Balance Transactions

The Balance Transactions page provides ledger-level history of leave balance movements.

Balance Transactions Index Page

Available Filters

Filter	Description
Branch	Filters by branch (if available for your role).
Employee	Filters by employee (depends on branch).
Leave Type	Filters by leave type.
Type	Filters transaction type (Accrual, Adjustment, Usage, Reversal, Carryover).
Year	Filters by transaction year bucket.
From	Start date filter.
To	End date filter.

Notes:

• This page has no search box.

Available Actions

• Show: Opens transaction details including reference and metadata.

Balance Transaction Show Page

Visible Details

• Employee and leave type.
• Transaction type and amount.
• Transaction date and creation date.
• Referenceable source (type/id), for example leave request or leave policy.
• Metadata payload when available.

Transaction Types

• Accrual: periodic grant from leave policy.
• Adjustment: manual or system adjustment.
• Usage: deduction after approved leave.
• Reversal: reversal after cancellation.
• Carryover: amount moved to next year under carryover policy.

Note: transaction_date is an accounting date used for yearly balance bucketing.