Has anyone had issues (post STP2) with allowances not calculating correctly in payroll?

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Tammi
Tammi Member Posts: 4

We have set up and entered allowances- they worked perfectly the first week, then the following week we entered the allowances again. However they did not transfer to the employee summary section, we had to manually enter the amounts in for the payroll to include the figures.

Also we noticed that different payslip templates was showing differnet figures for the same pay week.

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,483 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Hi Tammi

    Payroll Items in your list are generic - they should be able to be used for any employee they apply to.

    For a particular Payroll Item to be retained on an employee's Paycheque by default, you need to add it to the individual employee's record:

    You should get a prompt for this the first time you add a new one on a Paycheque:


    " ...Also we noticed that different payslip templates was showing differnet figures for the same pay week ..." Will need more info on this one - Are you able to post screenshots of the Paycheque & Payslip template differences ?

    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!)
  • Tammi
    Tammi Member Posts: 4
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    Thanks Shaz,

    Yes I did set the allowances up originally as you have shown within each employees profile; however when you enter the quantity amount under other payroll items, the dollar value should then calculate into the employee summary section. It does not calculate into the employee summary, it's just blank-this is not happening for every allowance, and as mentioned, the first week we used them it all calculated perfectly, however now they do not.


    We had to manually type the amount in the section which is circled blue above.


    Below are 2 payslips, both are for the same pay week which is above (with the blue circle), and for the same employee, but different payslip templates (one is the standard template and the other is our formatted one).



    The below entry is for a different employee and a different week, however the truck allowance has not calculated correctly into the employee summary section, the amount should be $15.58 not $9.37 as the system calculated


  • Acctd4
    Acctd4 Accredited Partner Posts: 3,483 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    The incorrect calculation sounds like an issue with the set up ...Is it only on the Truck Allowance that this is happening, not the others ?

    Check all of your Allowances settings on this window:

    I'm wondering if it's set to Neither. If you want to use the Quantity column, you need to ensure it's selected for that.

    Another issue could be if you've entered a Limit, either on the next window of the Payroll Item:

    ... &/OR in the individual employee record:

    ... as once the employee has earned up to that limit for that Allowance, this will prevent it calculating any additional.

    Regarding the Payslips, I don't use the custom one - as all the required info displays on the default ones so I don't see the need for it - but I have heard these can occasionally display incorrect figures. The only workaround for that is to use the default Payslips if they display correctly. What additional info does the custom one show that the default ones don't ?

    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!)
  • Tammi
    Tammi Member Posts: 4
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    It has happened on 1 other allowance type, but not all of them. I checked the way they were setup, they were the same as you have suggested other than under DEFAULT RATE and LIMIT, I had the "This is an annual limit box ticked- would that cause it?


    Hmmmmm under each employee I did have limits in place for the allowance types that are playing up. I was thinking that it would limit the $ value per pay, but now I'm realising it limits the $ value for YTD, is that correct?

    In regards to pay slips, we just wanted our logo on it........ but we can revert back to the standard one if we need to.

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,483 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited July 2023
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    Hi Tami

    You've not confirmed if that's the case but that annual limit checkbox on the Payroll Item will only affect things if you've actually entered a limit amount in the box there.

    It sounds like "Limits" are the answer though as you mentioned having them in the employee record. Yes, these limits refer to the accrual over a whole FY period 😬

    Ah yes, a logo is the only thing missing in the default Payslips 🙄

    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!)
  • Tammi
    Tammi Member Posts: 4
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    Thankyou for your assistance, I thinks those limits are the problem, and we will revert back to the default payslips. Hopefully it solves the issues.🤞🤞🤞

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,483 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
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    Yep, take the limits out

    OR

    work out what the annual maximum limits are & enter those instead 😊

    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!)