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  1. NZ Payroll - 63 day holiday report

    26 votes

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    5 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

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    Justine Kennard commented  · 

    Having a specifically named report would be ideal. But in the interim isn't the solution either having a help page that says Run the leave transactions report, enter the required date range such as 1/4/2026 - 2/6/2026, export to excel, total the Amount column for Taken Leave. Alternatively, the quick fix would be for your developers to duplicate your Leave Transaction Report and rebrand it Leave Taken within 63 days, set the default date to the 63 days post the client's balance date.

  2. Profit and Loss - Tracking categories in rows and annualised per periods (in columns)

    51 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Justine Kennard commented  · 

    The advantage of this is that when it comes to preparing annual financial statements, you could report by division at a summary level, as opposed to line by line (which is what IR wants). This style of reporting is what is often required for not for profits or large sporting organisations such as Rugby and Cricket.

    eg
    Income
    - income category 1
    - income category 2
    - income category 3
    Total Income

    Less Expenses
    - expenses category 1
    - expenses category 2
    - expenses category 3
    Total Expenses

    Net Surplus/(Deficit)

    Justine Kennard supported this idea  ·