UK Payroll - Leave Balances Report
Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense
Hi everyone, we have just released the Leave Requests report in UK Payroll. As mentioned earlier users with the Payroll Admin role will be able to access this report from the Reports Centre. This report lists the details for leave requested, approved and taken, for all employees or can be run for a singular employee. We appreciate while it addresses some needs here it is not the equivalent of the Leave Balances report and we'll keep this idea open and share if there is any work planned toward this specific report. We have also created a new idea to track the interest in a Leave Transactions report and I encourage those interested in this here to also join and support the idea for this.
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Adam Rowley commented
An essential feature.
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Lisa Ballard commented
I'm surprised this isn't a function already, it's a huge requirement to manage leave balances effectively
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Johanna Guest commented
This is essential
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Tanya Schmidt commented
It will be most helpful to be able to download a report with the following information: Opening leave balance, leave taken, and remaining balance, by an employee. And we should be able to customize dates. I'm referring specifically to the UK.
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Samuel Smith commented
It seems a basic functionality for line managers and/or payroll admins to be able to view their employees remaining leave allowances. If this isn't sorted soon, we'll have to revert back to our previous system as staff are unhappy.
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Tom Scott commented
Hi, I'd 100% support this request. We need to be able to download 4-weekly leave reports for working out staff targets. I would love to have this in a format where you can download a spreadsheet showing each staff member, each leave date, type (holiday, sickness or TOIL), and each leave duration.
Thanks! -
Lucy Drage commented
Please can you create a report for the UK? This seems like a basic report for HR software and is very critical for business needs. I will consider swapping providers if this isn't available through XERO soon.
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Bethany Haughey commented
This seems like such a basic request! Opening leave balance, leave taken, remaining balance, by employee. Or at the very least, a list of who has taken what leave and when in Excel format so we can report on it separately.
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Jess Bushby commented
Reporting on the data that goes into a system is a fundamental part of any leave tracking software.
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Joanne Troup commented
Please can you create a report for UK, that can show leave balances for all employees rather than having to look at each employee individually.
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Catherine McRory commented
Are there any updates on if/when this report will be available in the UK?
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Nathan Hart ACCA FMAAT AATQB commented
This absolutely needs to happen. I can't believe it isn't an option.
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Alison Smith commented
This is an essential report.
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Craig Dymott commented
Urgently required to support leave management. Would have thought it was a standard report for all payroll.
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Tom Blandford commented
definitely would be useful to help management (and staff) keep track of where they are with annual holidays
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Jayne Chapman commented
Urgently required to support leave management but please ensure this is not restricted to calendar year, we operate April to March leave
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Beam ABA Finance Department commented
With a high proportion of hourly UK staff, we need to know what balances are bring accumulated each month
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Maureen McAlindon commented
Would really like this report in UK. Other software providers have this report and it is very useful
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Caroline Ryan commented
I tried accessing a leave report today to show employees off for holiday monthly but couldn't find anything?
Is there one going to be published ? -
Naomi Aspin commented
PLEASE can we have Leave Reports for UK payroll showing both Balances and Leave Taken. I'm currently having to manually update around 30 employees every month into a spreadsheet and then share it to managers it's just so painful and time consuming. PLEASE Xero help us out in the UK!