Best Of
Re: Is there a problem with picking up GST on payments?
Hi Anne, in your screen shot you have entered 62 in the qty field. If this is the amount of the bill then it should be entered in the Amount field further over to the right? The qty field is for items and used in conjunction with the price field.👍😁
Re: How to enter bank account details for Beam lodgement
Hey Jen
Great to hear you're starting off with Beam 🎉
For your bank account details, I think that'll be related to your bank account setup within your Reckon One book itself. Head into Payroll Settings ➡️ Bank Accounts ➡️ Click the Edit button on your bank account and ensure you've entered the correct financial institution details there.
Give that a try and let me know how you get on.
Rav
Re: Customers - Average Days to Pay Report
@Andie Take a look at the two AR Ageing reports. They will give you a good idea of whose invoices remain unpaid the longest and perhaps you can identify some trends.
Re: UPLOAD FOLDER MISSING IN Q FILES
That new folder with a relatable name "Delivery Dockets" is better.
Or you could create a folder called Upload and within that folder have other named folders such as "Delivery Dockets" or any other folder to organise the different things you may want to upload.
Datarec
Re: Estimates - make them customisable (like Invoices)
One of the really cool things I like about Invoices in Reckon One - is the dropdown list at the top of the body of the invoice - where you can select to add 1, 2, 5 or 10 rows - or to add a free text row…
Could we please have this feature added to the Estimates screen - I have a new client who uses Estimates for everything and then converts to Invoice when the job is won/completed - so not having these invoicing features in Estimates is really a big drawback!
Re: Importing data from USB stick, and always asking if new user when staring
Never work from a USB, your data file must be in C: drive only, you may backup to a USB.
Re: Gov connect issues, now STP won't upload
Check your Company Information in your accounting software - particularly the Company Name, ABN (“Tax Rego ID”) & Branch No - match EXACTLY with how these are shown on your STP portal tile:
Any additional/missing characters - in particular special characters &/or spaces - will prevent the upload displaying due to the mismatch.
Acctd4
Re: Coding of pay items
Hi Suzanne
Just wanted to jump in to give you a little sneak peek on some things we're working on to help with this that's coming over the next couple of months or so.
The good news is, our team is currently developing an automated workflow that will enable you to nominate which pay items are Qualified Earnings so there will be minimal work required on your part (or you can even do it manually if you prefer).
Our new workflow will let you nominate which pay items are Qualified Earnings (QE) and also separately choose which items count toward SG calculations. These are two different actions, so taking your screenshot example above, you could mark overtime as QE but decide independently whether it’s included in SG.
Stay tuned, more info on this will be coming soon and we'll keep the Community updated as well so you'll be ready 🙂
Rav
Re: New Super Rules and Community Help
Hi @Cheryle
Just to make sure we're on the same page, can you let us know a little more about what you're seeing when you try to view the answers?
For example:
- Are the answers not showing at all?
- Do they appear collapsed or cut off?
- Or is something else happening on your screen?
A bit more detail about what you're experiencing will help us point you in the right direction.
Datarec
Re: Using Reckon Accounts Desktop with CBUS clearing house
Morning @JulesBousattout
How are you currently exporting your super data from Reckon Accounts to use in the CBUS clearing house? Are you using the SAFF export file or some other method of getting that data over to your clearing house?
You're exactly right, the ATO's SBSCH is closing down soon however if you're using a different clearing house, which in this case it sounds like you are, then you can continue to do so. If you're already exporting a SAFF file from Reckon Accounts to use in your CBUS clearing house then you'll continue to do that.
With Payday Super coming into effect soon, you'll need to action your super lodgements and payments every payday.
Please note: The info that you've come across in relation to Beam is specifically for Reckon One and not Reckon Accounts/Reckon Accounts Hosted.
Rav