You can import the opening balances of the leaves when you are doing the initial configuration of the leave module. If you are using our software in the middle of the Financial Year, you can import the leave balance from your previous payroll system. Once the import is done, it will override the existing opening balance of the leaves.
To import Leave Opening Balance,
On the Home Page click “Transactions”.
Scroll down to Utilities.
Click “Legacy Data”.
Click “Import Leave OB” Under “Import”.
Enable the Check box “Pull OB data with template”.
(The existing opening balances along with the template is displayed)
Click “Generate Template.”
Update the leave details under the “OB import” sheet in the generated Excel workbook and “Save” the file.
Click “Choose file” and select the file.
click “Import” and click “Save”.
