How do I set the approver for leave in QBO

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:

1. Choose the employee to open the employee's pay run details.
2. Tap Actions.
3. Select the Take Leave option.
4. When you select Take Leave, a new line will show under the Leave Taken heading.
5. 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. 

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?

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)? 🧐

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?

Hello Eddie-paterson, 

There is no way of being able to separate the function in Quickbooks to do this. 

Same question from me. There seem to granular permissions to allow an employee (manager/supervisor) to approve requests for leave/expenses, but there is no way of specifying the reporting structure within the company. At the risk of sounding harsh, yet another half-baked solution in QuickBooks Advanced Payroll. Finishing the job properly would be most welcome ;)

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.  

How do I remove requests for leave from our Accountant and Book Keeper, so that only I see them.  There is the potential that to continue to allow an external person (Accountant) to see such requests breaches GDPR.

Hi PatReynolds, on the Advanced payroll, you can manage which payroll users have access to leave requests by navigating to Payroll > Payroll Settings > Manage Users > Select Pencil Icon to Edit. If you have chosen Employee access and/or Location access for a user, you will then see the option to uncheck 'View leave requests'.