Reckon One Enhancements (26 September 2016)
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Rav
Administrator, Reckon Staff Posts: 15,389 
Community Manager
Community Manager
Hi everyone!
Our Reckon One team have introduced a series of new enhancements to our cloud solution Reckon One which are now live!
Here are some details of what is included in this update;
Ozedi Direct
Ozedi integration is now available with Reckon One!
The Payroll settings sections will now include a new menu option called SuperStream Services. This new option allows you to select the gateway provider you wish to lodge super requirements with.
When the SuperStream Services page is accessed for the first time the default service will be set ‘No SuperStream service’. The ‘Select a service’ drop down list will contain 2 gateway providers that you can choose from to remit superannuation contributions.
When NAB Super Pay is the selected service, the below details will appear.
When Ozedi Direct is the selected service, the below details will appear.
Lodge Via Gateway button
The Lodge via Gateway functionality has been updated and will send the superannuation payments to the nominated gateway provider based on your selection within the SuperStream Services settings page (outlined above). When No SuperStream service is set and you attempt to lodge via gateway the following dialog will appear:
When NAB Super pay is thenominated service provider the following dialog box will appear.
When Ozedi Direct is nominated service provider the following dialog box will appear
Add new Tax and Medicare adjustment rates for 2016/17
In the 2016 May Budget it was announced that the Pay As You Go (PAYG) withholding tax rates would change for the 2016-2017 income year. As of 1 October 2016 the new PAYG tax rates changes will come into effect. The change will now see the tax rate of 37% start from $87,000. Previously this was $80,000.
YTD column on Payslips
Based on user feedback we have added the YTD (Year to Date) column back to payslips. When choosing to print a payslip, or viewing a payslip PDF that is generated when sending the pay slip via email, the YTD column will be visible with the current values since the start of the financial year.
If you would rather not show the YTDcolumn, the same setting that controls the display of the YTD column in a payrun also controls this function.
Customise invoice font size and font type
You can now change the font size and the font type for invoice templates.
There are 3 font sizes (7pt, 9pt or 11pt) and 8 font types available.
Fonts: Arial, Georgia, Lucida Grande, Open Sans, Palatino, Tahoma, Times New Roman and Verdana.
This setting is found by navigating to the following menu: Administration menu > Settings > Manage Invoice Templates
Please note: The invoice template column header labels use font size 7pt regardless of the font size specified for the template and the following invoice template labels have been renamed:
A more advanced invoice designer with more functionality is coming soon.
Tax code exemption report
A tax code exemption report is now available. This report shows transactions without a tax code for a given period.
Reporting menu > Report Centre > Category: Lists > Tax code exemption report
Note: NZ users will have a GST code exemption report. UK users will have a VAT code exemption report.
The report allows you to drill down into a transaction when clicking the data in the transaction type column.
The report allows you to drill down on a contact when clicking the data in the contact column.
Tip: When drilling down on reports, we recommend right clicking the drill down entry and select the option ‘Open in a new tab’. This way you won’t override the current report.
Bank Account action button
The bank account list page now shows an Action button for each bank account. The Action button groups the existing action options. More actions will be introduced in future updates and these actions will be made available via the Action button.
Please note: The ‘Add bank payment’ action is currently available in Australian books. This option is used to create bank payment (ABA) files. Bank payment functionality for NZ and UK users will be added in a future update.
Description column in Payments and Receipts
The description column is now shown in the ‘New’ tab within payments and receipts.
Verifying a Supplier ABN now displays the entity name
When you verify a supplier ABN, Reckon One will now display the entity name for the respective ABN
Add Loading column to YTD setup pays
You can now setup Year to Date balances to affect leave loading balances. The YTD set up pays page now includes a new column called Loading Amount. The adding of the loading amount column caters for the previous change of splitting out the leave loading component from annual leave items and showing the loading portion as a separate value.
The Loading amount field works in the following way:
The value entered in the Amount field is $1175. This is the total for Annual leave and Leave Loading. The loading amount auto calculates $175.
The Loading column performs the following calculation
Amount field value $1175 divide by 1.175 = $1000.
Amount field value $1175 minus $1000 = $175
Add Option for rounding to Settings
The Payment defaultssection within the general payroll settings has received some minor enhancements.You will now see in the dropdown list for Round to nearest* include a ‘No rounding’ option. In New Books thiswill set as default.
Our Reckon One team have introduced a series of new enhancements to our cloud solution Reckon One which are now live!
Here are some details of what is included in this update;
Ozedi Direct
Ozedi integration is now available with Reckon One!
The Payroll settings sections will now include a new menu option called SuperStream Services. This new option allows you to select the gateway provider you wish to lodge super requirements with.
When the SuperStream Services page is accessed for the first time the default service will be set ‘No SuperStream service’. The ‘Select a service’ drop down list will contain 2 gateway providers that you can choose from to remit superannuation contributions.
When NAB Super Pay is the selected service, the below details will appear.
When Ozedi Direct is the selected service, the below details will appear.
Lodge Via Gateway button
The Lodge via Gateway functionality has been updated and will send the superannuation payments to the nominated gateway provider based on your selection within the SuperStream Services settings page (outlined above). When No SuperStream service is set and you attempt to lodge via gateway the following dialog will appear:
When NAB Super pay is thenominated service provider the following dialog box will appear.
When Ozedi Direct is nominated service provider the following dialog box will appear
Add new Tax and Medicare adjustment rates for 2016/17
In the 2016 May Budget it was announced that the Pay As You Go (PAYG) withholding tax rates would change for the 2016-2017 income year. As of 1 October 2016 the new PAYG tax rates changes will come into effect. The change will now see the tax rate of 37% start from $87,000. Previously this was $80,000.
YTD column on Payslips
Based on user feedback we have added the YTD (Year to Date) column back to payslips. When choosing to print a payslip, or viewing a payslip PDF that is generated when sending the pay slip via email, the YTD column will be visible with the current values since the start of the financial year.
If you would rather not show the YTDcolumn, the same setting that controls the display of the YTD column in a payrun also controls this function.
Customise invoice font size and font type
You can now change the font size and the font type for invoice templates.
There are 3 font sizes (7pt, 9pt or 11pt) and 8 font types available.
Fonts: Arial, Georgia, Lucida Grande, Open Sans, Palatino, Tahoma, Times New Roman and Verdana.
This setting is found by navigating to the following menu: Administration menu > Settings > Manage Invoice Templates
Please note: The invoice template column header labels use font size 7pt regardless of the font size specified for the template and the following invoice template labels have been renamed:
- ‘Invoice address’ has been renamed to ‘Invoice to’
- ‘Shipping address’ has been renamed to ‘Ship to’
- ‘Invoice number’ Has been renamed to ‘Invoice #’
- ‘Reference’ has been renamed to ‘Ref #’
- ‘Payment terms’ has been renamed to ‘Terms’
- ‘Quantity’ has been renamed to ‘Qty’
A more advanced invoice designer with more functionality is coming soon.
Tax code exemption report
A tax code exemption report is now available. This report shows transactions without a tax code for a given period.
Reporting menu > Report Centre > Category: Lists > Tax code exemption report
Note: NZ users will have a GST code exemption report. UK users will have a VAT code exemption report.
The report allows you to drill down into a transaction when clicking the data in the transaction type column.
The report allows you to drill down on a contact when clicking the data in the contact column.
Tip: When drilling down on reports, we recommend right clicking the drill down entry and select the option ‘Open in a new tab’. This way you won’t override the current report.
Bank Account action button
The bank account list page now shows an Action button for each bank account. The Action button groups the existing action options. More actions will be introduced in future updates and these actions will be made available via the Action button.
Please note: The ‘Add bank payment’ action is currently available in Australian books. This option is used to create bank payment (ABA) files. Bank payment functionality for NZ and UK users will be added in a future update.
Description column in Payments and Receipts
The description column is now shown in the ‘New’ tab within payments and receipts.
Verifying a Supplier ABN now displays the entity name
When you verify a supplier ABN, Reckon One will now display the entity name for the respective ABN
Add Loading column to YTD setup pays
You can now setup Year to Date balances to affect leave loading balances. The YTD set up pays page now includes a new column called Loading Amount. The adding of the loading amount column caters for the previous change of splitting out the leave loading component from annual leave items and showing the loading portion as a separate value.
The Loading amount field works in the following way:
- When the pay item field contains an Annual Leave type item the field becomes editable
- When the Pay item field contains Non Annual leave type items the field is NOT editable
- The entered value against the Amount column field should contain the combined total for Annual Leave and Leave loading components.
- The loading column will perform an automatic calculation to show the loading portion based on the value entered in the Amount field.
The value entered in the Amount field is $1175. This is the total for Annual leave and Leave Loading. The loading amount auto calculates $175.
The Loading column performs the following calculation
Amount field value $1175 divide by 1.175 = $1000.
Amount field value $1175 minus $1000 = $175
Add Option for rounding to Settings
The Payment defaultssection within the general payroll settings has received some minor enhancements.You will now see in the dropdown list for Round to nearest* include a ‘No rounding’ option. In New Books thiswill set as default.
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