Best Of
Re: Salary Sacrifice amount not appearing in RESC column of payroll report
HI again Lucas
Here are a couple of screen shots.
One showing the Superannuation items for under the employees profile and the others of the payrun today.
There is no ability to add the PAYG. It normally adjusts as the payrun is populated.
I have just noticed another employee who has not had any tax deducted. So I am wondering if there is an issue.
Re: Data for Inventory
Hi @ReginaB
You can create your own using the Find feature & adding the Qty & U/M columns:
Just select/choose a relevant Date/date range.
For the one above, I selected just a few Items to demonstrate but you can select one, several or All …
Transaction Type > [Choose all types that you use to enter your sales & purchases) eg Chq, Tax Inv, Sales Rcpt, Adj Note, Credit Card, Bill, CCard Credit etc
Detail Level > All except summary
On the Display tab, make sure you have Accrual selected. You can also remove/select Columns as required & Total by &/or Sort by your specific preferences too:
Once you have the report exactly how you want it, give it a name on the Header/Footer tab:
Lastly, Memorise it for future reference so you can generate it as needed, for any time period :
😊
Acctd4
Open Banking - Setting up a bank feed in Reckon One 🏦
This video will give you a walkthrough on setting up an Open Banking feed in your Reckon One book which allows you to automatically bring in your bank transaction data.
Check it out below 👇
Rav
Re: Allowance amount amendment not changing in employee set up.
Thanks for clarifying Rav, good to know for future changes
Many thanks - Gayle
Re: Allowance amount amendment not changing in employee set up.
Hi @Gayle_10863666,
I recommend creating a pay template that will enable you to create a standard format applicable to one or more employees. This way, whenever you make changes to the pay items, you will only need to update the template once.
We have detailed information about the Pay Template here.
Pay Templates are now available in Reckon Payroll! ✨ — Reckon Community
I hope it helps.
Best regards,
Karren
Re: Additional recipients
Yep, that should be fine. I have 6 contacts for one of mine and adding more isn't an issue.
Re: Import open invoice list
Hi JonMak
You can call me on this number 0407068942
We can import your Receivables and A/C Payables with each individual Invoices and aged accordingly
cosmic
Re: Item receipt report
Hi @prasanna
You may want to check out the info from your previous post about generating the Item Receipt report here item receipt — Reckon Community. Let me know if the suggestions mentioned here are something you are looking for.
Best regards,
Karren
Re: Cash Flow on V31
Dear @davmorris_10860027 ,
There's a few things to cover here - I'll go through them one by one.
- Your file is in the wrong location. Reckon Personal Plus/H&B Files should be in C:\Users\<your username>\Documents\Quicken.
- Your data file name is currently too long (26 characters long). Can you please rename the file so that it is 8 characters or less?
- Validating the file has removed some of the errors, but you may need to run a Super Validate after performing the last two steps. You can read on how to do so here:
Kind regards,
Alexis McKeown
Reckon Senior Technical Support
Re: Migrating QDF files to cloud based products
If you're looking for money in/money out on a cloud platform then yes Reckon One can more than cater to that.
Unfortunately however, there isn't a migration option between the two software so your existing data will not travel over to Reckon One. You could potentially look at saving or printing various reports from your current software so you have a record of historical data prior to making the move, if you were to. Granted, its not exactly ideal but unfortunately, thats the only suggestion I can offer.
Rav