Travel Allowance Error

Hi, I am wondering if anyone can answer this for me in regards to payroll when paying a travel allowance.

If an employee has kms which they are claiming, we need to change the company preferences by going to the Edit Menu - Company Preferences - Payroll & Employees - then select the tick box for 'Job costing & Class tracking for paycheque expenses' - then check Entire Pay Cheque option. This then sends the employee two payslips (one for hours worked and one for travel claimed). Once we have processed this, we need to change the settings back.

Is this normal and is there any way around it? It just seems crazy that we need to issue employees two payslips and doubles the workload. Any help would be appreciated. Thanks

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 1,328 ✭✭✭
    edited September 15

    Job Costing & Class Tracking are both unrelated to the ability to enter & display an allowance quantity/rate. The only necessary checkbox that needs to be ticked for this is the "Recall quantity ..." field:


    This then allows for the km quantity to be entered - & displayed - on the pay (along with the c/km rate):


    Is this not what you're doing?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

  • Thanks for this, I will have to give it a shot.

    It just seems crazy to be having to do this, as apparently not doing the process that I listed above messes with the classifications.

    I've come from a non-Reckon background, so still making sure we are doing everything efficiently.

    Thanks, Candice

  • Acctd4Acctd4 Accredited Partner Posts: 1,328 ✭✭✭

    Hi Candice

    If you need to allocate more than one Class across an employee Pay, Reckon requires that " ...per Earnings Item" checkbox in Preferences ticked to be able to do that. I'm a bit puzzled as to why you need to change this Preference though ? The employee doesn't need 2 Payslips - All the info can be produced on the one as per my screen snip above 😁


    In addition, you also need to tick the checkbox on the specific Payroll Item(s) that you need to multi-classify:

    This will then pro rata the Class allocation as per the earnings breakdown percentage on that particular pay eg if 19 hours are allocated to Class 1 & 19 hours are allocated to Class 2, the split for the allowance will be 50% allocation to each.

    Hopefully that helps ☺️

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper *** (specialising EXCLUSIVELY in Reckon Accounts / Reckon Accounts Hosted!)

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

    (NB: Please mark your post as Accepted Answer/Answered if I have been able to resolve your query as this helps others when seeking solutions!)

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