hourly Pay Basis and added opening balances. This seemed to trigger 3 new leave pay items which remain linked to each of the employees. 

A Balancing adjustment has been entered into the 3 new leave accrual items which is almost the same as the closing balance of predecessor leave pay items.

How can the balances sitting in the 4 defunct pay items be removed? They are not linked to the employees anymore so don't think a negative pay run can be done. 

  • Doreen_P's avatar
    Doreen_P
    8 months ago

    Hi, Murph

     

    We hope this message finds you well. We have been awaiting additional updates from your end regarding the assistance request. As we haven't received any recent updates, we will be closing the case now. Please be assured that should you need further support, we are here to assist you promptly. Feel free to start a new post, and we'll be ready to address your concerns.

     

    Best regards,

    Doreen

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  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    10 months ago

    Hi, Murph 

     

    Thanks for your post.

     

    To remove the balances, you can zero out the total on the employees' card file for the leave pay item. However, this will not zero out the year-to-date value of the leave pay item. To do this, you may need to process a pay run with only the exact amount of the year-to-date but a negative value against the category. This way, there will be no more balances on the old leave pay items.

     

    Please let us know if you require any further assistance with this. We are happy to assist.

     

    Best regards,

    Doreen

    • Murph's avatar
      Murph
      Experienced Cover User
      10 months ago

      Thanks for your response Doreen.

      As mentioned, the Leave Pay Items with inaccurate balances are not currently listed for the employees as they were detached from the employees so the solution suggested isn't possible with current settings.

      Is it ok to add the legacy Leave Pay Items back to the 2 employees, clear the balances, then detach them once corrected? I want to be clear on the process and not cause new issues. Thanks

       

      • Doreen_P's avatar
        Doreen_P
        MYOB Moderator
        10 months ago

        Hi, Murph 

         

        Thanks for your response.

         

        Yes, you can add back the leave pay items so you can clear the balances. Once done, you can remove them again from the employee's card file. 

         

        Please feel free to reach out to us if further assistance is needed. We are delighted to assist you.

         

        Best regards,

        Doreen