Book name grey out at Step 3 of Reckon Payroll setup

tonyatandrewlim
tonyatandrewlim Member Posts: 4 Novice Member Novice Member
edited June 14 in Reckon Payroll
Trying to upgrade to Reckon Payroll but could not complete company setup

Hi,

Same issue as the post linked below.

https://community.reckon.com/discussion/8034036/existing-reckon-one-payroll-user-issue-with-step-3-book-name

My login has payroll administrator roll, and below is a screenshot of the issue.

Screenshot 2024-06-14 123518.png

Comments

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 349 Reckon Staff
    edited June 14

    Hi @tonyatandrewlim

    There has been a missing Branch Number in your Reckon One Company book, because of which the Book Name is not appearing in the section and is also greyed out.

    If you go back to Reckon One Book - Settings - General Settings - Book Settings - Enter Branch Number and Save.

    Make sure to have branch number starting with Zeros, such as for Branch Number 1 (enter as 001)

    image.png

    Once you add Branch Number, go to Payroll and you should be able to save the details. Please let us know for any concerns. Thank you!

    Regards

    Tanvi

  • klaura
    klaura Reckon Staff Posts: 255 Reckon Staff

    Hi tonyatandrewlim,

    Before upgrading to Reckon Payroll, can you make sure that you have indicated a branch number in your Reckon One Settings. Settings › General › Book settings

    image.png

    You may also check this post for more information.

    https://community.reckon.com/discussion/8034127/im-trying-to-upgrade-to-reckon-payroll-why-am-i-being-asked-to-setup-my-company

    I hope it helps.

    Karren

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