Forum Discussion

LLSH's avatar
LLSH
Experienced User
3 years ago

EOFY

The amounts on a MYOB payslip are showing a running total then go into a minus for 23 weeks then a zero for 2 weeks. This has caused the YTD totals to not be correct. How can I fix this so the EOFY a...
  • Tracey_H's avatar
    Tracey_H
    3 years ago

    Hi LLSH 

     

    You need to follow these steps exactly so that you can finalise STP and don't lose any of your current data:

     

    1. take a back up of your current online file
    2. restore the previous year back up online: Restore your company file
    3. fix the Pay history 
    4. process a $0 pay with payment date as 30 June 2022
    5. once the YTD amounts in the Summary of payments report are correct, finalise STP
    6. take a back up and rename it so that it is easily identifiable as the EOFY back up
    7. restore the back up of the current file online (the back up taken at step 1)

    You can't merge the back up and current files. You need to fix and finalise STP in the back up file. Files need to be online to report and finalise STP. So you are replacing the current file with the back up file. When you have finalised STP you need to replace the back up file with the current file.

     

    Make sure you take a back up of your current file before restoring the previous year back up.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Tracey_H's avatar
Tracey_H
Former Staff

Hi LLSH 

 

Thanks for your post. The YTD amounts on payslips are pulled from the employee card>>Payroll details tab>>Pay history. It sounds like the Pay history has been manually changed. To confirm this run the Payroll activity and Payroll register reports, if they are different the Pay history has been changed. You would need to change the Pay history back to the correct YTD amounts.

 

Please let me know how you go.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

LLSH's avatar
LLSH
Experienced User
3 years ago

Good Morning, There is no history to show on her card. I have attached snippet. Yes the amounts are different in the reports!

  • Tracey_H's avatar
    Tracey_H
    Former Staff
    3 years ago

    Hi LLSH 

     

    It's the Pay history in the Payroll details tab:

     

     

    The Payroll activity report pulls it's data from pays processed through Process payroll.

    The Payroll register report pulls it's data from the employee card>>Pay history.

     

    This means that if those reports are different the Pay history has been manually changed. STP reports also get their data from the Pay history so it is important to ensure it correctly reflects pays processed through payroll. Payroll adjustments should only be processed through a payrun. 

     

    To resolve this you need to change the Pay history back to what it should be so that the activity and register reports are the same.

     

    Please let me know if you need further help.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • LLSH's avatar
      LLSH
      Experienced User
      3 years ago

      Thank you for your reply. The pay history is showing zero's for every month last year and as she left at the end of the last financial year 2022, nothing in the year to date.

      I am curious as to how anything can change as the only update done on her file was a pay increase. 

      I am also confused how her payslip can show YTD as  a minus on Base hourly. This goes down to a zero YTD and then starts the next week with another zero amount?

      I have attached a snippet of this.

      • Tracey_H's avatar
        Tracey_H
        Former Staff
        3 years ago

        Hi LLSH 

         

        You're correct that the Pay history only shows the current year. To fix the previous year you would need to restore a back up. This post, Payroll activity and Payroll register reports are not the same, has detailed instructions.

         

        When you process a pay run the amounts are added to the Pay history. An example of what happens when the Pay history is manually changed:

         

        1. base hourly YTD amount is $50,000
        2. pay is processed with base hourly of $1,000
        3. Pay history updates to $51,000
        4. Pay history is manually changed to $31,000
        5. pay is processed with base hourly of $1,000
        6. Pay history is updated to $32,000 (register and STP reports)
        7. payruns processed total $52,000 (activity report)

        In your screenshots the base hourly YTD for the period 12/7 to 18/7  is -$999.40. The base hourly in the following pay run is $999.40, this is added to the YTD amount of -$999.40 giving a YTD amount of $0.00

         

        Please let me know if you need further help.

         

        If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

    • LLSH's avatar
      LLSH
      Experienced User
      3 years ago

      Question, I have identified discrepencys between the summary and Register reports, however as there are no values in the card pay history, i think this is the current year. I am needing to fix up last years and feel by entering amounts in the card they will be in this years EOFY?

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