How to view the leave ledger#
For: Manager | Admin You’ll need: Nothing.
You’ll find the append-only ledger of every leave-balance change and learn how to read its signed amounts.
Open the ledger#
In the sidebar, open Company → Time & leave → Leave transactions.
The list shows one row per balance change, oldest first by default — deliberate, so you can read the running total top to bottom. Each row carries the person, leave type, transaction type, signed hours, effective date, and a free-text note explaining where the row came from (for example “Carry-over from 2025-01-01 – 2025-12-31 leave year”). There is no source column or link — the note carries the story.
Admins with the right permission also see ‘Create’ and ‘Import’ buttons above the list — for posting a manual Adjustment and for importing payroll-owned balances. Existing rows are never edited or deleted.
Read the transaction types#
Type |
Sign |
What posted it |
|---|---|---|
Grant |
|
Leave-year rollover — the entitlement granted for the new leave year (prorated for new joiners in fixed-date mode). |
Accrual |
|
Interval accrual fired by the daily background task, or hourly accrual from a confirmed time entry. |
Booking |
|
A leave request was approved. Written for every tracking mode — balance, spell, and unlimited alike. |
Adjustment |
|
A reversal — when approved leave is revoked, withdrawn, or re-booked after an end-date change: a positive row dated the day it happened, linked to the booking it reverses — or a manual correction posted by an admin. |
Carry-over |
|
The leave year rolled over; leftover hours carried into the new year. |
Expiry |
|
A carry-over passed its expiry deadline; unused hours were wiped. |
How reversals read#
A reversed booking and its Adjustment void each other pairwise, through the link the Adjustment carries to the booking it reverses. Both rows stay visible in the ledger, and together they net to zero — neither counts toward the balance.
Filter and sort#
Click the filter icon in the toolbar and pick a property — ‘Person’, ‘Leave type’, or ‘Transaction type’. Set its value, click ‘Apply’, and repeat for the next one. There is no date-range filter. Each filter shows as a chip below the toolbar; × removes one, ‘Clear’ removes them all.
Click any column header to sort.
When you’re investigating “why is this balance off?”, filter to the person and one leave type and read top to bottom — in the default oldest-first order, the running total reconstructs itself row by row.
Verify it worked#
The signed-hours column adds up to the balance shown elsewhere. The last row matches whatever last happened — an approval, a leave-year rollover, a revoke or withdrawal — and its note explains why it exists.
Tip
The ledger is the source of truth for balances shown elsewhere — on the request form, on the worker’s own page, in payroll exports. If something there looks wrong, start here.