Accrual Balance Summary Report

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An accrual balance report tracks employees' accumulated leave, including vacation, personal time off (PTO) and sick leave. It provides details on leave types, accrued amounts, usage, and remaining balances (depending on the Time Period selected), assisting both employees and managers in planning time off. This report ensures compliance with leave policies and labor laws, accurate payroll processing and aids in financial planning by identifying leave liabilities.

NOTE: For an overall view of an employee's accrual balances the time period is critical. Consider using the "Overall Balance" template, selecting "All Years" time period to ensure all accrual records that make up the final balance are included in the report. Final balances can be also be viewed from Attendance > Accrual Balances.

See Reports for information common to all reports.

Accrual Balance Summary Report Templates
TEMPLATE	DESCRIPTION
Accruals By Account	Shows accruals grouped by accounts.
Accruals By Type	Shows accruals grouped by type.
Accruals By Type/Employee	Shows accruals grouped first by type and then employee.
Accruals By Account/Employee	Shows accruals grouped first by account and then employee.
Accruals By Account/Type/Employee	Shows accruals grouped first by account, then by type and then employee.
Accruals By Account/Type/Employee/Date	Shows accruals grouped first by account, then type, then employee and then date.
Accruals By Account/Type/Date	Shows accruals grouped first by account, then type and then date.
Accruals By Employee/Account	Shoes accruals grouped first by employee and then account.
Overall Balance To Date	Provides the overall accrual balance to date. For accrual balances (including past and a year into the future), use the Time Period, All Years or the Overall Balance Template.
Overall Balance	Provides the overall accrual balance. The default Time Period is All Years, which includes the past and a year into the future..