How to use accrued vacation time

I am using QB Pro Canadian Edition
I am setting up quickbooks to handle a few employees for whom I want to
accrue vacation. I have successfully set up the Accrual Hours for each
employee to accrue on a per-paycheque basis, however I cannot see any
way to actually use those hours.
When I create a paycheque I am able to identify vacation hours taken by
attributing hours to Vacation Salary in the Earnings list, but then it
appears on the pay cheque as a negative "Vacation Available" dollar
amount rather than reducing the "Vacation Available" hourly amount or
the "Vacation Accrued" hourly amount.
I would have thought that this was pretty basic functionality, however
I cannot find any reference to it in the newsgroup or in my "QuickBooks
Bible" (which hasn't provided any divine intervention for me yet...)
Thanks in advance,
Stephanie
Reply to
Steph
Is there a reason you are using an "Accrual Hours" item for salaried employees, or a "Vacation Salary" item for hourly employees? Both combinations seem inappropriate.
Is there a reason you are not using the automatic Vacation Accrual feature? It accrues $ on a %age basis.
To reduce Accrued Vacation Available, use the "VacPay-Accural Paid Out" item. I believe this item is created automatically - it has appeared automatically in every QB payroll that I've set up and is included in every other QB payroll that I've used, so I have never needed to create this item.
Reply to
!-!
I'm setting up salaried employees and I would like to keep track of vacation on an hourly basis rather than a dollar amount. Tracking it on an hourly basis would make it easier to determine how many vacation days/hours are available for an employee, and it's easier to communicate to employees the balance of their vacation accrual at any point in time.
So, I've figured out how to accrue vacation on an hourly basis, and I'd like to be able to reduce that hourly accrual when vacation is taken.
Reply to
Steph
Which localization (country) are you using?
In US the necessary items are automatically created in the payroll. Turn on the automatic accrual and supply the amount to be accrued (edit employee / vacation sick button). When it's time to use on the pay line add/enter the vacation salary item and put in the number of hours to use. Couldn't be simpler as long as you remember to enter the regular (non vacation) hours first. You'll have to figure out if in using vacation they accrue anything if you are on the per pay period system, but that is your company policy.
Reply to
Golden California Girls
I am using the Canadian edition.
And suddenly... it works! I created a copy of my company file so I could play around with creating paycheques and now when I use the Vacation Salary and assign hours, it decreases my accrued hours instead of posting a negative dollar amount.
For those of you checking this thread to figure out how this works, I'll summarize what I've got set up.
- Employees are set up as salaried employees. - In the Payroll setup, I have only one item defined under "Earnings" for Salary (set to annual salary amount) - In the Accrual Hours, I have set the Accrual Period to "Every paycheque" and set the hours accrued per paycheque. - When I create a paycheque, it automatically accrues vacation hours in the "Vacation acc" field, and adds it to the "Vacation Avail" field - If I need to use accrued hours, I create a new paycheque, reduce the number of hours in the Salary item (in the top Earnings section), and add another line item for "Vacation Salary". This appears with a rate of 0.00, and I enter the number of hours used for Vacation. This calculates the appropriate dollar rate and reduces the "Vacation Avail" field accordingly.
I think that my initial problems started because the Payroll setup included a Vacation Salary item with an annual rate equal to the annual salary amount. (Don't know what I was thinking when I set that up).
Hope this helps anyone who's struggling with the same problem...
Reply to
Steph

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