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'Payroll reporting: Accrued Leave Balances' has been merged into this idea

Payroll & expenses: Payroll

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AU Payroll - Leave report with running balance

Be able to produce a payroll report for leave balances with a running balance. I want to be able to see all leave accrued, leave taken and the running balance in one report.

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Lia Demaria shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminSophie Lewis (Admin, Xero) responded  · 

Hi everyone, thanks for your suggestions regarding consolidating the information provided in the current leave reports and the suggestion to include a running leave balance.

We appreciate that the current leave reports in Xero require exporting out of Xero and manual work to track running balances. We hear that this can add time to your workflows.

After reviewing this idea, we're updating this idea to Not in Pipeline. Whilst we can see the value to you for this particular report configuration, this isn’t an idea that’s on our product teams foreseeable roadmap.

We know this isn't the outcome you hoped for, and we value your input as it helps us understand what matters to the community. The idea remains open for votes so we can continue gauging interest. We’re constantly reviewing the level of support for your ideas, so will keep you updated if the status changes in the future.

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  • Stacey Danson-Osborne commented  ·   ·  Report

    Why are Xero not taking this as being important? Rather than charging us all more on subscriptions to make pointless changes to sales invoices that no one likes or even wanted, they need to spend the time creating an important report that we have been asking for for years. They seriously need to sort out the payroll side of things in Xero as it is shocking and always has been.

  • Jan Ren commented  ·   ·  Report

    Xero: Payroll running and accrued balance.

    Xero provides a running balance if the base rate is set up in the template. However, Xero currently lacks an accrued balance report for a specific pay period. To enhance functionality, Xero should improve its running balance reports to work with or without a base rate in the template. Additionally, it would be beneficial for Xero to introduce an accrued balance report for pay periods.

  • Tanya Spence commented  ·   ·  Report

    I can't believe that this is not possible with the current reports. Surely this cannot be difficult!!???!!!

  • Emmanuel Njoku-Ama commented  ·   ·  Report

    agreed! for better internal management decision and ease of end of year leave accrual

  • Britte Van Der Merwe commented  ·   ·  Report

    Getting a lot of staff asking for this, so would be really helpful without having to address this manually.

  • Britte Van Der Merwe commented  ·   ·  Report

    REPORTS:
    Need "leave balances" + "leave transaction" report to include the "accrued balances" as a separate line also, so this can be reported on by employee on request.

    Company opted to unticked the option to included leave in advance to balance because this is causing issues for the business, so now only showing entitled leave balances (after anniversary) and not the accrued leave?

  • V Fraser commented  ·   ·  Report

    This is not hard and would save me endless hours of updating excel spreadsheets with a leave balance report that shows all transactions in and out that actually totals itself!!!!!!