Allowances in the checklist

ckinspire

Hi, I do not pay any allowances, how do I fill that in the update? There are no options in the drop down menu.

Thanks Kerry

Rav

Hi @ckinspire

It looks like you're using the Payroll App rather than Reckon Accounts Hosted which this post has been created under. No worries, I'll move it over to the right category 🙂

If you are not paying allowances and don't have any need for them either then I'd recommend that you delete the allowance items from your pay items prior to proceeding with the STP Phase 2 Ready Checklist.

You'll be able to delete any allowance items you have including the default ones by going to Settings ➡ Pay Items ➡ Allowances ➡ Select the Delete option on any allowance items you have in your list.

Example screenshot below (click on it for a larger view)

Acctd4

Hi Kerry

The STP 2 functionality (& update) hasn’t been released yet for Reckon Accounts Hosted (it’s due out mid-June) so not sure what you’re referring to ? 🤔

ckinspire

Hi I am following instructions in payroll. Below please see the checklist. I am not sure what to enter for Allowances? Thanks

ckinspire

Hi Rav thank you for your help on the above matter. I am having the same problem with the leave.

I have tried to delete leave items, but as per image below it is being used for an employee. Not sure how to amend that as my employees are casual and are not paid leave.

Thanks Kerry

Acctd4

Hi Kerry

In your Payroll Items List (in your actual program, not the wizard in your screenshot above) right-click on your Compassionate Leave Payroll Item > FastReport. Make sure date range is set to All.

This will show all/any Paycheques that it’s been included on. You can Unlock said Paycheque(s) & - providing it is just there but has not been used/paid (eg doesn’t have a $ value) - you can just delete it off the Paycheque(s)

Acctd4

@ckinspire My apologies Kerry - Have just noted this is in the Reckon Payroll App. My advice above was referring to Reckon Accounts/Hosted so please disregard that as the app is completely different 😬

ckinspire

Hi thanks for your reply. I should have mentioned I was using the Rekon payroll App. Could you advise me on how to fix the problem on the Payroll App. Thanks Kerry

Rav

Hi @ckinspire

Have you actually used this Compassionate Leave item in a pay run for any employee so far? Or have you only assigned it to an employee/employees?

If you've actively used the compassionate leave item in a pay run then it cannot be deleted from your leave items unless you first remove it from all respective pay run(s) that its been used in.

If you've only assigned it to an employee(s), go into the employee's profile ➡ Leave Entitlements ➡ Edit ➡ Remove the Compassionate Leave item from the employee.

I've added a screen recording below just as an example which shows me deleting a Long Service Leave item that has been assigned to an employee but the steps are the same.

You'll need to repeat this step for all employees that you've assigned this leave item to and doing so will make the employee ineligible to that leave item.

Hope that makes sense but let me know if you have any questions.