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Deadwood Al
January 11, 2025
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Payroll item setup question

  • January 11, 2025
  • 1 reply
  • 0 views

We have had a problem in the PTO not accruing correctly or maintaining the correct balance, and I'm wondering if we have an issue in Payroll Item Setup.

 

The Payroll Item for PTO-Salary was set up as Yearly Salary and I'm wondering if it should have been set up as "Sick Leave" or "Vacation Leave"? When we run a detail report and include hours, it does show hours in sick, so I guess I'm not sure what the impact is when selecting Sick or Vacation in the Payroll Item Setup screen? Does is matter? If we use PTO instead of Sick and Vacation, do we use "Sick" or "Vacation" to track that? The help information that comes up from the Help icon is totally worthless, QB help documentation is poor.

    Best answer by FishingForAnswers

    @Deadwood Al  The setup impacts whether applying hours to the payroll item in question on a paycheck will reduce the available vacation or sick hours.

     

    QB only offers two options for tracking things like sick or vacation pay which are, well, sick or vacation days.

     

    If you plan to co-opt one of those two for PTO days instead, you'll want the PTO item to be coded as the one you chose, either sick or vacation. Doesn't really matter which one you go with.

    1 reply

    FishingForAnswers
    FishingForAnswersAnswer
    January 15, 2025

    @Deadwood Al  The setup impacts whether applying hours to the payroll item in question on a paycheck will reduce the available vacation or sick hours.

     

    QB only offers two options for tracking things like sick or vacation pay which are, well, sick or vacation days.

     

    If you plan to co-opt one of those two for PTO days instead, you'll want the PTO item to be coded as the one you chose, either sick or vacation. Doesn't really matter which one you go with.

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