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  1. 38 votes

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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how submitting leave requests for the next year impacts current leave balances.

    A workaround in Xero is to delay submitting or approving leave requests until the next year. We understand this may require payroll admins to track future leave outside of Xero.

    We’ve shared this idea with the product team however we need to be upfront here, there are no plans to work on this in the near future, so we'll update this to Not in Pipeline.

    We’ll keep you posted if our priorities change. Thanks for continuing to share your feedback as this helps shape Xero.

    Laura Sieczkowski supported this idea  · 
  2. 94 votes

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    Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.

    We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.

    We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.

    Laura Sieczkowski supported this idea  · 
  3. 273 votes

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    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…

    Laura Sieczkowski supported this idea  · 
  4. 44 votes

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    Laura Sieczkowski commented  · 

    I agree with the above recommendation by Shannon. The current reports aren't sufficient to easily see unallocated overpayments/prepayments. I find it hard to believe the balance in a contact record isn't reflective of these and only shows debit balances. It makes staying on top of credit balances very difficult, which in turn makes us less than proactive with customers who have money available to use.

    Laura Sieczkowski supported this idea  ·