Leave Liability Report

MutkinCare

Hi

I am wanting to know if you can change the default settings for a report? specifically the leave liability report.

Current when you run a leave liability report it displays various items such employee name, hire date, personal/annual leave balances as well as other $ and other 2 available - what are other $ and other 2 available?

My end goal is to have our staff's TOIL balances pull through on the leave liability report. Can somebody advise if this is possible and if so how to change the default settings.

Thanks in advanced.

Georgia

Acctd4

Yes, if you click on the Modify Report button at the top left, you can add/remove columns in Display, change Filters, edit Headers/Footers (including re-naming the report) & change the Fonts & Numbers formatting.

You can also hover your mouse over the dividing diamonds between the columns & - when your pointer changes to a double-arrow - click down & drag the column to the left to close it or to the right to make it wider.

Right-clicking on any data is also shortcut to the basic font formatting.

Once you have your report exactly how you want it, you can also Memorise it for future use (without having to keep changing the settings)

The Other 1 & Other 2 are from the additional customisable Leave tabs in each employee's record.

The above snip is from a Sample company file where you can see there that the Other 2 tab is being used for RDOs.

You can name these tabs in your Company Preferences (accessed under the Edit dropdown menu):

In your case, you should set up & use one of those Other ... Leave tabs for "TOIL" & set this up accordingly (eg in the employees' records & using the specific Payroll Item on Pays when TOIL is accrued/taken) The applicable figures will then pull through into this Leave Liability Report (along with Personal/Sick Leave & Holiday/Annual Leave) 😁

MutkinCare

Thanks Shaz!

Can you also help me understand how the payroll item links to the leave liability report? For example our payroll item is called 'Leave - Annual Leave' but when you run a leave liability report it shows as 'Holiday used/available'

Thank you!