Last pay of this financial year resets YTD amounts on payslips

Legacy KB ID: 3624

Question

Why does Payroll premier reset the YTD amounts on the payslip on the last pay of this financial year? 

Answer

Payroll Premier is configured to report payslips on the basis of Pay Ending Date.  If the period of the last pay includes a date beyond the 30th June but is paid on or before the 30th of June, then Payroll Premier's payslip module will interpret that pay as the first pay of the next financial year.  YTD figures will be set to zero before the details of this pay are listed.   

 

To show this type of last pay as part of this financial year then you will need modify the Pay Ending Date of the last pay to show 30th June.

 

Detailed Instructions

1.    On the List of Employees screen right-click the employee and select Show Employee Pays;

2.    Highlight the last pay dated beyond the 30th June then double click it to open the pay details;

3.    Change the Pay Ending Date to the 30th June and click OK;

4.    Repeat this process for all Employees;

5.    Rebuild the data file:

a.    Click on File and select Rebuild Data files

b.    Select a location to save the backup (do not override existing backups) and click OK;

c.    On the Rebuild Data Files Screen, tick all boxes excepting the two relating to Super ( boxes 2 & 6) and click OK;

Your payslips will now include this pay in the YTD figures for this financial year.  


 

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