Holiday and personal are not calculating correctly

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agofarm
agofarm Member Posts: 40
edited July 11 in Accounts Hosted

Once again, the payroll holiday and personal are not calculating correctly. this was fine up to the last pay date. Can anyone advise why this keeps happening..

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Can you upload a screenshot of one of the employee’s leave tabs that it’s happening for & their latest paycheque where it’s not accruing (You can black out any identifying detail) ?

    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!)
  • agofarm
    agofarm Member Posts: 40
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    As you can see the hours used this year has gone to nil on both Holidays and Personal. Actual Personal used is 21.66 Holidays 53.98. the Available hours are correct. On some the YTD has gone back to 0.

    I have manually inserted the Hours used, but has still gone back to 0

    Quite a mystery.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,589 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 11
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    💡Ah … I see the 2 problems … The “Max hours …” fields should always be BLANK & the “Reset hours …” checkboxes need to always be UNTICKED.

    That setup is not only telling the system to STOP accruing leave once those balances are reached but to also clear out & restart the accruals every year ! 😬

    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!)
  • agofarm
    agofarm Member Posts: 40
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    Thanks for your advice. this is the way my previous BAS agent set it up

    I will rectify it immediately

    Teresa