Best Of
Re: Removing customer credit
NB. Whether BILLS or INVOICES you sometimes need to match them (if you did a refund manually for example and didn't match at the time) via customer payments or bill payments.
Once applied you won't see the two transactions on the ageing reports.
Regards,
Jason
Additional Tax for Employee
Hi
I have just had an employee resubmit their tax file declaration after working with company for 1 year. They previously had selected to Claim to the Tax Free threshold. They no longer wish to claim this as they have another job in addition to working with us. I know that I just need to update Reckon from 2- TFT to now 1-No TFT. However they have also selected an additional 5% to withhold. I have never done this before. Is it as simple as putting 5% in the extra tax box in their profile. See attached highlighted picture.
Any help appreciated
How to clear Minimal Amount Due in Customers
Hi
I have tried varies ways to clear small amounts still owing on Customer Invoices to no success. Some Invoices are in a previous FY & BAS period.
- I tried to receipt a customer payment against the amount owing.
- I tried applying the available credit to the Invoice but the balance just does not clear
- I created an underpayment Item and applied it within the body of the Invoice but it does not work either.
- When I run the customer statement they all appear and it does not look professional.
The total value of all these minimal amounts is less than $5.00. I just wish to force them to a NIL balance. Is there a particular Journal I can do to force to NIL Balance
Help Help Help
thanks Kathy
Kathyd
My reckon desktop 2024 keeps crashing when I click on customers.
I have logged onto my reckon on multiple computers, but it will crash when I click on the customer tab with no error message. This has only happened since we have updated to 2024 version but no one else is having the issue but myself. We have deleted me as a user and added again, but the same issue keeps happening. Does anyone have a fix for this issue?
office
Re: ✅ RESOLVED - Reckon One report error - An error occurred while processing your request
Hi Jennifer,
I've moved your post over to this main announcement which is related to the situation you've outlined.
Please check out the info in the opening post along with the current workaround.
Rav
Re: ✅ RESOLVED - Reckon One report error - An error occurred while processing your request
Thank you @Rav
I deleted the first Reports but that needs to stay and then it should read /Reports/ReportView
I am able to create the reports now, thank you.
Robyn Kelly
Re: ✅ RESOLVED - Reckon One report error - An error occurred while processing your request
I just tried out the workaround in a couple of my test books and it seemed to work ok. When you add in Report into the URL, just ensure that you're on the error screen and add it to View so that it reads /Core/Reports/ReportView/
In regard to a permanent fix, the team look to have formulated a fix which will be going through testing on Monday and if all ok, will be released shortly after.
Let me know how you get on.
Rav
Trying to speak to customer service
Rav
I rang this morning and asked to speak to someone in Sydney.
I was asked to call back in an hour.
I rang at 4:20pm today
Couldnt get through
Rang again ten minutes later and was told everyone from Sydney had left for the day.
Very fustating.
Kr
Zappy
Employee's change of superannuation details
Hi Team,
We received notification from our superannuation fund provider that one of employee's details were wrong and when we questioned the employee, he told us that their details had changed several months ago but they forgot to tell us.
I have updated their personal record with the new superannuation details but do I have to go back and change each pay run with the correct details? I am hoping I don't have to resubmit all his previous pay runs from the time he changed his superannuation details.
Please advise.
Thank you.
JEN
Re: Employee's change of superannuation details
Hi JEN,
You can update the super data on each payrun to reflect the accurate superannuation details. The amount remains the same, therefore you don't need to submit it to the ATO again.
I hope it helps.
Best regards,
Karren
