Best Of
Re: Export a report from Reckon hosted into an existing spreadsheet
Hi @Starna
This is definitely possible in Reckon Accounts Hosted. The key difference here is, the spreadsheet file that you're exporting reports to needs to be uploaded to your Q drive so that it can be selected as the export destination for your report.
Here's a quick little example where you'll see I'm exporting a report to an existing spreadsheet file -
Upload your spreadsheet to your Reckon Accounts Hosted Q drive, or a folder within the Q drive, using the process outlined in the link that Jason has shared above and you will then be able to select that existing file as your export location.
Rav
Re: Leave accrual has stopped
Hi @Jo Arnold
It will be due to an incorrect configuration - either on a relevant Payroll Item or within the employee records.
If it was previously accruing & has now stopped, it sounds like you have a max limit entered in the employee leave tab, here:
This should be BLANK … otherwise it’s telling the system to stop accruing, once leave reaches that figure!
Acctd4
Re: What's next for Reckon One?
I've posted about this previously but I've been very impressed with all the new updates that have been coming out to Reckon One lately in Rav's announcements.
Particularly ideas that get raised here actually being worked on and made available has already helped me out.
The best reports for your EOFY finalisation - #TipTuesday 📄📅
Happy EOFY everyone!
Its that time of year again and if you're starting to get prepared for your EOFY finalisation, then hopefully this tip makes things a lot easier for you.
I'm going to highlight a couple of reports that I'd highly recommend utilising to help make your EOFY reconciliation a breeze 🙂
✨ The STP YTD Report
The new STP YTD report allows you to easily view employee YTD balances that will be submitted to the ATO as part of your STP submissions.
The report shows STP-reportable YTD values from Paid or Posted pay runs, including Initial YTDs, for a selected financial year (draft pay runs are excluded).
Employee balances in the report are always calculated from the start of the financial year however you can set an end date when generating the report if required.
The STP YTD report makes it much easier to reconcile payroll throughout the year, and will become valuable companion at EOFY time. It will also allow you to compare balances with the Employee Earnings Summary Report (info below), identify discrepancies earlier, and eliminate any stress not just at EOFY time but throughout the financial year.
✨ Employee Earnings Summary Report
The Employee Earnings Summary report gives you a full overview of employee earnings over any date range you select and includes all transactions, including those from draft pay runs and also has the option to include initial YTD balances.
The report groups data by employee in alphabetical order and it includes a visual indicator to highlight any pay items that are not reportable via STP to support you during reconciliation.
Important: The Employee Earnings Summary report includes balances from all pay runs, including draft pay runs in your selected date range.
If you have pay runs in draft that are no longer required, its recommended to delete them prior to your EOFY reconciliation and finalisation.
Using these two reports in conjunction with each other is a great way to give you a full view of your payroll over the course of the financial year and make your EOFY finalisation super easy.
Rav
Re: Access to Reckon Hosted
We are still subscribed but we only pay monthly and have not moved over yet. Our new accountant is going to change us after June 30 to keep the year tidy. I will give Reckon a call and see what can be done. Thanks everybody for your help!
Re: Colonial first state Superannuation - ABN & USI not working in superstream
Thanks Rav ! That seems to have sorted it
:)
BobW
Re: Edit transactions after downloading bank statement
thanks very much Gerry. All working fine now.
Bryn
Bryns
Re: Updating pay in pay template
Hi @SydneyFlow
Changes made to the pay template won’t update automatically for employees already using it.
You will need to go to the employee(s) assigned to the template and select the option to update to the latest version of the pay template.
Let me know if you still face any issue.
Re: Edit transactions after downloading bank statement
I hope that solved all your problems, keep in touch if you need something else.
Re: How do I import a QIF file from ANZ Bank for Reckon Accounts Hosted
Thank you. I'll add the info from above.
Regards David J