AU Payroll - Select multiple leave types in the Leave Balances report
I would like to be able to select the leave types in the leave balance report. As at today it gives you all leave types in the report. You cannot filter either as it only allows filtering of amount, employee group and units.
Rebeka Nyland
shared this idea
Hi team, as you've noted there isn't a way to select multiple specific leave types in the Leave Balances report.
Right now you could run the report for all leave types, and click the leave type column header to sort the leave types together.
From here if you export to Excel you could then delete the rows of the leave types you don't want, and recalculate the totals such as amount.
Alternatively, you can select one leave type at a time and run the report for each required leave type.
We'll keep a track of the volumes of support this idea receives here and share if there are any updates.
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Peter Melbin
commented
I have encountered the same problem. The situation that I have involves an employee who has continued employment but under conditions that have changed over time. I have 2 leave items that were created for an initial purpose and are not longer required for this ongoing employee. I would like to be able to remove the "zero" reference to the two unwanted leave types when I run a Leave Balances Report. I am aware (and do) download the Report via Excel and do a manual adjustment to remove the zero references but I would like to be able to filter at the Xero Report stage. It would seem feasible to introduce a filter to select/deselect leave items (in a similar manner to pay items) for the Leave Balances Report without affecting the retention of historical employee records.
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Rebeka Nyland
commented
To be clear I would like to select 2 or three out of 8 leave types, I can only choose all or one at a time.