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Re: Using Reckon Accounts Desktop with CBUS clearing house

Hi Jules

If your super clearing house supports the ability to manually enter the super information then I'm assuming you can continue to do so but I'd suggest checking that with your clearing house. What I will add though is you'll need to be aware of Qualified Earnings which employers must use to calculate the Superannuation Guarantee (SG) contributions under the Payday Super reforms, which start from 1 July 2026.

You can learn more about Qualified Earnings here - What are Qualified Earnings?

Using a SAFF file though will streamline the process and cut out the need for manual data work.

What sort of errors are you encountering specifically? Does your clearing house provide any detail on what's wrong when you upload the SAFF generated from Reckon Accounts?

At a minimum you need to ensure you've configured a few things in your company file with the correct information that is acceptable by super clearing houses and you can find step by step details on this in our guide here -

Configuring Reckon Accounts Business and Hosted for SuperStream

When it comes to Reckon One, its much easier since Reckon One directly integrates with Beam which will take care of your super lodgements. Are you already using Beam with your Reckon One client? If so, then you're already good to go or if not, then I'll add some info on Beam with Reckon One HERE.

I know that's a fair bit of information to take in so please sing out if you have any questions.

Rav

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Re: Payroll Item Qualified Earnings Set Up

Hi again @Bernessa Roost

Just a quick update, Qualified Earnings is currently in development and it will coming to Reckon Accounts in the coming months. We'll have more information to share on this as we get closer to release so stay tuned.

In the meantime, we've got more detailed information on Qualified Earnings in the link below and I believe the main aspect is just to ensure your employees and pay items that you're using have the correct setup.

What are Qualifying Earnings?

More info on this to come.

Rav

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Re: Open Previous Company and Admin user

https://community.reckon.com/discussion/comment/20662393#Comment_20662393

@Barbara Allen-Guthrie , Glad to hear that its all sorted😊

Reeta

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Re: Open Previous Company and Admin user

@Barbara Allen-Guthrie Did you not just update the existing company file ? If so, I suspect the confusion may be because it's been named "2025" ? 🤔 This doesn't mean it's the 2025 version though, it's just what someone has overwritten the name of the file name as!

If you prefer, you can rename it to "…. 2026" now, however each user will need to click on the newly-named company file initially to see/default it in their list.

You'll then need to perform the above steps again eg open/close newly-named "… 2026" file > Change Set number of previous companies back to "1" (this will remove all other company files from displaying in the list) 😊

However many previous company files you want displayed, open & close each one, then change the Set number … back to that total quantity.

(This is because it remembers your list access in real time order!)

Acctd4

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Re: Open Previous Company and Admin user

@Barbara Allen-Guthrie

If you’re logged in as the Admin, please update the “Set Number of Previous Company Files” setting to 3–4, or however many files you want Reckon hosted to remember.
Once you’ve set this number, close the company file and then open each company file that you want it to remember. Make sure you open and close each file at least once , this is what adds them to the “previous company files” list and can be seen under No Company Open window.

Please let me know how you go with that.

Reeta

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Re: Using Reckon Accounts Desktop with CBUS clearing house

Thanks Rav,

No not with BEAM, is there another way because l believe that needs to be paid for and my client doesn't want to pay anything.

Thank you for the information, yes l see now l need to enter the bank details for each employees super fund and fix a few things which l will look into doing over the next two weeks so l can practice before 1 July.

thanks, l will reach out again if still not working.

Jules

JulesBousattout

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Re: Using Reckon Accounts Desktop with CBUS clearing house

you don’t have to do anything, but you should be able to do the super export , it will be a Saff file, and then import into the clearing house. You may have to follow some guides from Cbus. I believe from 1st July we will do this weekly or monthly, but every pay and the clearing house will direct debit your account each pay

Kris_Williams

2

Re: Issue with Reckon Accounts Personal Plus – V31 - need help to resolve

Gerry - a hugh thanks as changing the data file to less than 8 characters sorted out both issues and everything now seems to be opening and backing up correctly. Again a big thanks for your help.

Alan

Alan Mason

2