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sarah-rwbell-com
Level 1

Is there a way to set up annual leave so that the days available to the end of the year are shown as "available"? Our year runs Jan-Dec & we start QB payroll in April.

Employees know how many days they have to the end of December, we input that as opening balances, but on preparing first pay run it looks like they are accruing further leave, and that is wrong.  
3 REPLIES 3
GeorgiaC
QuickBooks Team

Is there a way to set up annual leave so that the days available to the end of the year are shown as "available"? Our year runs Jan-Dec & we start QB payroll in April.

Hello sarah-rwbell-com, thanks for reaching out to the Community

 

We'd be happy to share some insight on the annual leave balances in QuickBooks. 

 

Before we do, please confirm which version of the payroll you're using: QuickBooks Online Standard or Advanced. Thank you.

sarah-rwbell-com
Level 1

Is there a way to set up annual leave so that the days available to the end of the year are shown as "available"? Our year runs Jan-Dec & we start QB payroll in April.

We are using Advanced payroll.  thanks

JoanaC
QuickBooks Team

Is there a way to set up annual leave so that the days available to the end of the year are shown as "available"? Our year runs Jan-Dec & we start QB payroll in April.

Thank you for your prompt reply on the thread, Sarah. Let me assist you with your payroll advanced. 

 

If you selected Automatically accrues for your leave category. 

 

Here's how to set it up:

 

  1. Choose the accrue based on the employee's leave year. Selecting Based on the employee’s leave year will prompt you to select the date you want the leave year to start. This date is specified via the employee's Leave Allowances page.
  2. If applicable, select Exclude from termination payout.
  3. Select Apply negative balances on termination if you want the earnings associated with the employee's negative leave balance deducted from their termination pay.
  4. Approved leave from the Employee Portal Settings screen.
  5. In Standard Allowance, enter the calculation of how much leave is automatically accrued for this leave category. Select whether the calculation is based on Hours per hour worked or Hours per pay run.
  • For Leave in days enter Standard Days Per Year (recommended) or Standard Weeks per year.
  • You can also select the Calculator icon to open the Calculate Leave screen to assist with calculating the entitlement and ensuring the correct figure is applied.

6. If you have chosen for leave to accrue automatically based on the employee’s leave year, select whether you want to carry over the entire balance or enter the maximum hours to carry over.

7. Select if the Accruals for this leave category are not limited or limited.

 

You can also check this article to learn more about adjustments on payroll: Leave Adjustments in QuickBooks Online Advanced Payroll.

 

I'll attached these articles to help you manage your payroll: 

 

 

If you have any further questions, we are available to help. Take care!

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