Best Of
How do I search for existing posts related to a specific product? 🔍
How do I search the Reckon Community for existing posts related to specific products or categories?
Searching the Reckon Community is a great way to find existing posts or questions that have previously been created by fellow members. You may even find the answer to a question or topic that you're currently contending with that has already been answered or discussed! 😊
To start searching, enter some specific keywords relating to your query in the search bar then hit the Search button or simply press enter. A list of search results best matching your keywords will appear which you can browse and select from.
The best method though is to customise your search results for the Reckon product or category that is relevant to you by using the category filter.
Filter search results for your Reckon product
A really useful tip is to filter your search results by the product or category that is relevant to you/your query. You can do this by clicking the 'Discussions' option and then use the 'Category' list to select your Reckon product category. This will make your search results more relevant and specific to you by filtering existing posts for the relevant product only.
You can also user other filters such as date range, author, title and tags to drill down even further.
In a hurry? Use Smart Search!
As you start typing in keywords that are relevant to your query in the search bar, you'll be presented with suggestions that best match from all conversations and categories across the Community immediately in the list on-screen. Smart search will update the suggested list dynamically as you type.
Creating a custom super item in Reckon Payroll Web
Creating a custom super item in Reckon Payroll Web
You have the ability to create various superannuation-type items in Reckon Payroll. The available superannuation types are;
- Super Guarantee
- Employer Additional
- Productivity
- Collective Agreement
- Salary Sacrifice
- Member Voluntary
- Spouse Deduction
Creating a new Custom Super Item
- To create a new custom super item go to Settings ➡ Pay Items ➡ Create Pay Item ➡ Select superannuation from the list
- Select the superannuation type you wish to create eg. Super Guarantee, Employee Additional etc.
- Give the new super item a relevant and easily identifiable name and description
- Select the expense account for the super item
- Select the rate basis you want this item to calculate super on. You can select from the following options; Statutory Rate, Fixed Amount or Percentage of Earnings
- Click on Pay preferences to select the pay items that your new super item needs to calculate super on. Simply tick which earnings, leave, allowance or deduction items that you would like the custom super item you are creating to calculate super on when its used in a pay run.
- After the super item is set up, you will then need to assign it to the employee superannuation fund. Check out our 'Creating and assigning a super fund' guide for more info.
IMPORTANT!
You must assign which pay items you would like your custom super item to calculate super on. Super will NOT be calculated if the super item is not linked to the pay item used in a pay run.
Check out the short video demo below on creating a custom super item in Reckon Payroll Web
Creating an employee super fund in Reckon Payroll Web
Creating a super fund and assigning it to an employee
An important part of the payroll process is the ability to assign your employee's choice of superannuation fund.
You can now set up Australian Prudential Regulation Authority (APRA) and self-managed type super funds in the Reckon Payroll App (Web Access).
We have broken down this down into 2 really easy steps:
- Set up the Superannuation fund
- Assign the super fund to the employee
Setup superannuation funds
This is the superannuation fund (i.e. CARE, REST, Australian Super) which you pay the employee's super into.
To setup a superannuation fund go to Settings ➡ Superannuation Funds.
- Click on the 'Create Superannuation Fund' button and select whether the super fund is an APRA regulated fund or an Self Managed Super Fund (SMSF)
- Display Name - Enter a display name for the super fund
- Fund Name - As you type in the fund name you'll be presented with a list of options to select from for the super fund and its respective fund products. Select the most appropriate option for your fund.
You can request adding your super fund if its not present in the search list.
Check out the short video example below on how to setup a super fund and also how to submit a request for a missing super fund -
Assign the superfund to your employee
After you have set up the superfund, you will then need to assign it to the employee. This is where you select the superfund product and super items for the employee to be used in pay runs.
To assign a super fund edit the Employee ➡ Other Details. Select the superannuation fund from the list then select the associated fund product. Enter the member number (mandatory) and a date when the employee joined the super fund.
The default 'system' superfund is automatically assigned to all employees created in Reckon Payroll which can be removed after you've assigned a specific superfund to the employee.
Check out the demo video below to learn how to assign a superfund to an employee -
Congratulations! You've successfully created a super fund and have assigned to your employee.
Reckon Community: Receiving email notifications for categories I'm interested in
Email Notifications from the Reckon Community!
In addition to the general notification settings in your Community profile you can also receive email or pop-up notifications each time there is a new discussion, or even comment, posted in a particular Reckon software category that you might be interested in.
For example, if you want to be notified by either email or pop-up when a new discussion is created about Reckon Accounts Hosted or the Reckon Payroll App etc all you need to do is go that particular category that interests you and click on the bell icon at the top of the page then you can select the 'Discussions' notification option.
Discussions
If you select the 'Discussions' option you will receive a notification each time a new discussion is created in the chosen category.
Discussions and Comments
If you select the 'Discussions and Comments' notification option you will receive a notification each time a new discussion AND new comment is posted in the chosen category.
⚠ Just a word of warning, if you select the 'Discussions and Comments' option you'll receive notifications each time a new discussion AND comment is created in that category which may become overwhelming to both you and your inbox. I'd recommend sticking with the 'Discussions' option.
How do I add an image or screenshot to my discussion?
Adding a screenshot or image is a great way to add visual context to your discussion.
It can also be extremely helpful to add when you've run into an issue that requires troubleshooting so that fellow Community members can see where things have gone astray, and in turn hopefully lead to a solution faster.
Adding a screenshot or image to your discussion is super easy and you have a couple of ways to do so. We'll start with the easiest way first.
1️⃣ Drag & drop
If you have an image file saved to your PC that you'd like to include in your post you can simply drag the file into the conversation field and the Community will process and add the image to your discussion.
2️⃣ Upload image
You can also use the 'Upload Image' button from the options at the bottom of the conversation field. This will open a window which will allow you to find and select an image file from where its saved on your PC.
🖱️Adjusting the size & position of your image
There are options to adjust the size and position of your image so that you can tailor the look & appearance of your discussion. To do so, click on the image itself once its uploaded, you will options to adjust the position to the Left, Centre or Right and for sizing, the Community can adjust it to Small, Medium or Large.
Please note: The results you receive using these options are dependent on the dimensions of the original image uploaded.
I've created an account, why can't I create a new discussion or participate in existing discussions?
If you've created a new Reckon Community account but don't see the option to create a new discussion or have the ability to respond & participate in existing conversations then its likely that your email address has not been confirmed after sign-up.
When you are signed in to your account you will see an option in the bottom left which notifies you that your email address needs to be confirmed.
Please check your inbox for an email from the Reckon Community which contains info and the ability to confirm your email address. If you haven't received it, you can use the option in the notification pictured above to resend.
Once you have confirmed your email address you will have full member privileges including the ability to create new discussions and respond to existing ones.
Payroll App Web Access - 1.11.3 Update 🚀 (Huge upgrade!)
Reckon Payroll App - Web Access update v1.11.3 🚀
The web access version of the Reckon Payroll App has received a significant update which brings in range of new functionality that will allow you to not only do a lot more but also streamline your workflow.
Check out an overview of the the new enhancements below -
Custom Super items 🦸♂️
You can now create various superannuation type items in Reckon Payroll. The available superannuation types are;
- Super Guarantee
- Employer Additional
- Productivity
- Collective Agreement
- Salary Sacrifice
- Member Voluntary
- Spouse Deduction
After the super item is set up, you will then need to assign it to the employee superannuation fund. Check out more info below on how to Assign a Superfund to an Employee
⚠ You must assign which pay items you would like your custom super item to calculate super on. Super will not be calculated if the super item is not linked to the pay item used in a pay run.
Check out the short video demo below on creating a custom super item in Payroll Web -
Employee Superannuation Fund 👷♂️
An important part to any payroll software is the ability to assign your employee's choice of superannuation fund and pay to the correct super fund product. We have simplified the entire superannuation process in this update.
You can now set up Australian Prudential Regulation Authority (APRA) and self-managed type super funds in the Reckon Payroll App (Web Access).
We have broken down this feature into 2 sections:
- Set up the Superannuation fund
- Assign the super fund to the employee
Setup superannuation funds
This is the superannuation fund (i.e. CARE, REST, Australian Super) which you pay the employee super to. To setup a superannuation fund go to Settings ➡ Superannuation Funds.
ℹ You can request adding your super fund if its not present in the search list.
Check out the short video demo below on setting up a super fund as well as how to submit a request for a missing super fund -
Assign superfund to employee
After you have set up the superfund, you will then need to assign it to the employee. This is where you select the superfund product and super items for the employee to be used in pay runs.
To enter assign a super fund edit the Employee ➡ Other Details. Select the superannuation fund from the list then select the associated fund product. Enter the member number (mandatory) and a date when the employee joined the super fund.
ℹ The default system superfund is automatically assigned to all employees created in Reckon Payroll which can be removed after you've assigned a specific superfund to the employee.
Check out the demo video below to learn how to assign a superfund to an employee -
Employee Pay Setup ✍ (Exclusive to the Premium plan 🚀)
Employee pay setup functionality has been introduced to save you time from having to re-enter pay details every time you create a pay run.
You can add earning, allowance and deduction items to the pay setup so you don't have to reenter them each time you create a pay run for the employee.
Check out the demo video below on getting started with the employee setup.
Other Leave Types 🌴 (Exclusive to the Premium plan 🚀)
You can now add more leave types to employees who are eligible for them and also accrue hours for those specific leave types just like you can for Annual or Personal Leave.
To add other leave types to an employee, edit the employee's profile ➡ Leave Entitlements ➡ Add Other Leave Entitlements.
Check out the demo below to learn how to setup other leave items and set a current/existing leave balance for that leave type to an employee.
Minor interface updates 🔨
Pay Item options
With the introduction of the employee pay setup functionality, some additional options have been added during the pay run creation process
- Use default pay items - The pay run will be created using the designated pay items on the Employee Pay Setup
- Copy pay items from last pay run - Copy the pay items used in the employee's last pay run
- Add pay items manually - Create a pay run from scratch
The option to 'Use default pay items' has also been added to your Pay Item preferences in the General settings menu.
Compliance Menu
The Single Touch Payroll (STP) and End of Financial Year (EOFY) sections have been moved to the new 'Compliance' menu option.
We're really excited to deliver this new functionality to users of our Payroll App Web Access service. The features of this update will be making their way to the Payroll App (mobile app) very soon, stay tuned for that as I'll have announcements on the Community as soon as its ready.
If you'd like to utilise web access of your Payroll App you can do so by logging in at https://payroll.reckon.com/
Payroll App Web Access is available to all Payroll App users; Premium plan users have full access to all functionality and read-only access is available to free basic plan users.
End of Financial Year finalisation in the Reckon Payroll App 📅
End of Financial Year finalisation in the Reckon Payroll App 📅
Hi everyone,
This video will give you an overview of how to prepare, create and send your End of Financial Year finalisation in the Reckon Payroll App.
💡 Understanding the YTD Summary balances in the Reckon Payroll App 🔍
How are the Year to Date Summary balances for an employee calculated in the Reckon Payroll App?
The YTD Summary tab in an employee profile will show you a running balance of an employee's total earnings, tax, super, allowances and deductions over the course of the financial year.
This balance will progressively update when the employee is included in any pay runs that you create in the app that are marked as paid.
An important aspect to note is the balances that you see in the YTD Summary tab is;
- The sum of all payments made to the employee via paid pay runs + any initial Year to Date amounts entered when the employee was first created (if applicable).
This is also explained in the YTD Summary itself which you'll see in the highlighted text on the example screenshot below.
How do I view Initial Year to Date (YTD) balances entered for an employee?
You can view the initial Year to Date balances for an employee any time by tapping on the 'Update initial Year to Date (YTD)' option found at the bottom of the employee's YTD Summary.
You can also find it by tapping the 'Edit' option on an employee profile then selecting the 'Enter initial YTD' button.
You can also make changes or edits to the the initial YTD amounts if they aren't quite right. The screen recording below shows a very simple example of how to edit an employee's initial Year to Date earnings.
How do I change my Multi-Factor Authentication phone number?
REMOVING EXISTING MULTI FACTOR AUTHENTICATION FOR SINGLE TOUCH PAYROLL
If you wish to change the phone number assigned to receive Multi Factor Authentication codes when logging into the GovConnect STP service you can do so directly from your Reckon Portal account.
Check out our help guide below for step by step instructions on how to remove the existing phone number assigned to your Multi-Factor Authentication.
If you've previously setup your Recovery PIN, you can use it to revoke the existing authentication as an alternative method to the above.
Check out more info below on how to use the Recovery PIN -