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If holiday leave entitlement balance to be paid for an emplyee, how can I get the entitlement balance? Entitlement balance report does not show the balance as at today(Pay period). It shows upto the last week pay period. How do I get the correct entitlement balance?
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Within AccountRight, the entitlement balances on an employee card and the entitlement reports only update when a payroll transaction has been recorded. If you know how much entitlement the employee gets in a pay run, then you could run the entitlement reports and take the current balance and add to it what the employee receives on a regular basis. This would give you a current balance of the employee’s entitlement.
If the employee’s entitlement is tied to the number of hours that they work, then you would have to make an educated guess based of the amount of the entitlement that they are likely to receive. Once you know this then you can add this to the balance within the entitlement reports so that you have a good idea of what the employee’s current balance of the entitlement is prior to running a pay run transaction.
Please do feel free to post any other questions that you may have
The only time that I can think of when leave balance must be paid out is on termination. If this is the case then the termination the termination pay should be done after the final hourly salary pay. There are different settings to be used on termination pays so that Unused Holiday pay is recognised and reduces the Holiday Accrual.