Is there a way to view leave balances at a particular point in the past

Mark Rogers
Mark Rogers Member Posts: 7 Novice Member Novice Member
in Accounts Hosted

We are trying to reconstruction employee leave balances and need to see what the balances were at a particular date in the past

we have tried viewing old payslips in the system but for some reason they only show the leave balance of the most recent payslip

Does anyone know how we can view historical leave balances?

Best Answer

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer ✓

    @Mark Rogers Yes! The Leave Accrual Summary report (under the Reports dropdown menu > Employees & Payroll) will show you this information as at any given date/period that you specify 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Answers

  • Charley
    Charley Member Posts: 549 Reckon Star Reckon Star

    I have developed a spreadsheet because I also found it an absolute pain when leave accruals go wrong and it doesn't matter which accounting package

    if you would like a copy email me charley@vanrotterdam.com.au or call 0266834083

  • Kris_Williams
    Kris_Williams Member Posts: 3,628 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    If ever I am in doubt I work out manually the leave that they should have accrued from day 1, which isn’t that difficult, and then do a payroll report showing leave taken from the beginning. Deduct this from 1st calculation and change the figure in the program if necessary

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  • Mark Rogers
    Mark Rogers Member Posts: 7 Novice Member Novice Member

    Thanks everyone for your help, it is much appreciated 😀

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