Best Of
Re: INB Payment Summaries - 2 of my employees do not correctly match their payroll
did you change your setup of salary sacrifice during this period? If you did go back to those incorrect pays and edit them - change something, save it, then go back and change it back.
Re: Error code when importing iif files
Hello
I have managed to get the file fixed up and imported.
Thank you so much for your help.
Re: EOFY Reckon Payroll report
Thanks for the update Rav but it is going to make year end reconciliation extremely cumbersome and slow.
I have started the process and hopefully will obtain some tips from the Webinar this afternoon.
Basically though, I am adding the Reconciliation Report from the old Payroll Premier to the Payroll Summary Report which will capture the YTD figures migrated across. Then I will compare these totals to the EOFY multiple page printouts (very annoying) and hopefully they agree. This will prove the YTD figures migrated properly. Then to reconcile to Reckon Accounts hosted to ensure all totals agree. The only benefit is that the Payroll Summary report can be extracted into Excel from Reckon One . Please, it would be great to have the EOFY report able to do the same with totals please!
Re: STP upload old ones under 001 have now made a 002 but am told details don not match
Thank you so much Rav!! It worked - what a relief!! Thank you
Re: Undo Reconciliation Issue
Hi @Sudhish,
Unfortunately, to rectify the reconciliation, you will have to un-do the reconciliation back to the month you wish to correct it and re-do it back again.
Hope this answer your question.
Nick
Nickiu
Re: My EOFY ETP-entitled ARL and sickleave payout-tax-withheld figures displayed on the EOFY display
Dear Rav,
Sincerest thanks for taking all the trouble to help me with this so I can do the EOFY under STP1 as approved by the ATO upuntil July 1st when I must be using STP2.
I will do as you say and check to see what happens! - I will let you know in any case it might be helpful for some other user
Re: Credits not applying to customer invoice
Its a little difficult to determine what's happened without seeing the templates etc.
I'm wondering if it may just be that you've not got the correct field/label - "Balance Due" - on the template ? :
Acctd4
Re: Do we have to clear out the YTD figures in STP1 and send an Update Event to the ATO?
Sorry, I didn't attend the webinar yesterday so I'm not sure what that advice is in relation to specifically but if my I'm understanding correctly though, no you won't need to do anything to the balances you've previously sent under STP Phase 1 this financial year.
The ATO operates a hybrid disaggregate method to support folks transitioning to STP Phase 2. What this means is, they don't expect you to redo any previous pays that were sent under Phase 1 after you make the switch. There's more info on this on the ATO's website HERE.
One thing I will highlight though is, the balance of some pay items that were previously attributed to gross under STP Phase 1 will remain as they are in the EOFY finalisation but after switching to STP Phase 2 they have become disaggregated and any balances paid after the switch will be shown separately.
There's some more info on this in the following articles which might be handy -
Disaggregation of gross in your EOFY finalisation in Reckon Payroll 📅
Understanding how to prepare and reconcile your EOFY with Reckon Payroll 📅
Hopefully I've understood your question correctly but if not, please let me know 🙂
Rav
Re: Changing Employee from Full-time to Part-Time
Hi @Glenys
You'll only need to make the necessary edits to their employee information, there is no date field or requirement to mark the change, it will just take effect once you save the changed information in their profile.
If you are using the Pay Setup feature for the employee, don't forget to also review this and confirm that the pay details remain correct or need changing. You'll find Pay Setup in the specific employee's profile as well.
Rav
