The Opening Balances settings page allows the user to configure the initial financial year for your business as well as import/export the opening balances for employees in the business.
To get to the Opening Balances settings page, go to 'Payroll Settings' > 'Business Settings' > 'Opening Balances'.
The following page will be displayed
The initial financial year for the company may be adjusted here. This is the year that the opening balances for Gross/PAYE/Pensions will apply to. (Leave balances are simply adjusted by the opening balance specified).
- To Import the opening balances, click on the Import button
- To Export the opening balances to a CSV or Excel file, click the Export button
- To configure the opening balances for a specific employee, open up the employee file and then go to the Opening Balances section.
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