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Adding opening balances
Here we explain how to add in any opening balances
The employees that you are entering may have worked for you for a while.
Because of that, they might already have some unused leave.
If you need to enter these balances, click on the relevant employee.
Go to Opening Balances.
Enter in the balances as needed for leave types in Leave Balances, this includes long service leave once you have activated this in the settings section. YTD values can be added to Opening Balances by selecting the As At date and entering in the totals.
Please make sure to enter the correct ‘As at’ date for the opening balances to fall under the correct financial year.
If you have access to STP Phase 2 you will have more opening leave balance options
These options include
  • YTD values: director’s fee and reimbursement
  • Paid Leave: Ancillary and defence leave, paid annual, sick and long service leaves, paid parental leave, and worker’s compensation
  • Allowances: award transport payments, Cents per kilometre, task, laundry, overtime meal, qualification, travel and accommodation, tool and other allowances
  • Deductions: Child support garnishees and child support deductions
You can also minimise ‘Paid Leave’, ‘Allowances’, ‘Deductions’, and ‘Fringe Benefits’ by selecting the arrow next to each title
Once you’re done, click Save!
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