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Updating Annual and Personal Leave Accruals

When we migrated to Reckon One/Reckon Payroll, the incorrect balances were bought over from the previous application. How can i update?

Peta Lane_9173307

1

Re: Updating Annual and Personal Leave Accruals

Hi @Peta Lane_9173307

Head into an employee's profile ➡️ Click on the Leave tab ➡️ Click Edit on the respective leave item ➡️ A window will appear that allows you to edit the leave item setup including current available hours.

Example below 👇

Rav

1

Re: Backup

Hi Leanne_7663246,

I am glad it worked out for you.

Feel free to reach out anytime.

Best regards,

Karren

klaura

1

Re: Backup

Thanks Klaura, that worked I can see them all now in the backup log in the dashboard

Leanne_7663246

1

#TipTuesday - Are you using payroll with Reckon One? 📢 Don't miss important info & updates!

Its Tuesday which means we've got another tip and this week, its for our awesome Reckon One users! 🎉

If you're using payroll with Reckon One, don't miss out on receiving announcements about updates and other important news for Reckon Payroll!

Its really easy to stay updated on the Reckon Community, simply ensure you've added Reckon Payroll along with Reckon One under My Reckon Software in your Reckon Community profile and you'll automatically be notified as soon as new announcements are published!

Click HERE to go to your Reckon Community profile settings to add your software if you haven't already.

That's it, its that easy! 🙂

Rav

2

Re: Statements increased exponentially month to month, won't email. How do we fix this?

Cheers.

Yes, on the day this happened a rebuild and verify had been completed after doing an accountants copy but we can always do another one.

I'm looking at the mapi thing now and will advise if that corrects the problem or not.

MarcTechnado

1

running batches through BEAM clearing house

Hello, If I am using the BEAM clearing house and pay Super Guarantee payments quarterly, can I run a batch before the quarter expires and leave the batch in the "awaiting payment" status, or do I need to wait for the end of the quarter before I can proceed to run the batch and send the payment so that BEAM has all the pay runs for the quarter? I am anticipating that I may have some errors I have to fix when I click "validate". Can I run the batch before the end of the quarter so these can be fixed. I'm new to using the BEAM clearing house so I'm uncertain on the finer details. Thanks

redman

1

Re: AI Intergration

Yes , i think i know what application you are referring to, Cosmic does bulk uploads say 40 bills in one go and bulk edit on one screen , and scan multiple complex line items and ,many more features

Also we hold all pdfs for down load and review on cloud not Google sheet which goes into another screen.

if you are keen you can try as its free for Trial registration 100 bills . No monthly subscription buy in bulk till finished.

cosmic

1

Re: AI Intergration

Hi Cosmic,

Thanks for your response. I had a look at your website and looks good but might be a bit expensive compared to my current system. Love to know the additional benefits of yours? The program i've been using does 10,000 pdf pages for $300.

jackjabaa

1

AI Intergration

Hi all,

I run a bookkeeping company specialising in supermarket clients, where we manage high volumes of bills across multiple departments. Recently, I came across an AI integrator compatible with Reckon that reads and allocates bills by department and cost, and it seems quite effective and cheap. The bills are automatically stored into google drive and I can now access the bill via Reckon - The program also tells me if there are bills with the same invoice # already in there.

Does anyone know of other AI integrators for Reckon that offer similar functionality or even additional features? I’d appreciate any recommendations or experiences you could share.

Thanks!

jackjabaa

1