IMPORTANT INFORMATION FOR OUR RECKON USERS REGARDING SINGLE TOUCH PAYROLL PHASE 2

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How to print out payslips

OWNOWN Member Posts: 10

Our bookkeeper left but didn't give me a detailed handover on how to use Reckon. He set up our pays for this fortnight, however, I can't figure out how to get to that information again and print out the payslips. The only written instructions he gave me were to go through the payroll process of entering in the information, click Save & Close, then Create payment, then Print Pay Slips - in other words do it all in one sitting, but he didn't print out the payslips when he created the payments for this fortnight, and I don't know how to get back to this fortnight's payments to print out the payslips. Is there a way of deleting a previous entry and re-doing it again from scratch? Thankfully I know what our fortnightly pays are and am able to manually pay staff by going directly to our bank account, but I'd like to be able to give staff their payslips as well. We use Reckon Hosted Online. I tried the Reckon Support number but wasn't clear about the options and when I hit 0 to hear the menu again, it dropped out on me. Would appreciate any help that is out there. Thanks.

Comments

  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭

    If you go to the payroll section where the pays are processed there’s a little print box, click the arrow and you can print or email from there

    you can also go to File- Print forms and select payslips

  • OWNOWN Member Posts: 10

    I went to payroll but can't see any print icon anywhere there. I don't think our bookkeeper set the system up properly in the first place. Thanks anyway.

  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭

    This has nothing to do with setup, have a look under File - print forms - payslips

  • OWNOWN Member Posts: 10
    edited December 2021

    Thanks for taking the time to look at this question, but I now have the answer. Managed to get onto Reckon support after going through various numbers and he helped me print out the payslips. I didn't have to open up Payroll at all but go to File, print forms, then payslips (as per your second section Kris). Once I'd put in the correct date, I was able to access the payslips which were "printed" as a pdf which I then was able to download etc. So thanks all.

  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭

    Great however the other way works too and can be done when you have finished processing the pays and it’s right there in the same window


  • OWNOWN Member Posts: 10

    Thanks Kris. The problem was that I didn't process the pays (the bookkeeper who left did), and I didn't know how to get back to them. I actually did them again, and through some other screen (don't ask me which one) I then discovered there were duplicate entries for the same date. Thankfully I somehow managed to change the entries I'd made today and give it next fortnight's date so next fortnight's pays have been done as well! Just went in to try the way you show above and I'm the only information that comes up on my screen is as per below - probably because he set the pays up for 3rd December and not today. I'll jot this way into my notes as well though, just to cover all bases. Problem averted for this fortnight thank goodness!


  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭

    The print box should be available above the payroll tab and I think it’s available on the Employee tab as well

  • OWNOWN Member Posts: 10

    Thanks. Lots to learn...........

  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭

    Yes it is available in any one of those tabs. When I process pays I just go up the top to Employees- Payroll Centre. Might be worth investing in an hour of training by an accredited trainer - it will make things easier for you.

  • ZappyZappy Accredited Partner Posts: 4,889 ✭✭✭

    It's probably a lesson never to repose so much trust in a employee. The business owner really needs to engage a professional to develop some systems and procedures so you don't land in this situation again.

  • OWNOWN Member Posts: 10

    We're a small not-for-profit (only two part-time staff now, the equivalent of 1 full-time staff member) so training is not really in our budget. Would have been better if there had been a decent handover, or I was able to find suitable Help files in Reckon.

  • Acctd4Acctd4 Accredited Partner Posts: 1,520 ✭✭✭

    Did you search the Help files within the program itself? They’re actually really good 😊

    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://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!)

  • OWNOWN Member Posts: 10

    I did a search on the Reckon help files for pay slips - printing, and what came up was how to change fonts, so I haven't found the help files on the Reckon I can access helpful at all.

  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭
    edited December 2021

    you can call me 0415940843

  • OWNOWN Member Posts: 10

    Worked everything out, thanks very much. How do I close a discussion on the community?

  • Kris_WilliamsKris_Williams Member Posts: 2,140 ✭✭✭✭

    You don’t have to do anything, good luck with it all

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