Hi PatReynolds, you can manage which payroll users have access to approve leave requests within the payroll settings (Payroll settings > Manage users); a user with full access can view, create and approve the requests, however for user set to Employee access, you will need to select one of the below: View Leave Requests: can only view leave requests (ie. read-only).Create Leave Requests: can only create leave requests but not approve or view leave requests. Once created, leave requests cannot be edited.Approve Leave Requests: permissions of ‘View Leave Requests’ and ‘Create Leave Requests’ as well as the ability to edit pending requests and approve requests.

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How do I set the approver for leave in QBO

Forum|Forum|5 years ago
August 24, 2020
2 replies
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QuickBooks Online

Best answer by GeorgiaC

Hi PatReynolds, you can manage which payroll users have access to approve leave requests within the payroll settings (Payroll settings > Manage users); a user with full access can view, create and approve the requests, however for user set to Employee access, you will need to select one of the below:

View Leave Requests: can only view leave requests (ie. read-only).
Create Leave Requests: can only create leave requests but not approve or view leave requests. Once created, leave requests cannot be edited.
Approve Leave Requests: permissions of ‘View Leave Requests’ and ‘Create Leave Requests’ as well as the ability to edit pending requests and approve requests.

R

RCV

QuickBooks Team

Thanks for checking in with us, eddie-paterson.

If you're using QuickBooks Online (QBO) Advanced Payroll, you can create a new pay run to enter and apply a leave application. If any employee has applied for leave, it will appear under the Weekly Period Ending heading.

Here's how to enter leave taken during the pay run:

Choose the employee to open the employee's pay run details.
Tap Actions.
Select the Take Leave option.
When you select Take Leave, a new line will show under the Leave Taken heading.
Enter the details in the Leave Category, Notes, and Hours Taken fields.

For more details about adding a leave, check out this article: Entering leave taken in QuickBooks Online Advanced Payroll.

Then, leave requests will appear in the appropriate pay run and can be entered by selecting Apply when you hover over the request. To apply the leave application, just check out this article for more details: Apply a Leave Application to a pay run in QuickBooks Online Advanced Payroll.

To learn more about managing leave, refer to this article: QuickBooks Online Advanced Payroll Hub. Then, go to the Leave & Statutory Payments section.

That should do it. I'll be right here to continue helping if you need a hand with running payroll reports or any QBO related. Have a great day ahead.

P

PatReynolds

How is the process of applying for leave managed? I can see that employeers can apply for annual leave, but where can I specify the person who will grant permission (or not)? Same person would be notified for statutory leave (e.g. sick days, maternity) but not given the chance to decline.

G

GeorgiaCAnswer

Level 13

Hi PatReynolds, you can manage which payroll users have access to approve leave requests within the payroll settings (Payroll settings > Manage users); a user with full access can view, create and approve the requests, however for user set to Employee access, you will need to select one of the below:

View Leave Requests: can only view leave requests (ie. read-only).
Create Leave Requests: can only create leave requests but not approve or view leave requests. Once created, leave requests cannot be edited.
Approve Leave Requests: permissions of ‘View Leave Requests’ and ‘Create Leave Requests’ as well as the ability to edit pending requests and approve requests.

E

eddie-patersonAuthor

Thank you. However, not quite what Im looking for. At the moment when a leave request is raised QBO sends and email to our Accountant as well as a Director. I only want the request to go to our Director. How do I do that?

G

GeorgiaC

Level 13

Hi eddie-paterson,

Thanks for getting back to us on this thread. Do you have the correct correspondence address entered within the payroll settings (Payroll settings > Details > Contact email address)? 🧐

E

eddie-patersonAuthor

Hi

It is set for our accountant - she does our payroll and accounts, but is not an approver for leave (or expenses). Is there a way to separate the functions?

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