Reports showing YTD totals (including those manually entered in at migration)

Kali

How do we keep track of YTD totals? I can't find an equivalent report to the 'monthly reconciliation' report that Payroll Premier had?

Even a pays report would suffice; however, it doesn't appear to include YTD figures only the wages you have processed since rolling over - which is obviously not very helpful. We need to be able to run a report that shows YTD totals (including those entered manually).

Surely there's a standard report that shows YTD totals (gross, PAYG, super etc) @Rav?

Rav

Hi @Kali

Have you had a look at the reports available to you in your companion Reckon One book that you have access to as part your upgrade to Reckon Payroll from PP desktop?

If not, I'd suggest starting there as there are some extra reports there that complement the ones already in Reckon Payroll.

Payroll Premier upgrade - How to access your companion Reckon One book from Reckon Payroll 🔁

However, any reports that you create in Reckon Payroll (or the companion Reckon One book) will only show data for pay runs created in Reckon Payroll. For any reporting on payruns created in Payroll Premier, generate those reports in the Payroll Premier software itself.

Going to sign off for the night, will see you tomorrow 👋

Kali

Yes, I have but they're not very user friendly nor informative.

Is there no way of creating a report that includes the YTD figures we imported from Payroll Premier to ensure everything has been transferred across correctly?

Rav

Hi Kali,

What are you finding un-user friendly/uninformative about these reports specifically?

Kali

The lack of information they show and not being able to customise anything. The basic report doesn't even show hours worked by an employee in a pay period? That's crucial information.

The pays report in PP was customisable and provided a lot more information.

How do you reconcile wages now against timesheets?