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Transaction Timing & Projected Balances

When you think of account balances, money likely comes to mind. If you pull up your checking account, you typically have two balances displayed... "Current" Balance * Money that you have RIGHT NOW, not taking into account pending transactions or upcoming deposits/withdrawals. "Spendable" Balance (aka "Pending" …

Accrual Rules

If your department has time bank/benefit time accruals (be they weekly, pay-period based, yearly, etc.) our system allows you to set these up to automatically deposit at the appropriate time and rate. You can even set these rates/frequencies on a user-by-user basis. Establish Base Accrual Rules To begin, go here …

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