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Report of SOY balances

Report of SOY balances

Description of Issue

What is the best report to get Employee Accrual SOY Balances for a specific date?

Context
  • Enterprise ERP

  • Payroll

  • Employee Accruals

  • Employee Accrual History

Cause

Resolution
  1. Go to Employee Accrual History (Payroll>Employee Maintenance>Employee Accruals).

  2. Click History.

  3. Click Search

  4. For Reason, select 8-SOY Adjustment and define the type (if needed) and the start date to narrow the search then click Excel. 

  5. An Export Filter screen will come up. Select the fields for Export.

  6. Click Accept.

Additional Information

Exporting Earned/Used will show the SOY balances as of the defined dates. Exporting SOY balance will show the current SOY balance for employee. 









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