YTD

lesley_9730541
lesley_9730541 Member Posts: 96 Reckoner Reckoner
in Reckon Payroll

I ran our first pay run after moving from payroll premier to reckon one but notice the YTD have not updated in the employee's record - it did update on the pay slip though.

Any suggestions why this would happen.

Also once we have rectified this can I set up STP2 now having done one pay run or do I need to do something else first.

Thoughts please

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,649 Reckon Community Manager Community Manager

    Hi @lesley

    Can you let me know what specifically in the employee YTD balances didn't update following the pay run you just finished? ie. gross, tax, super etc

  • lesley_9730541
    lesley_9730541 Member Posts: 96 Reckoner Reckoner

    Hi Rav

    I have just noticed than on the YTD totals (YTD summary) on the right of the employees card is correct but when you go to edit the YTD in the employees file it is incorrect - does that matter if the other one is correct?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,649 Reckon Community Manager Community Manager

    Ah right gotcha.

    Ok so the YTD Summary that you see on the employee profile here...

    image.png

    ... is the total balance of all pay runs you create in Reckon Payroll itself PLUS the balances that are in the initial YTD section.

    The balances in the initial YTD section are the employee balances that have come over from your Payroll Premier Desktop.

    So essentially, the YTD Summary in the employee profile is showing the full picture if that makes sense, whereas the initial YTD section shows any initial balances that have been entered for the employee or in this case, migrated over from Payroll Premier desktop.


    I hope that hasn't confused you more but please let me know if you have any questions.

  • lesley_9730541
    lesley_9730541 Member Posts: 96 Reckoner Reckoner

    Thanks Rav - that makes perfect sense - just wanted to be sure.

    Now that I have done one pay run should I now complete STP 2 change over or wait till another run?

    Thanks

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,649 Reckon Community Manager Community Manager
    edited September 2023

    Good stuff 🙌

    One quick thing I'll just advise before you start the STP Phase 2 Checklist, just do a quick check over of your Allowance items and ensure they all have an account assigned to them. You'll find this by going to Settings ➡️ Pay Items ➡️ Allowances.

    image.png


    If all looks ok there and you're ready to make the switch then you should be good to go 🙂

  • lesley_9730541
    lesley_9730541 Member Posts: 96 Reckoner Reckoner

    Thanks Rav - will do - appreciate your assistance as always

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