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payroll year to date help

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  1. #1
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    03-04-2014
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    Excel 2007
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    Re: payroll year to date help

    Can you tell me to make it keep the first year to date total and pick it up on the next pay period and add it to the new time sheet. when I use the blank time sheet I save as and use the pay period ending date to save it. I need to be able to have the year to date saved on the blank so that each time I use it for a new pay period it will add the new total to the total from the last pay period.

  2. #2
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    Re: payroll year to date help

    Hi Robert1960

    Start the year with nothing in columns U onward. The YTD will then be the same as this period.

    To move to the second period, you need to do a "save as" (eg Period1 / date / or something else unique). (See Note below). Go back to your original sheet and copy the data from ytd to column U, but paste values only.

    YTD will then be this period plus Column S

    To move to the third period do another "save as" and then on the original sheet you have to decide. Either (a) copy YTD to column W or (b) insert a new column to the left of U and copy there. (a) is (slightly) easier BUT you have to ensure each period that the formula in column S includes all relevant columns. (b) the formula is automatically correct - which is why I always use (b).


    Note - at the end of the year you will end up with your "active" sheet plus 26 period sheets - Seems a lot, but you need a way to get back to each period's payslip.


    Hope this helps

    Regards
    Alastair

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