MIGRATION: Entering Employee Year-to-Date (YTD) Leave Balances in Reckon One

Datarec_ReckonLtd
Datarec_ReckonLtd Reckon Staff Posts: 1,039 Reckon Staff
edited March 2018 in Reckon One
Click on the Settings icon in the top right of the screen

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Select Payroll Settings > YTD Setup
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Select the Leave Balances tab

then click on the Leave balances tab

then click on the Add leave balances button
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Enter some descriptive text in the Reference field if you prefer

then click on the Add New Row button

Select your specific employee and add the relevant leave items, dates, etc

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For the complete instructions see the knowledge base article below.

Entering YTD Payroll balances in Reckon One, when migrating from another software.