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Paid Time Off report unavailable

Janneia SearleJanneia Searle Member Posts: 45
edited September 2019 in Accounts Hosted
I need to produce a report showing annual leave taken by an employee since 2008. There is no option for the Paid Time Off List report referred to in the Help menu. How can I create this report? TIA

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 893 ✭✭
    edited September 2019
    Hi Janneia

    Hmmm ... yes, the Help file does suggest that particular report but it appears it's no longer one of the listed default ones.
    There are several other reports you can use depending how much detail you're wanting.

    If you're just wanting the Hours, you can use the "Leave Accrual Summary" -
    This report includes hours Accrued, Available & Used columns for each Leave type.
    You can close/remove the columns you don't want.
    If you double-click on a total, it will drill down displaying the hours per pay.

    Alternatively, if you want the $ values also, you can run & customise a "Payroll Summary" report - filtered for just that one employee & your 'Annual Leave' Payroll Item only.
    This will show the total hours AND the total paid for those hours.


    Don't forget to modify your date range to go back to 2008!

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]






    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • Janneia SearleJanneia Searle Member Posts: 45
    edited September 2019
    Thanks so much Shaz. I have run that report, for the dates required, but it would only go back to May 2014 when I actually "drill down" into the AL taken. Do you have any clues why, or how I can get the previous 6 years worth of information?
  • Acctd4Acctd4 Accredited Partner Posts: 893 ✭✭
    edited June 2019
    Hmmm ...   Out of interest, try selecting "All" in the dates & see how far that goes back ...?

    If you've definitely selected the correct dates, it sounds like either that employee wasn't permanent FT/PT back then (& therefore wasn't actually accruing any leave pre May 2014) or the leave wasn't being tracked in RA then ...

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

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