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AU Payroll - Calculate future leave balances for employees

For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.

I hope this idea is backed and implemented.

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Vanessa Jahani shared this idea  ·   ·  Report…  ·  Admin →
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  • Paul Kougious commented  ·   ·  Report

    It is a little silly that it isn't currently a feature, and even for our small business employees ask this question all the time. While I can calculate based on current balance plus leave accrued per pay cycle, it is definitely not fast and easy like most of the rest of Xero's features. Please add this!

  • Fiona Pengel commented  ·   ·  Report

    This is standard in most other payroll packages. Please do something about this

  • Suzanne Beckley commented  ·   ·  Report

    This is a fundamental part of payroll processing. Please implement as soon as possible.

  • IDA Accounts commented  ·   ·  Report

    Agreed with Vanessa Jahani! this is a feature needed in XERO for both employees and employers

  • Kim Watton commented  ·   ·  Report

    I too have to create a projected leave balances spreadsheet but it would be good if Xero had this function as a report. I know MYOB does

  • Linda Capes commented  ·   ·  Report

    Can we change the leave balance report to generate at a future date please. At the moment the report can be generated as at today, or a past date. If the payment date of the next payrun is in the future, the leave taken in that payrun is not included on the report, which means the balance could be incorrect.

  • Mitchell Jones commented  ·   ·  Report

    I've had to create my own spreadsheet where you can dump in leave balances after each payrun. It then has a section for leave booked in or requested and forecasts leave balances out into the future

  • Lyn Birnie, Treasurer commented  ·   ·  Report

    I have raised this before. It wastes so much time having to manually calculate future leave availability so you can approve leave applications.

    This is especially tedious at Christmas, when our office closes for three weeks. Adding in public holidays and consideration of the rosters of part-time staff who work only some days of the week, a lot of time is wasted and accuracy risked.

  • Mitchell Jones commented  ·   ·  Report

    To me this is a function that every Xero business would want implemented and one that is in almost every other HR system I've ever used

  • Lyn Birnie, Treasurer commented  ·   ·  Report

    Currently a lot of manual calcs are required to pay an employee in advance eg before Christmas shutdown or to calc if employee has enough leave before approving leave

  • Eleisha Strang commented  ·   ·  Report

    We would like this feature as well, as we would use it for cash flow projection regarding long service leave.

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