Leave Entitlement Balance - Opening balance is incorrect after rolling over to the new payroll year

This is very frustrating. We need quick solution for this before our next payroll run.  Could someone please kindly advise on this?  Thank you

HI WUC101 

Within AccountRight there is a setting on each entitlement that determines whether or not the balance is carries over when a payroll year is rolled. You can check this by opening the entitlement and reviewing whether or not the option “Carry Remaining Entitlement Over to Next Year” is ticked.

If this option was not ticked then when the payroll year was closed, the entitlement balance would return to zero. In terms of resolving this I do recommend ticking that option if it is unticked. While this won’t return the hours to the employee cards it will prevent it from happening in the future.

In terms of resolving this there are a couple of different options. The first is to manually correct the balances on each employee card by entering the correct balance in the Payroll Details >> Entitlements >> Carry Over column

Alternatively when recording the next pay for these employees, or a zero dollar pay, and add the missing hours onto the entitlement. So if the employee’s balance needs to be increased by 30 hours from the previous payroll year and they get 1 hour on this entitlement per pay you would need to change it to 31 hours not 1 hour on the pay