Forum Discussion

BB937's avatar
BB937
Experienced User
3 years ago
Solved

Transfer of Leave Balances

Hello, currently using Accountright Plus.  We have a new corp structure and created a new company file to commence from 01/07/2022.  We have staff in our existing company file with leave balances i n...
  • Tracey_H's avatar
    Tracey_H
    3 years ago

    Hi BB937 

     

    Thanks for your post. When you're entering opening leave balances into a new file you can enter the balances in the Balance Adjustment column, The Help Article, Adjusting leave balances, has detailed information.

     

    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
3 years ago

Hi BB937 

 

Thanks for your post. When you're entering opening leave balances into a new file you can enter the balances in the Balance Adjustment column, The Help Article, Adjusting leave balances, has detailed information.

 

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.

  • Accounts-n-Pays's avatar
    Accounts-n-Pays
    Experienced Cover User
    3 years ago

    I'm in the same boat as OP - new company file starting from the 1st of July 2022, but when I've entered the leave through balance adjustments, running the entitlement reports shows the amounts as 30th of June 2022.  How can I change this to the CURRENT financial year? 

    • Tracey_H's avatar
      Tracey_H
      Former Staff
      3 years ago

      Hi Accounts-n-Pays 

       

      Apologies for the delay in replying to you. If you still need assistance with this can you please clarify if you entered the balances in the employee card>>entitlements>>balance adjustment or by processing an adjustment pay. Screenshots would be great. Please make sure sensitive information is removed from screenshots prior to posting on the public Forum.

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