Hey Craig - the student loan YTD is an option within the 'Employee Export > Include Year to dates'. This then Imports to populate the opening balances.
The enhancement is now live. I would always advise, like tax & national insurance, the student loan/post grad loan is always reconciled before running the payroll so no issues will later occur with HMRC.
Hey Craig - The year to date for student loan has now been added. This will also include any student loan year to dates in the opening balances. I will review the CSV import and come back to you.
Hey Craig - the student loan YTD is an option within the 'Employee Export > Include Year to dates'. This then Imports to populate the opening balances.
The enhancement is now live. I would always advise, like tax & national insurance, the student loan/post grad loan is always reconciled before running the payroll so no issues will later occur with HMRC.
Thanks Izzy,
We didnt import any Student Loan YTD balances as it was not an option on the CSV spreadsheet.
Has this gone live now? As sounds like we might need to go back and manually add the student loan opening balances.
Hey Craig - The year to date for student loan has now been added. This will also include any student loan year to dates in the opening balances. I will review the CSV import and come back to you.
Hey Craig - This is currently being worked on and will be available within the next 2 weeks.