ANNUAL LEAVE REQUESTS

V1W184
V1W184 Member Posts: 16 Novice Member Novice Member

Is there a way in Reckon Hosted to submit upcoming annual leave requests so when time comes to pay employee it is already sitting in the system?

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited March 2023

    Not as a request/electronically. However, Timesheets are an (often under-utilised) feature which can be very useful as you can enter it in advance there (which then automatically flows through into the specific Paycheque) โ˜บ๏ธ

  • V1W184
    V1W184 Member Posts: 16 Novice Member Novice Member

    Hi Shaz, thanks for great information. Currently our Hosted doesn;t have timesheet functionality. Is this something I am able to easily activate?

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    Edit - Preferences - Time tracking

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @V1W184

    To elaborate further on Kris's advice:

    image.png


    This will then generate a new checkbox in all Employee records, which needs to be ticked to enable time entries:

    image.png


  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    I knew you would know the finer points @AccountsReceivableMH Shaz, I donโ€™t use the feature but knew where to turn it on

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited March 2023

    @Kris_Williams & @V1W184

    It will actually prompt you to automatically tick that checkbox when you select the employee on a timesheet:

    image.png

    ... & the great thing about it is - if you don't want to use timesheets in full - you can just use it for advance leave approvals to ensure these doesn't get forgotten when processing the applicable pay !:


    image.png

    (Annoyingly, the Billable checkbox on each line ticks by default so if you don't on-charge employee hours to Customers, just need to untick this)


    Once saved, this then flows through to automatically prompt for incorporating into payroll for the applicable period:

    image.png


    ๐Ÿ˜Š

  • V1W184
    V1W184 Member Posts: 16 Novice Member Novice Member

    Thank you. This is exactly what I was looking for. Not an easy feature to find in Reckon.