Best Of

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

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

@Datarec

Good idea

Kr

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!

No, as long as you set up Joe again as Employee number 1, it should recognise it’s the same employee & just continue updating his original YTD balances as normal 😁

Worst case scenario, it will report as a 2nd income statement, but will still be under the employee’s record/myGov eg 1 income statement showing 70K gross YTD + a 2nd one, showing the other 10K (Total 80K)

In Hosted, you can’t have 2 Employees with the same details though, so you would need to amend the original employee details, as per my previous suggestion 😊

OK … so this is nothing to do with Enter YTD Amounts (that section is for entering actual earnings, not leave)

You won’t be affecting STP data at all as it’s only relating to leave hours.

The workaround is referring to resetting the LEAVE hours balances only (“… Hours available as of …”) in each employee’s leave tabs, not the earnings.

If you’re referring to creating replacement employee records, I wouldn’t recommend it, but if you do decide to do that, just edit the original employee names & employee numbers (eg just prefix with an “x”) so you can continue using the correct, original name & employee numbers, in the new records. (This will ensure they’re identified in STP as the same employees as before) 😁