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Question

Paid Time Off Requests Workflow

  • July 15, 2026
  • 0 replies
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Has anyone built or customized a Paid Time Off (PTO) request workflow in Acumatica? This would be a rather simply process.

  • Employee selects the date(s) they want to request off.
  • Optional note can be added.
  • Request is submitted to a designated approver.
  • Approver can approve or reject the request.
  • Employee receives a notification of the action.
  • Global dashboard to view all requests.

A nice-to-have feature would be tighter integration with timecards. Once the employee's weekly timecard is created, any approved PTO dates would automatically populate as PLT / Vacation without the employee having to enter them manually.

Has anyone seen something similar to this?