Adjusting leave balances

Zheng
Zheng Member Posts: 34 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: 409 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

    Robyn Kelly

    Reckon Accredited Partner since 2000

  • Zheng
    Zheng Member Posts: 34 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:

    https://www.youtube.com/watch?v=fGe0w1CRDdE

    Thanks,

    Nick

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 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: 4,208 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:

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