I can share some ideas on how you can track the PTO balance for that date, LeeanneSar.
Please take note that the Vacation and Sick Leave report only shows the current vacation or sick time balance. The available balance for historical data will not reflect.
Since you're able to track what they've used last year, you can manually subtract that amount to their current time balance. After that, add or subtract the result to what they've used or accrued for this year.
To easily compute and compare the data, I recommend exporting the Vacation and Sick Leave report to an Excel file. Here's how:
- Select Reports from the sidebar menu.
- Under the Payroll section, choose Vacation and Sick Leave.
- Click Run Report.
- From the Share drop-down menu, choose Export To Excel.
Once everything is sorted, you may now submit the file to your accountant. Additionally, I've included an article that will help you track where you're business stands in terms of payroll and employee expenses: Run payroll reports.
If there's anything else I can do for you, please let me know by dropping a comment below. I'll be around to help you.
