Neil Catubig SUPPORT ESCAL ENG

Currently, there is no 'Project' field that can be configured and added into the Invoice capture app, for validation and linking purposes.

For businesses that deal with a high-volume of Project-related PO/PO Invoices, that information is pertinent and will help in correctly capturing/linking the captured invoices.

Thank you!

There appears to be an issue with the leave accrual calculations, as the system does not seem to take into account the employee's working calendar. For example, if an employee works 6 hours a day 3 days a week, the leave accruals should be calculated based on this schedule. However, the system currently accrues leave based solely on the default leave plan, without considering the employee's specific working hours or days.

=

Expectation, the system must consider the employee working calendar to arrive to the right calculations. My expectation the monthly accrual should be:

Part time employee 

Hours per day Working days per week Total hours per week (Hrs) Total hours per month Leave entitlement (Hrs)

6 3 18 72 5.4

However, if the employee is a full-time employee, then calculation should be:

Full time employee

Hours per day Working days per week Total hours per week (Hrs) Total hours per month Leave entitlement (Hrs)

8 5 40 160 12

=

It needs to be noted that it can happen that Customers can have around 30 different Working calendars, with different configurations of work- hours per day, and work-days per week.

We’ve looked into it and here are our findings:

++

A. When using Accrual type: Hours worked, it is not calculating the Leave accruals based off the Employee’s work calendar.

It seems tied up to actual worked hours recorded against the Employee, which is not applicable to the Client’s requirements (as not all Employees will be linked to Timesheets/Hours journals).

B. A Leave plan with an Accrual frequency of Weekly/Monthly can be used, but then the users would need to define the ‘Accrual amount’ per week/month for each Leave plan that is defined for each Working calendars (noting that the Client has around 30 different Working calendars).

For example, for a 6-hr/day, 2 day/week work week, they would need to create a specific Working calendar for that as well as manually create an equivalent Leave plan like the following:

Part time employee

Hours per day Working days per week Total hours per week (Hrs) Total hours per month Leave entitlement (Hrs)

6 2 12 48 3.6

You would then need to multiply that to how many Work calendars they have and multiply that to how many leave types they have (at least 5 Leave types).

Whereas, if we have an oprtion or a way to calculate the Leave accruals based on the work hours/days that the Employee is set up with (against a Work calendar), they'd only need to set up a single Leave plan (for each Leave type) applicable across all Employees (even though they’d have different work hours/days).