Best Of
Re: The Beep is Back!
I actually like the beep, lets me know the transaction has been recorded
Re: RESC figures not matching Salary sacrifice figures
I don't mean for this to sound rude but the fact that you're asking that probably means your file is in sore need of maintenance.
You need to run verify and rebuilds yourself. Search the community here, Reckon have a bunch of posts on file maintenance
Re: RESC figures not matching Salary sacrifice figures
Yes i ran a super report just yesterday and it was fine.
I'd suggest running a rebuild on your file 3x in succession. That is the recommendation in the community which has proven successful for many
Re: Access all employee payslips in one place
Great job Rav, this will be a big time saver for me every month
Re: HELP Debt
It’s not a separated amount …. It’s just like when someone doesn’t claim the TFT or asks to have an extra $10 tax taken out per pay - You can’t report on just that PAYG difference (between the standard TFT-claiming amount v other scenarios 😬
This is because at the end of the year, ALL income is combined & taxed together, rather than per source 😁
Acctd4
Re: Exporting employee records to Excel
Hi @prasanna
Have you had a look at the Employee Contact List report and modifying it to include additional options to add those various elements?
Rav
Re: RESC figures not matching Salary sacrifice figures
Isn't this caused by corruption in the data file? I could be wrong.
Which update are you talking about? I used the steps provided by @Acctd4 earlier this year at eofy time and it worked fine.
Re: Viewing Payslips - The ability to seamlessly click through to next Employee to View!!
Thanks for getting this sorted Rav
Re: Permission Level Accountant for EOFY
Hi @ACMC, welcome back to the Reckon Community and great to hear you're starting out with Reckon One 🙂
When it comes to sharing and access, Reckon One is really flexible and allows you to customise the access you give to other users. We call these 'roles' in Reckon One and they allow you to provide specific levels of access to others users you share your book with.
If your accountant is requesting admin access to the book, then yes you're correct it will grant the ability to view but also change anything in the book ie. essentially the same level you have as the owner of the book.
Ultimately, the decision is yours if that's the level of access you'd like to provide however if not, you can give them a different permission level (role), or you can even create your own custom role with access to specific areas/tasks. You've mentioned your new accountant hasn't previously used Reckon One so it may be more prudent to provide them with view access while they become accustomed to their way around, just my thought and you obviously don't have to follow that.
I'll add some info on roles in Reckon One here and it also covers how to create custom roles as well - but please let me know if you have any questions.
Rav
Re: Change User to Administrator
Hi @KYLIE TANNER ,
Thank you for reaching out.
Unfortunately, in Reckon Accounts Desktop, each company file is associated with only one Administrator account, and this account cannot be deleted or reassigned to a different username. The Administrator role is permanently tied to the Admin user.
If you need to hand over administrative control to another team member, then you can:
- Change the Admin password and share it securely to do this, first Login as the current Admin user.
- Navigate to Company > Users > Set Up Users and Roles >Select Admin and click Edit
- Change the Password and provide the new password to the person taking over the role.
This ensures they have full administrative access.
I hope this helps.
Reeta