two different access level to one payroll account

jenny_9151212

hi All

is it possible to set up Reckon Payroll to have one access to all employees and the other only limited to access a group of employees like all workers not managers? both access should be able to process payroll just one is limited.

cheers

Jenny

Datarec

Hi @jenny_9151212

Since you are on the Reckon Accounts Premier desktop installation, for the purposes of your own testing here are some recommendations:

• make use of a "Reckon Accounts Hosted" trial subscription
• this will minimise the need to have a "Reckon Accounts Enterprise" desktop software installation
• on your current Reckon Accounts Premier software, make a backup of your company file (QBW) so that you have a backup file (QBB)
• use the Hosted subscription and upload a copy of your company file (QBB) to the Hosted platform
• restore the backup file and put it through the upgrade process so that it can be opened by the Reckon Accounts Hosted application
• then you can test the creation of new roles and assign them to specific usernames to see whether the Roles functionality will provide the granular access level you require.

If the functionality meets your needs, you can then choose whether to:

a) Purchase and install a Reckon Accounts Enterprise software on your local computer, then upgrade your data file, setup the roles and users as needed and continue on with the new software

or

b) Turn the trial subscription into a normal monthly or annual subscription and continue working on your data file that is on the Hosted platform

Acctd4

In Hosted (which is the top, desktop Enterprise version) yes, but not in desktop versions below Enterprise 😬

Datarec

Hi @jenny_9151212

As indicated by @Acctd4 the screen on the Reckon Accounts Enterprise or Hosted would look similar to the following:

Roles can be created or modified which can then be assigned to specific usernames.

Datarec

Note that the response from @Acctd4 refers to the "Reckon Accounts (Desktop)" product range which is the category you selected when you posted your question.

When you mention "Reckon Payroll" you may be referring to the cloud-based Reckon product that is payroll specific.

There is a separate Community section for Reckon Payroll.

Consider reposting your question to the correct category.

https://community.reckon.com/categories/reckonpayroll

jenny_9151212

Thanks for the reply with screenshot, it makes easier to understand.

i still have the question, can the payroll manager process only managers' weekly payroll and the payroll processor to all the worker' ( not managers) payroll? or Can role be assigned to specific employees? it looks like there is more details in Role access—-area and activities —-employees and payroll in the screenshot. just need make sure it does.

if yes, we are using Reckon accounts premier, what do we need to do to get the function like that?

thanks

cheers jenny

Acctd4

Hi Jenny

As per my previous comment, you would need to upgrade to desktop Enterprise or Hosted for that functionality.