Best Of
Re: archived employee
Have you terminated the employee from the last employment?
- If yes, you can Re-hire the employee in Reckon Payroll, please find the attached article for your reference -
- If not, you can simply activate the employee by clicking on Options and select Reactivate employee.
Feel free to let us know for any concerns/issues. Thank you!
Regards
Tanvi
Re: View/print payslips
@sandrah As a senior tax consultant myself (since 2003), I can confirm the requirement is for the additional tax to be withheld. There's not actually a requirement to show it separately as specific "HECS tax" doesn't actually exist. It's the result of the employee's annual taxable income being above the HELP Debt income repayment threshold - determined via their tax return at EOFY - that results in compulsory "repayments" via the tax system (eg as "additional tax")
NOTE: The HECS debt is NOT being repaid throughout the year via this additional tax! If the employee's circumstances result in a taxable income below the repayment threshold, they receive some (or all) of that extra back again (via "tax refund") Instead, it's held until the tax return is lodged, at which point it is reconciled to determine if a compulsory repayment is actually required. If so, it's at this point that it then gets applied to the employee's HECS debt 😬
I'm trying to post a link below to the Payslip requirements info on the Fair Work website but it's not allowing the link (as it seems to think it's "unsafe" … @Rav ??? 😖🤣) if you click the link below, it will take you to the detail (confirming there is no mention of separating "HECS" at all):
It appears the ATO "Community" forum is providing incorrect information again 🙄😫 (NOTE: That page is managed by ATO admin/call centre staff who are NOT tax-trained! Therefore I never use the ATO Community as a resource as the information provided there is often wrong) 😤😥" … our out-sourced provider do shows the HECS separately …" What their system has done is just separate the total PAYG tax withheld into 2 amounts - ordinary PAYG & additional PAYG (for HECS)
Hope that helps clarify 😊
Re: Rename a link on Sales Order or Invoice pdf
If you have customised an existing Sales Order or Invoice template within the Reckon Accounts Hosted application and you had added that link, you could use a URL Shortener as indicated by @Rav or consider adding a QR code image (where that QR code references the linked URL)
- use can search for a QR Code generator online to generate the QR Code image
- then modify a template to add an image
Re: Custom Fields (Supplier) and Expenses by Supplier Report
Hi @PeterC67
For those reading this post who is not familiar with custom fields, these can be the Supplier record in the Additional Info tab.
Whilst you are able to modify a report to include a specific column does not automatically mean it will be populated as it depends on the type of report and where that custom field is used.
For a value to appear in the "Cred.Report" column for that custom field that you added to the report when you modified it, that transaction itself needs to have a value set for it.
You would need to modify one of the templates to include that "Cred.Report" custom field.
Such as in a Purchase Order (for suppliers).
Then when you enter a transaction in which a custom field had been added, you can enter a value there and that would appear in a report.
For supplier related transactions, a purchase order template can be modified to include that custom field.
The Bill transaction does not make use of a template and hence the custom field cannot be added to it.
A custom field is not available to be set on all transaction types, such as Bills or Bill Payments.
The Terms field could possibly be used as indicated by Shaz @Acctd4 .
One alternative is to Modify the Transaction List by Supplier and specifically select only those Supplier Names that you want to be included in a monthly or weekly report.
You can also modify the Header and Footer to reflect the name of the report.
You can memorise each customised report for re-use later.
Re: two different access level to one payroll account
As indicated by @Acctd4 the screen on the Reckon Accounts Enterprise or Hosted would look similar to the following:
Roles can be created or modified which can then be assigned to specific usernames.
Re: Invoicing a Wages Subsidy and corresponding entries
if you do an invoice for the wage subsidy you then do a receive payment when it is received, no actual journals required. If the money has already been banked and you are entering it after the fact you can use a Sales Receipt and this banks it at the same time. If this is income it will not go to Payroll Expense but an income account
Re: Why can't I terminate an employee from my login?
Hi Retreev,
You can edit the Role by going to Company> Users> Set up User and Role> Role list>Click Full Access>Edit>
You can change the Access Level to Full
Best regards,
Re: Why can't I terminate an employee from my login?
Hi Retreev,
The ability to terminate an employee must have Full access to the Employee Organizer. Full Access role has a full access level to the Employee Organizer by default, unless otherwise changed.
You may speak with the admin who assigned you the role to confirm.
Best regards,
Re: Have done an archived data upto 31Dec2018. Now bank opening balance in foreign currency is different
Hi @dorothy
Glad to hear that you have been able to restore to the backup prior to the Clean Up Data operation.
There are many thousands of people of make use of the Reckon Accounts software, and the instances in which there are discrepancies cannot simply be attributed to the software being 'unstable', without considering the specific data file and any potential issues it may have.
The built-in tools for checking the file integrity (Verify Data / Rebuild Data) and the backup functions are useful for preventative maintenance and safeguarding of the file.
Re: IMPORTANT INFO - Multi Factor Authentication for Reckon Accounts Hosted 🔒
@Rav, why can't Reckon link the MFA to the User rather than the Licence? Would solve most of the above problems. Due to the impracticality of sharing codes amongst Users, not to mention it defeats the whole purpose of MFA, the only sensible option for our scenario is to switch software. All the other accounting softwares I use as a BAS Agent allow unlimited Users and all the MFA is linked to the individual user rather than the file. I don't understand why Reckon have done it this way.
😒