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PTO Report

Forum|Forum|4 years ago
April 4, 2022
1 reply
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I would like to see a report that lists each employee and the rate of PTO accruing. I know how to get the balances left, or the balances used. But I want to check the rates. We use rate per hour.

Anyone have an answer?

QuickBooks Time

Best answer by AlexV

Hi WandaJW!

Let me show you how you can run a report that shows how many hours to accrue for PTO.

Please follow these steps:

Go to the Feature Add-ons menu and select Time Off Codes.
Locate the PTO you added and click the Pencil icon.
On the PTO Time Off Code pop-up, click the Download hyperlink. This will download an Excel file report.

Once done, open the downloaded Excel file. You'll see all the employees assigned to this PTO and their rates under the accrual_type_options column.

I have included these links if you need more help in running other reports in QuickBooks Time and setting up and managing time off accruals:

I'm up and open to other questions about PTO. If you need a hand in managing other lists or your data, let me know and I'll lay down some guides or details for you.

M

MirriamM

QuickBooks Team

Hi there, WandaJW.

In QuickBooks Time, we have the Payroll report that you can run that shows the time worked by the employee, including regular, overtime, and time off.

To open the report, here's how:

In the left menu, click Reports.
Select Payroll Report.
Select the report dates and other filters as needed.
Choose Run Report.

To view further details for each employee, click Expand All or select the expand icon (+) next to each name.

To learn more about the available reports in QuickBooks Time, see this article: QuickBooks Time reports.

Let me know if you have additional questions or concerns. You can reach out to the Community at any time. Take care and have a great day!

W

WandaJWAuthor

This answer does not answer my question. I want a report that shows the current rate employees are earning. For instance, one employee might be earning 1.333 PTO hours per 30 hours worked. Another might be earning 1.467 PTO hours per 30 hours worked. I want to see a list of employees and the rate of accrual for each employee.

AlexVAnswer

Level 10

Hi WandaJW!

Let me show you how you can run a report that shows how many hours to accrue for PTO.

Please follow these steps:

Go to the Feature Add-ons menu and select Time Off Codes.
Locate the PTO you added and click the Pencil icon.
On the PTO Time Off Code pop-up, click the Download hyperlink. This will download an Excel file report.

Once done, open the downloaded Excel file. You'll see all the employees assigned to this PTO and their rates under the accrual_type_options column.

I have included these links if you need more help in running other reports in QuickBooks Time and setting up and managing time off accruals:

I'm up and open to other questions about PTO. If you need a hand in managing other lists or your data, let me know and I'll lay down some guides or details for you.

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