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1. Payroll: Show employee leave balances when approving leave

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   44 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for continuing to follow along and join in the support of this idea, community. To reiterate on our last update we appreciate and understand the need in being able to easily view an employees' leave balances when reviewing leave.

   As already spotted from comments here, I'd like to share an update with the release of projected leave balances in Xero Payroll Australia. This feature has just been rolled out to Payroll admins, where you'll be able to view an employees estimated leave balance when adding, editing or approving leave. You'll be able to view a calculation breakdown and will see a warning when a leave request may result in a negative balance. Helping you to better assess and manage leave for your organisation. 😁

   We understand this feature is desired in other regions we offer Payroll and we'll continue to consider how this may be adopted in other places as we continue to plan our roadmaps. I'll share if there are any further updates surrounding this with you here.

   Thanks for continuing to follow along and join in the support of this idea, community. To reiterate on our last update we appreciate and understand the need in being able to easily view an employees' leave balances when reviewing leave.

   As already spotted from comments here, I'd like to share an update with the release of projected leave balances in Xero Payroll Australia. This feature has just been rolled out to Payroll admins, where you'll be able to view an employees estimated leave balance when adding, editing or approving leave. You'll be able to view a calculation breakdown and will see a warning when a leave request may result in a negative balance. Helping you to better assess and manage leave for your organisation. 😁

   We understand this feature is desired in other regions we offer Payroll and we'll continue to consider how this may be adopted in other… more

   Sean Choi supported this idea  ·  15 May, 2024

2. Notifications - Email/notification when items are Awaiting Approval in Xero

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   153 comments  ·  Users & setup » Navigation  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

   We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

   This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

   We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

   You can read more about the direction of this on The Long and Short of It and I’ll round back to share more as this feature is released.

   Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

   We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

   This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

   We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

   You can read more about the … more

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   Sean Choi commented  ·  07 March, 2023  ·  Edit…  ·  delete…

   Xero never fails to amaze me with the lack of very specific, yet basic functionality that is not implemented. Then there's a second wave of amazement when I see these requests have been open for 10+ years. I will now save this comment as this is a frequent comment made on these feature requests.

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   Sean Choi supported this idea  ·  07 March, 2023