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

Datarec

Click on the Settings icon in the top right of the screen







Select Payroll Settings > YTD Setup



Select the Leave Balances tab

then click on the Leave balances tab

then click on the Add leave balances button


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







For the complete instructions see the knowledge base article below.

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