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Re: Notes section in payroll so we can add notes for individual employees like pay rises etc

You can now add notes to employees in Reckon One. Check out more info on this in our release notes here - Reckon One update! ✨ Add notes to employees! Pay item improvements and bug fixes!

Rav

1

Re: Creating a Note on Payslips

Thanks Rav,

Hopefully this can be implemented in the future, would be very helpful.

Stacey_6976885

1

Re: Adding Accountant as a user

Hi @Lyn_10072495

For your accountant to access your company file, you can have the file shared with him under his Reckon Account Hosted - User ID.

Please find the attached article for your reference - How to share company files in Reckon Accounts Hosted - Reckon Help and Support Centre

Also, when you have the file shared with him, you can create a user credential for your accountant with required permissions for him to use while logging-in the file.

This can be done as in the screenshot provided below -

I hope this helps. Please feel free to reach out if any concerns. Thank you!

Regards

Tanvi

Tanvi_kataria

3

Re: Option to remove personal leave balance from payslip

Hi @JoSmith

You have the option to show or hide leave item balances on payslips in Reckon One.

Go to Payroll Settings ➡️ Pay Items ➡️ Leave ➡️ Select the option to edit a specific leave item ➡️ Tick or untick the Show balances on payslip option.

Rav

1

Re: add new payment method

Hi @PCsforKids

Can I get you to hold off on creating a feature request just for a bit. We've got some changes coming to our ideas portal early next week so I don't want your feature request for this suggestion getting lost in the shuffle.

I'll keep you posted.

Rav

1

Re: New super fund doesn't appear when adding to employee

Hi @lesley_9730541 ,

Thank you for your query.

Could you please explain the steps you are taking to add the superannuation fund? Is the newly created superannuation fund set as the default option? If it is not set as the default fund, when you navigate to the employee tab and attempt to add a superannuation fund, please select 'No' in response to the question regarding the use of the default fund. This option should result in the available superannuation funds being populated.

I have attached an image below for your reference. I hope this helps to the issue.

If you have any further questions, please do not hesitate to contact us.

Kind regards,

Reeta

Reeta Paudyal

1

Re: Accounts Payable Report - Unpaid Bills by Due Date

Hi @Theresa Waters

Have you checked the 'Unpaid Bill Detail' report? It provides a comprehensive list of all unpaid bills along with their due dates.

This is what it looks like -

In addition to that, you can also modify the report as per your requirement. I hope this helps. Please let us know if you're looking for something different to this one. Thank you!

Regards

Tanvi

Tanvi_kataria

1

Re: ⚠️ Important - Ozedi SuperStream decommission in Reckon One. Switch to Beam today!

I Struggled with Ozedi for months, never actually got it to work, Beam worked first go……. Go Beam !

RonLynch

2

Re: Supplier bulk email letter - .dse file

@Datarec

Good idea

Kr

Zappy

1

Re: Entering the YTD earnings for a employee

Thanks for that. I know I’m not explaining this very well, but we’re getting close to what I’m trying to clarify.

With each payroll, we report employees' year-to-date (YTD) earnings to the government via STP. For example, the existing employee, Joe (Employee Number 1), currently has $80K in gross earnings reported for example/

If I create a new employee using the same employee number (1), their YTD earnings in Reckon will 0. Wouldn't this override the previously reported YTD earnings in STP, meaning the government would now see the new (reset) YTD earnings instead? Which is an issue!

blairmuller

1