Run Payroll Expense Allocation

Form ID: (MPPP5045)

The Run Payroll Expense Allocation screen lets you create expense allocation batches from multiple completed pay runs in one operation. Once created, allocation batches can be viewed and processed on the Payroll Expense Allocation Batches (MPPP35100) screen.

Form Toolbar

The form toolbar includes standard and form-specific buttons. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific buttons are listed below.

Element Description
Process Generate allocation batches for the selected pay run(s).
Process All Generate allocation batches for all pay runs in the main table.

Summary Area

This area contains filters that let you choose the pay runs you want to generate allocation batches for.

Element Description
Action Select the action that should be performed when processing pay runs. Choose from:
  • Allocate - allocation batches will be created for the selected pay runs.
  • Mark as Allocated - the selected pay runs will be marked as having been allocated, but no allocation batches will be created. This option can be used for historical pay runs whose expenses were allocated before the payroll expense allocation features in MYOB Acumatica were implemented.
Posting Date Enter the posting date for allocation batches created by this screen.
From / To Enter a date range to filter the list of pay runs by.
Pay Group Select a pay group to filter the list of pay runs by, or leave this field blank to show pay runs for all groups.
Show All If this box is unticked, the main table will show only pay runs that need to be allocated, i.e. pay runs where the Allocated and Mark as Allocated boxes are unticked. If the box is ticked, all pay runs that meet the other filtering criteria will be listed.

Main Table

The main table lists all completed pay runs that meet the filtering criteria.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Element Description
Pay Run ID The pay run for which leave entries are listed.
Pay Run Status The status description of the pay run.
Pay Group ID The pay group that the pay run applies to.
Pay period starts The period start date for the pay run.
Pay period ends The period end date for the pay run.
Description The pay group's descriptive name.
Allocated This box is ticked if allocation batches have already been created for the pay run.
Marked as Allocated This box is ticked if the pay run has been marked as allocated using the "Mark as Allocated" action.