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3 results found
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1 vote
Appreciate you raising this idea. We understand the request for more control over how accounts are classified in the Statement of Cash Flows, such as the ability to prevent credit card accounts from being included in Cash and Cash Equivalents.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would help your reporting, add your vote and share when you’d find this most useful.
Justine Kennard
shared this idea
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27 votes
Hi everyone, thank you for sharing your feedback and voting on this idea.
A dedicated 63-day holiday report is not currently on our roadmap as our product teams are focused on upcoming changes to New Zealand leave legislation.
In the meantime, we suggest running the Leave Transactions report, where you can customise and select the relevant date range to extract the data you need.
We appreciate your input and will keep the community updated if our priorities change in the future.
An error occurred while saving the comment -
53 votes
An error occurred while saving the comment 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 IncomeLess Expenses
- expenses category 1
- expenses category 2
- expenses category 3
Total ExpensesNet Surplus/(Deficit)
Justine Kennard
supported this idea
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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.