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Roll Over Incremental Vacation Plan Ending Balance To Front Loaded Vacation Plan Beginning Balance

Received Response


Hello Everyone,

We have a need to roll over the ending balance from our incremental vacation plan to the beginning balance of our front loaded vacation plan on January 1 of each year.

Is it possible to update the front loaded vacation plan Accrual Matrix fast formula as follows:

. Jan 1 of each year it performs the Get Plan Balance function to get prior year's ending balance from the incremental vacation


. Load the obtained incremental end of year balance into the front loaded plan beginning balance for the new year

Or is there another approach or different of Fast Formula that could be used?

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