AU Payroll: Hide zero balance leave types from Leave Balance report
Leave Balance Report - Updates need to be made to this report to make it more user friendly:
- exclude zero balances - there is no filter to exclude zero balances on a per employee or per leave type basis? once a leave type has been used in a payrun once it is forever on this report even if the balance is nil and no one in the organisation has a balance in this leave type?
- Include total in units column as well as amount column when sorted by employee or leave type
And while changes are being made.... could you please have an option to add this report to the custom management report package? This information can be vital for stakeholders when making business decisions and the fact that I can't easily report the provision for leave is crazy!
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Heya Mikayla, while you can't remove zero balance leave types on the Leave Balances report atm there is a workaround you could create by adding a Filter to the Leave Balances report for Amount.
If you set the filter for 'any' figure that is just above zero, but below what leave could be accrued (e.g. 0.00001) and Apply, the report will run without any of the zero balance leave types showing. 😉
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Dianne Lambert commented
I started using Xero Payroll at the start of the financial year and seriously regret it, the balances have been wrong from the start. Support gave me a calculation to correct them, spent two hours doing it........................ They all reverted to the incorrect on within a few days, what a waste of time, the employee side is shocking and I need to get away from it. No reports to help you get a snapshot!! Seriously people, you need to sort this out!!