Hello!
Does anyone have any clients who accrue their PTO by anniversary date and not calendar date?
How do you handle that?
Thank you!
Best answer by mikedavidson07
View originalHello!
Does anyone have any clients who accrue their PTO by anniversary date and not calendar date?
How do you handle that?
Thank you!
Best answer by mikedavidson07
View originalFYI - Acumatica doesn’t have the ability to reset on an anniversary date. It will look at the date on the PTO bank itself and disregard what is on the employee file for a reset date.
This is handled by the date you enter into the “Start Date” once the PTO Bank code is assigned to the employee record on Payroll Employee Settings screen.
Here is some information regarding the calculation of PTO as it relates to carryover vacation time.
Some screen images:
Notes:
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