Accrual did not carry over from previous year

My accruals are shown as zero after closing year.

 

Causes:

Reset at Year End Flag may be checked off for the employee from the previous year.

Solution:

Depending on when you noticed that the accruals were not carried over, there are different options. 

If you have not already completed the year-end:

Steps:

  1. Go to Setup > Payroll Settings > Payroll Categories.
  2. Under Accruals > General.
  3. Uncheck the Reset at year end box. 


If you have already completed the year end and NOT STARTED payroll:

Pre-requisites:

  • During the year end, a backup should have been created (unless you checked the option to not make a backup).
  • You have not already processed payroll for the new year.

Steps:

  1. Go to Utilities > Restore. 
  2. Select the restore file you created during the year end. Restore the file.
  3. Go to Setup > Payroll Settings > Payroll Categories.
  4. Under Accruals > General.
  5. Uncheck the Reset at year end box.
  6. Close the year again. Go to Year end > Close Year and follow the steps.

If you have already completed the year end and STARTED payroll:

Pre-requisites:

  • During the year end, a backup should have been created (unless you checked the option to not make a backup).

Steps:

  1. Go to Utilities > Backup. Create a backup by clicking on backup in the new screen.
  2. Go to Utilities > Restore. 
  3. Select the restore file you created during the year end. Restore the file.
  4. Review the employee(s) accruals. Go to Reports > Payroll reports > Accrual Categories.
  5. Print out the report.
  6. Go to Utilities > Restore. 
  7. Select the restore file you created during step 1. Restore the file.
  8. Go to Employee > Master Paycard.
  9. Select the Accruals tab, and enter in the values from the report PLUS any year-to-date amounts. 
  10. Click the check mark to save. 
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