Other Leave - additional category

Natalie
Natalie Member Posts: 8

Hi Folks

I don't suppose there is a way to add a third "other" leave category. I'm currently using Other1 & Other2 and an additional category would be great for another type of leave I'm wanting to track.

Best Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 2,155 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 24 Answer ✓

    Hi Natalie

    Unfortunately not - Note the purpose of these categories are specifically for leave that needs to be accrued. Some leave types don't require that - eg the new Family & Domestic Violence Leave - so can be managed with just a new Payroll Item.

    What leave are you already tracking & what's the 3rd one you're wanting ?

    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

    0422 886 003

    [email protected]

    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!)
  • Acctd4
    Acctd4 Accredited Partner Posts: 2,155 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 24 Answer ✓

    Ah yes, my apologies - I forgot it had been doubled & updated to paid as for my smaller employers, that's not applicable until August !

    In order to track usage & balance, you'd need to track initial accrual also (regardless whether it's within RAH or externally)

    If you did have an available tab, you could use that to accrue & reset "X" number of hours every year but this will be tricky to determine for Casuals or anyone who works irregular hours as it's an automatic full entitlement - but pro rata'd - each year eg even if they've only worked for you for a month, they are still entitled to the same 10 (of their standard/rostered days) as someone who's worked for you for 10 years. Don't get me wrong ... It's certainly still do-able but just may not be a standard "across the board" accrual so would just need some manual calcs to determine the basis for some employees 😊

    In the absence of another Leave tab in your case though, I'd still recommend utilising a new Payroll Item (in conjunction with your spreadsheet) as this will at least allow you to track usage automatically. Bearing in mind, this isn't likely to be a leave applicable to EVERY employee on your payroll, I would then probably record & update the ongoing balance in the relevant employee(s) Notes.

    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

    0422 886 003

    [email protected]

    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

  • Natalie
    Natalie Member Posts: 8

    Thanks Shaz

    I'm using Other 1 & 2 for Accrued TOIL and LSL (moreso for tracking usage and not the accrual part) and I was thinking of a third for D&FV. Similar to the others, more so to track usage and remaining balance and not for accrual purposes. I'll make do with a manual spreadsheet in that case.

  • Acctd4
    Acctd4 Accredited Partner Posts: 2,155 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited January 24

    Hi Natalie

    The new F&DV entitlement is an unpaid, fixed annual "use-it-or-lose-it" 5 days, which resets each year BUT it can also be more if the employer chooses to permit it. Therefore "accumulation" (eg tracking accrual) isn't applicable.

    You can either just track it manually by noting it in the Employee's Notes

    OR

    Create a new Payroll Item - You can then run reports on this with the applicable hours. Note: As this is unpaid, you won't be able to create a Paycheque for $ 0.00 though. Instead, you may need to create a 2nd identically set up Payroll Item to use to offset it as a negative, in order to create the "$ 0.00" net pay.

    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

    0422 886 003

    [email protected]

    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!)
  • Natalie
    Natalie Member Posts: 8

    Hi Shaz

    I attended a CCIQ webinar yesterday on changes to F&DV - Employees are entitled to 10 days paid family and domestic violence leave from February 1. But all good - I'll use another method for tracking. Thanks