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: 3,754 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) ☺️

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

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

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • 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: 3,628 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Edit - Preferences - Time tracking

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @V1W184

    To elaborate further on Kris's advice:


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


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

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

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Kris_Williams
    Kris_Williams Member Posts: 3,628 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    I knew you would know the finer points @AccountsReceivableMH Shaz, I don’t use the feature but knew where to turn it on

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,754 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:

    ... & 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 !:


    (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:


    😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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

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

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • 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.