Why is my month-end summary showing more than one months figures on it?
Article ID
7435
Article Name
Why is my month-end summary showing more than one months figures on it?
Created Date
6th April 2017
Product
Earnie
Problem
Why is my month-end summary showing more than one months figures on it?
Resolution
If you are using the option – Since last Clear Down
When using Since last clear down the software accumulates the payroll values until the user decided to perform a month-end. This sets all elements back to zero. If this is showing more pay periods than you expect it is because you did not click Yes to month-end processing the last time you produced this report.
In this situation there is no easy way to correct the report. Print the report as is and pay HMRC the difference between this report and the previous one. Otherwise, you would need to undo payroll, reproduce the previous report and say yes to month end processing and then re-run the next period(s).
We recommend you use the option Based on Tax Calendar instead. This option splits the payroll elements based on the pay date used when processing and doesn’t actually clear down the totals.
If you are using the option – Based on Tax Calendar
Using this option, if you are seeing more pay periods that you expect you need to check the pay dates Earnie has for those periods. The software will use the pay date to separate out the payroll values into the appropriate tax months. Any pay dates between 6th April and 5th May will be classed as month 1. It is likely you have processed payroll with the wrong pay date selected. Check the displayed date on the payslips and see where they fit into the tax calendar.
If you find that you have processed pay with the wrong date we have a utility you can use to correct the date without having to undo and reprocess payroll.
NOTE: This is suitable for use only with Earnie. Do not use with IRIS Payroll Business, IRIS Bureau Payroll or Earnie IQ.
Once you have saved the utility above:
- copy the file into your program directory.
- To run double-click on the file
- Select the company you want to change
- Select the period(s) you want to change
- Manually enter the correct Tax Year TYPE the tax year into this box, do not select from drop down menu
- Click on the button next to the date box and choose the new Payroll Date.
- Finally, click on the Amend button and then click on yes to confirm the process.
Once completed log back into payroll and produce the month end report again.
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