Enter or modify a payroll initial balance

You can enter or modify initial balance entries with the Enter Payroll Initial Balances screen. You can modify a payroll initial balance entry as long as it hasn't been posted yet.

  1. Open the Enter Payroll Initial Balances screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Employee field, do one of the following:

    • Enter the code of the employee for the payroll balance.

    • Click to select the employee for the payroll balance from a Lookup List.

  4. If you selected a Canadian company, in the Province field, do one of the following:

    • Enter the code of the province for the payroll balance.

    • Click to select the province for the payroll balance from a Lookup List.

  5. In the Year field, click to select the payroll year.
  6. Press Tab.
  7. Complete the fields as described on the Enter Payroll Initial Balances Screen Field Reference.
  8. Click Save Balance.