Integrations

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.

Press the edit button.

Go to Opening Balances.

Enter in the balances as needed for leave types in Leave Balances. YTD values can be added to Opening Balances by selecting the As At date and entering in the totals.

Once you’re done, click Save!