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PTO Carryover Expiration

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Posted on by WindyCityGP

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How can you setup a PTO schedule that would allow a person to carryover any remaining PTO at year end, but that carryover must be used by 3/31 of the following year or lose it?

Thank you for your suggestions.

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Microsoft Dynamics GP

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WindyCityGP 1,045 on at

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RE: PTO Carryover Expiration

Thank you, Margi! I was hoping that by using 2 schedules something could be done, but totally understand your solution. It will be a little daunting with the # employees, but doable.

Have a great weekend!
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Margi Jandro on at

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RE: PTO Carryover Expiration

Hi,

There would not be any method in Microsoft Dynamics GP by default that would automatically remove just unused carryover PTO hours by a certain date; in your case 3/31/2020; unless you have a customization or add-on product that has the ability to do this.

My recommendation would be to create a SmartList showing employees with unused carry over hours as of 3/31/2020, then remove the unused hours by updating the available PTO hours in the employee’s record by going to Cards >> Payroll >> PTO >> click on GoTo Button >> PTO Adjustment Entry.

I hope this helps!

Margi Jandro

Microsoft Support