Best Of
Re: Add Minimum order amount to supplier
Hi @Datarec
What I was envisaging was a pop up of sorts, when opening a new purchase order for a certain supplier a pop up would appear to remind staff of the minimum order value or minimum order FIS (free into store delivery)
Billo
Receiving one payment for multiple customers
Re: Annual leave on pay slip different to annual leave accrual
I had the same problem last year, spent hours deleting pays and reentering - to no avail - after communication with Reckon I decided to wait until the end of the financial year and create a new entry for the employee using the same payroll number, after changing the payroll number on the current entry.
Fortunately the employee left before then
Re: Install New Personal plus
I have to ask, why reckon a leader in accounting software cannot talk directly to Parallels a leader in operating Windows-based programs on an Apple environment. You are both High Tech companies with a lot of expertise far beyond that of your users. We would expect that you would take up this cause and solve our problems as any reputable company would do..
Farrigal
Re: Install New Personal plus
Well said, the only thing that I would add is that all other Intel products e.g. Windows 11, Microsoft Office and a whole range of other programs all work using Parallels, what is so special about reckon that it will not work. Lastly, if this is such a problem. Is there any reason why I reckon can't do a cloud based personal Plus version that would overcome all of these problems.
Farrigal
Re: Novated lease set up in Reckon Hosted
Hi @ShelleyG
I have a detailed guide I've written up on this. Feel free to email me direct if you'd like me to send it through to you π
Acctd4
Re: Completing the Business Activity Statement - W1 query
Welcome to the Community @terrina !
As @klaura mentioned, this is due to the expansion of Tax Tracking Type categories for STP2. The link provided is a good resource for Payroll Items however I believe your query is actually on the Simplified BAS W1 label prefill, which is a separate thing.
W1 will populate based on which Tax Tracking Type categories you have selected for that label, so you just need to click on the W1 button & select all the applicable ones:
If you're unsure, the ATO has a list of what to include/exclude here:
(I've highlighted the relevant section for you in the above so hopefully this link works! π€π»π)
If not, try this one:
Failing that, search the term "W1 BAS label" in google & it should be the first result:
TIP: Once you have all your BAS labels selections correct, the system should retain them, however sometimes this doesn't happen so to avoid that, I always Save each BAS to Open next time. You can then just click on Config to change your relevant periods/sections & the labels will remain as per your previous selection βΊοΈ
I still seem to be having issues when I try to paste links @Rav π€π© ? (Note: Images are fine, just not webpage links)
I'm also getting this little popup message box at the bottom left of my screen afterwards, too:
Acctd4
Re: Migrating from desktop to hosted?
Around 18 months ago we migrated our 5 company files from desktop (server shared) to hosted, agree with comments that the file migration process was straight forward. I'd signed up for a trial account prior and uploaded a copy of our company file there to be comfortable with the process and as well as see how some other things work (still using the original desktop version in production as normal, the uploaded file just became a throw away test file)
Some snags i found to watch for and test/try with the sample account - none are show stoppers but really wish someone had made this clearer BEFORE hand so we could test/plan/train properly instead of the Reckon spin of "just upload the file"
- Backups are no longer automated. To me this is the single largest risk and issue with hosted - esp. for software so susceptible to corruption and especially when using with multiple users as you can't backup while other users are logged in! Additionally, backups are on the same Reckon server so you need a second step process to locate and download the backup files.
- Not all fonts are on the remote server - check your templates (invoices etc) display correctly
- Emails are sent from Reckon (but with your return email address). In some ways this is better than pushing through a mail server/account - but you no longer have the same level of control or visibility of sent items, the email log is VERY limited and can only be accessed by the user account that initiated the emails (ie an admin cannot review logs at all!)
- Users need to be shown/trained on how to send files to and get files from the Reckon server - this is much slower than working with desktop version, especially when doing this alot (ie file imports and exporting reports/data. Additionally the process for working with remote files is unwieldy. Want to delete a file from the Reckon server? Click the floating present icon, click the Download to open the file download dialog, don't click anything! instead mouse over the file and press delete - only keyboard shortcuts work (F2 to rename, CTRL C to Copy, CTRL V to paste etc) - so, def takes some training of end users unless you're happy with an ever growing mess of files
- Printers & PDFs can be tricky (can't remember exactly why/how!) - as part of your testing, check that users can print as normal and export to PDF
- User/licence management is cumbersome - each user gets a Reckon Hosted account (different to the user/pass to open the company file. Think of it as a windows user for logging on to the remote server) - you need to map permissions for each user to the company file/folder so they can access it which is not an intuitive process. You also can't delete users, instead you have to revoke all the old user details (password/MFA etc) and rename them for the next user - or rename them as a "spare" if you're not allocating them straight away. Users will be prompted for MFA every 24 hours so may take some setup/training on this process if not otherwise used to that.
- Learn how to identify users who are logged in and the process for logging them off in the event of screen timeouts, hang/freezing etc - ensure you users are shown how to properly logoff or their sessions aren't properly terminate and you need to manually log them off (or wait a period of time for it to clean up by itself) - with 12 users, we need to log someone off nearly every day.
There's def some upsides
- Upgrades are much easier - once the new annual version if released, you will see links to open last year and new year. Open the new year, respond YES to wanting to upgrade the company file and away you go (possibly a few extra steps if considering super rate changes etc but that's same for desk and hosted anyway)
- Users can access from any browser and technically without limitations on computer or operating system (no issues on our part with Edge or Chrome) - note this COULD present security/privacy issues however if you don't want to allow staff access from outside the office or from other countries. There is no way to restrict/permit access to locations, IP addresses etc
- Integration becomes possible - not easy, but possible!
Re: Install New Personal plus
Acknowledged, John. My earlier post wasnβt meant to criticise Reckon, but simply to share a fact for the benefit of other users who might encounter a similar issue.
Awesome