Entitlement Balance Rollover to new pay year 2020/2021

BWM20
5 years ago
I finally processed today's payroll as normal, ignoring the error message. Eventually the entitlement's closing balance looks correct.

However, there is still a problem:
My Entitlement's Opening Balance (Balance Adjustment) is actually the Closing Balance of FY2018.
The "Carry Over" is the total Net Balance of FY19 and FY20.
The "Year-to-Date" is the entitlement's net balance of today's payroll.

How to fix so my Entitlement's Opening Balance is the Closing Balance of FY2020 Entitlements ?
- LeopardMum
  Experienced User
  5 years ago
  Personal leave didn't carry over from last year
  Now the carry over box is not ticked and can't be changed in category set up (WTF)
  Can't adjust balance, it just won't let me (eye roll)
  Even set up a new category to carry over in the future and it wont let me adjust either
  Bloody Hell MYOB I can't say I'm a fan today (again)
  - slrogan29
    5 years ago
    Hi did you get an answer from MYOB on how to fix this.
    I hve the patch but that hasnt worked.
- PhilT
  Cover User
  5 years ago
  Exactly the same happend to us.
  
  Entitlement's Opening Balance (Balance Adjustment) is the Closing Balance of FY2018.
  The "Carry Over" is the total Net Balance of FY19 and FY20.
  The "Year-to-Date" is the entitlement's net balance of today's payroll.
  
  Please advise how to reolve.
DebraPower
Experienced User
5 years ago
Hi Steven, our RDOs have not carried over. Haven't had this problem before. It wont allow me to tick the carry over balance or manually adjust. Please advise what I need to do. Thanks
- DebraPower
  Experienced User
  5 years ago
  Our RDO's can not be rolled over. What do we need to do.
Hinterland
Experienced Cover User
5 years ago
Good Afternoon,

I am about to process my first payroll in the new payroll year. I've tried to print an Entitlement Balance Summary report and it does not give the option to select the 2020/2021 year. The drop down for the Payroll years only shows FY 2019 and FY 2020. Screen shot attached.

Can you please advise how I can access a leave balance report for the 2020/2021 year?

With this function not currently working, will it affect the payroll I need to process today?

Kind Regards
Dulcie
- YasminG1
  Valued User
  5 years ago
  Hi there,
  
  You will be able to print the report when you do your first payroll.
  
  If you need the listing I would suggest just paying one employee who hasn't taken leave and finalise their wage.
  
  Once you have done this you will be able to get the report.
  
  Also note that you will not see the YTD carry over amount until the wage is finalised but it does print out on the employees payslip.
  
  Hope that helps.
- Hinterland
  Experienced Cover User
  5 years ago
  Hi all,
  
  So, this is a bit long-winded but I had to do something so I could get payroll processed. I have had to process 2 x payroll runs to fix the issue and now I can print a 2020/2021 Entitlement Balance report before I process the actual payroll for the fortnight.
  
  1ST PAY RUN - for each employee, process a zero payroll BUT add 1 hour to each of the leave entitlements (essentially giving each employee 1 hour of leave accrual for each type of leave). Record the pay run.
  
  2ND PAY RUN - for each employee, process a zero payroll BUT put a -1 for each of the leave entitlements (essentially reversing the 1 hour of leave accrual for each type of leave that you processed in the 1st pay run. Record the pay run.
  
  Now I have access to a 2020/2021 leave report as per attached.
  
  This is very long winded, and with 70 employees took some time, but now I can run a leave report and when I process the actual payroll, the leave balances on payslips will be correct. I know someone previously suggested only doing this for one or two employees, however the problem with this is when you print their payslip, if they haven't accrued or taken a particular type of leave (time in lieu for example), the balance will not show on thier payslip until they do use it. I do not want all of our employees at my office door tomorrow morning questioning their payslips.
  
  Sooooo frustrating!!!! Would be good if MYOB could fix this as we don't want to be having to do this each year! Lucky I only have 70 employees!
  - ASparks
    Trusted Cover User
    5 years ago
    Hinterlandthis does sound long winded - and frustrating.
    
    I also have employees that accrue leave. I didn't have a problem processing the first pay run. All employees accrued the correct leave and the balance was carried over from the previous year. It makes me wonder if it has something to do with how the employee cards are set up.
    
    I did get an email from MYOB warning of a glitch. More can be found here - perhaps it will help some
    
    https://community.myob.com/t5/EOFY-2020/EOFY-Resources-2020-AccountRight-AccountEdge-and-Essentials/td-p/657870
    
    I hate this time of year - nothing ever goes smoothly does it?