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Home >> Frequently Asked Questions >> How Do I Enter Existing Year-to-Date Figures?

How Do I Enter Existing Year-to-Date Figures?

 

If you are beginning part way through a financial year and need to add existing year-to-date (YTD) figures for your employees, there are three options to do this:

The first option is to enter all the previous pays for the financial year into Lightning Payroll. This can be done one-by-one in the Pays screen by navigating back with the 'Last Pay Run' button. This option is time consuming but it does provide the greatest amount of detail.

The second way is to generate a single pay for each employee immediately prior to the first official pay you will complete in Lightning Payroll and add in each employee's gross, tax and superannuation figures.

The third option is to complete a YTD adjustment for each employee in the Employees section. If you have the year-to-date (YTD) figures for each employee, you can enter these under Year to Date >> Adjust YTD Totals. Lightning payroll works forward from these amounts as you complete pays.

Created: 2019-03-26 23:08:49

Last Edited: 2021-01-19 15:10:20


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