Importing timesheets into Reckon Payroll

System
System Member Posts: 218 Moderator Moderator
in Reckon Payroll Upgrade for Reckon One 🚀
This discussion was created from comments split from: Reckon Payroll upgrade for Reckon One - Frequently Asked Questions (FAQ) 🙋‍♂️.

Comments

  • Gabrielle Foodey
    Gabrielle Foodey Member Posts: 9 ✭

    I'm having issues importing from timesheets.

    My timesheets are showing as approved with no missing data but cannot be recognized by payroll?

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,823 Community Manager Community Manager

    Hi @Gabrielle Foodey

    Can you let me know what is happening specifically in Reckon Payroll when you try to create your pay run from timesheet info?

    Is there an error message appearing? If so, what is it?

    When creating the pay run in Reckon Payroll, are you selecting the option to use timesheet data? Example screenshot below

    image.png


    Reckon Logo - Signature.png
  • Gabrielle Foodey
    Gabrielle Foodey Member Posts: 9 ✭

    It says no timesheet data available and I have confirmed the timesheets are the correct dates and are approved.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,823 Community Manager Community Manager

    Hmmm that sounds rather strange. Can I get you to please give our technical support team a buzz on 1300 756 663 and we'll have one of our technicians take a closer look into this.

    Reckon Logo - Signature.png
  • Hari Raju
    Hari Raju Member Posts: 8 ✭

    I am having a similar problem with Reckon One timesheets, and their inability to import to Payroll (following Payroll upgrade): I get the same error.

    How do I confirm / approve timesheets oN Reckon One? Can I give access to all staff timesheets to my HR manager?

  • Hari Raju
    Hari Raju Member Posts: 8 ✭

    I worked it out....

    1. Timesheets MUST have APPROVAL required in Settings, else they cannot be imported.
    2. Timesheets are CREATED, then SUBMITTED (by selecting tickboxes to access SUBMIT buttton - by either Employee or HR), then APPROVED (by a Payroll authorised user / HR).

    The HR manager settings were not available as a default "Payroll" user setting as suggested by YT video tutorial, but can be resolved with some trial and error.

    Hope this helps someone.

Categories