How To Review Your Annual Leave Balances In Xero

Assuming your Xero is up to date and your payroll’s been done correctly, you can check where a team member is at if you’re considering restructuring your team or redundancy.

  1. Under Accounting, click on Reports
  2. Scroll down to Payroll Reports and select Leave Balances
  3. to effective date, put in today’s date then select update

This is where you can view what your leave balance is for your employees. It will also list out the types of leave they have e.g annual leave or personal/carer’s leave. You may want to group them by the leave type such as annual leave so you can view the hours and the dollar figure as well.

If you need to have a chat with an Accountant about your business – book in a free Strategy Chat with an Inspire Life Changing Accountant today – https://inspire.accountants/chat/

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