Show Wrapbook payroll line detail on split actuals at the budget-line level
O
Olga Kotova
Problem
A Wrapbook payroll import comes in as one actual, for example “Payroll – $4,000”. When the user splits it and assigns each portion to a budget line, the budget line only shows the general “Payroll” title and the amount allocated to it. You can’t see which payroll lines (employee name, line-item breakdown) make up that amount.
Example
The Payroll split actual is $4,000, and $100 of it goes to Stacy’s budget line. When you drill into Stacy’s line, you currently see “Payroll – $100”. The user expects to see the Wrapbook line(s) for Stacy, with her name and line-item detail.
Requested behavior
Each split allocation keeps the source Wrapbook line detail (at least the employee name, plus the line-item breakdown if available) and shows it on the budget line instead of only the parent actual’s title.
Drilling into a budget line’s actuals lists the matching payroll lines directly.