Enter your idea

It feel like this should be a simple feature that is so necessary for many reasons.
Please bring this in as soon as possible.

If someone submits a leave request months ahead of their planned leave (which is good and useful for their team to manage projected workflows) then Xero immediately takes this into account so staff may then appear to have a significant negative leave balance. Our protocol is to avoid negative annual leave balances where possible because it's a debt to the business, so we have to manually calculate what they will have accrued by the planned leave date to ensure they are as close to a positive balance as possible. And then if that staff member submits another leave request for time BEFORE their future (previously submitted) leave application they go alarmingly into negative so we have to make additional manual calculations to get the true accrual figure at the leave date/s. Don't even get me started on how we plan for the office shutdown over Christmas... So why, Xero, with all the technology you have at hand why do we still need to whip out the calculator or set up formulae in Excel to manage this??

Hi Mitchell

Thanks for getting back in touch.

At this stage there are no immediate plans to work on the projected leave balance feature request.

While I understand this was not the answer you were looking for, I would encourage you to keep checking the product idea link for any updates.

Warmest Regards,

Zoe

I am in support of this 100%. I thought this would've been a standard feature and I would love to see this as an option in Xero Payroll moving forward.

Seriously? I'm new to Xero and am shocked that this is not a standard procedure

This is NOT rocket science. We had this in payroll systems back in 1980's !!! Come on Xero, stop focussing on new features you think your customers want and get us what WE actually need and want !!!

This is so critical for payroll!

I agree that this would be very beneficial. Manually calculating can be cumbersome and time consuming.

This is an absolute necessity for approving Annual Leave, it shouldnt need to be manually calculated especially at Office Closure times for multiple staff

Seconded to a previous comment, it's that time of year where we need to project balances for leave of Christmas office closure and it would be really helpful.

I have to manually work out the employees projected leave for the Christmas shut down so this would be extremely helpful.

Such a critical feature that is needed for payroll

A projected leave balance report would be so beneficial for my organisation. Currently, I run the Leave Balances & Leave Requests reports then using my excel skills combine the two to try and predict the accrued leave balance of the leave requests to find out whether that employee needs to apply for leave without pay. This can take a full day depending upon interruptions!

I wholeheartedly agree that having the capability to project leave would not only be helpful but I'd argue, necessary! We recently moved across to Xero payroll when we moved our financial management to Xero. I was not aware of this lacking feature before the move, and I may have reconsidered it I was.

In AU Payroll - can you please add the projected leave balance.
This would be really helpful for employee to plan their leaves.

I've tried reaching out to Xero through multiple channels and people. No one willing to give a response as to even if this is under consideration or already in the pipeline. Given it annoys every user (being an accountant or an employee just using Xero Me) I'm staggered it isn't already in place.

So many HR/payroll systems already offer this very simple figure, this is a no brainer!

This is an ongoing issue for our business. As we approach the end of the year when most people take leave, I have to undertake numerous manual leave prediction calculations. Staff have also requested this feature as they are used to having it in other workplaces (that don't use Xero).

Have the ability to project leave balances for a future date to assist with leave approvals

Backing up that this would be very helpful for us to help plan leave with employees to ensure they don't venture into unpaid leave territory for leave that is a decent amount of time in the future.