Issue/Symptom/Question

Under the Paid Time Off category, there’s a ‘Direct Charging” tab, what does this do? 

Environment

Penta for Windows

Windows Used in Article:

Payroll>Setup>PTO, Hours Classification Codes and Overtime Rules>Paid Time Off Categories

Payroll>Setup>PTO, Hours Classification Codes and Overtime Rules>Hours Classification Codes

Resolution/Fix/Answer

Navigate to the Paid Time Off Categories window and to the Direct Charging tab 

The Direct Charging tab allows you to define rules for charging a payroll class’s accrued paid time off expenses to Jobs and specific Cost Types & Costcodes, Work Orders and specific Cost Types, Fixed Assets and Expense Categories, and GL Accounts for the actual cost of the PTO charges.

For Job and Work Order charging use the Distr Type # field to indicate whether to add the paid time off cost to the Job/Cost Type/Costcode that was entered in timecard entry or to allocate it to a different Cost Type/Costcode.

Entry on this tab is optional. Entering nothing on this tab indicates the PTO cost is either not charged to job cost on an actual basis, or that the cost of the PTO is charged to job cost in some other manner (e.g., standard charge rate, overhead distribution rule, etc.).

Use the Applied Acct # to enter the credit GL Account # to be used for this entry which would be the GL Account that is set up in the Hours Classification window for a given PTO Code if applicable.