Adjusting leave balances

Zheng
Zheng Member Posts: 21 Reckoner Reckoner
edited October 2024 in Accounts Hosted

Hi, an employee when set up in Reckon has been missed of leave accrual due to an error, the error has been fixed, now I need to adjust/add back her leave accrual, where can I do the adjustment? Thanks.

Answers

  • Nickiu
    Nickiu Reckon Alumni Posts: 227 Former Reckon Staff Member Former Reckon Staff
    edited October 2024

    Morning @Zheng,

    Are you trying to edit payrun and fix the leave or manually enter the leave?

    Hope this help,

    Nick

  • Robyn Kelly (Partner)
    Robyn Kelly (Partner) Accredited Partner Posts: 412 Accredited Partner Accredited Partner

    Hi Zheng - out of interest did you have the Leave Loding payroll item included in the paycheque but it didn't calculate, or did you not have the leave loading payroll item in the paycheque at all?

    Thank you
    Robyn Kelly

  • Zheng
    Zheng Member Posts: 21 Reckoner Reckoner

    Hi, leave wasn't calculated due to an error and now need to manually adjust back to the employee.

  • Nickiu
    Nickiu Reckon Alumni Posts: 227 Former Reckon Staff Member Former Reckon Staff

    Hi @Zheng

    Check this video out on How-To: Accrue Leave:

    Thanks,

    Nick

  • Kris_Williams
    Kris_Williams Member Posts: 3,937 Reckon Hall of Famer Reckon Hall of Famer

    if you edit her name and go to Leave you can change the amount of leave owing in there

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,955 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Zheng As Kris said, you can just manually override the available balance amount. Just been mindful of the specific date:

    image.png

    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!)