Notes not saving in Reckon One

Therese R
Therese R Member Posts: 91 Reckoner Reckoner
in Reckon One

I have been making notes in the Reckon One file for our employees and noticed that they aren't being saved despite double checking that I do actually save. They seem to remain there for a couple of days and then disappear. Is there a reason this is happening please. This is something I miss from Payroll Premier and I was directed to make the notes in Reckon One. It is very frustrating as I have now lost the notes that I have been making over the last 6 months.

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    Hi @Therese R

    Now that you've moved to and are using Reckon Payroll, that is your source of truth when it comes to managing employee information. While your list of employees appear in your companion Reckon One book, its prefilled from data that comes from Reckon Payroll, not the other way around.

    I wasn't aware of the notes functionality behaving in the manner you've described though so that's something we'll need to look at.

    When you enter your data into the employee notes field, do you click on the Save and/or Save & Close button?

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    Hi Rav

    Yes I probably click both depending on what I am about to do next. To recall which one I used on each employee is a bit difficult to recall.

    I have now taken screen shots of the notes that I made today in 5 Employees profiles so that if they drop out again I have a record of what I did.

    I do know that all the notes I made to the employees profiles back in Feb have now disappeared. For the notes I made on 1 July (11) 5 dropped out.

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    Hi Rav

    Further to the discussion above, I went to make notes again and the notes that I had made in the 3 of the 5 employees referred to above have disappeared again.

    Any ideas as to why this is happening?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,418 Reckon Community Manager Community Manager

    Hi @Therese R

    For the employees whose notes disappear, do you make any changes to their profile information? (Aside from entering notes).

    Typically, how long after you enter the notes does it then disappear from that employee profile? I see you've mentioned in your opening post that you've mentioned it can be a couple of days. Is that generally pretty consistent?

  • Therese R
    Therese R Member Posts: 91 Reckoner Reckoner

    HI Rav

    No I did not make any other changes to their profile information.

    The last time I made notes was on 22 July and it was to those 5 employees.

    This time, 3 more employees had their notes disappear along with 3 of the 5 above.

    I have been on leave for 2 pay periods since the 22 July and so did not check the notes until today.

    I am still keeping screen shots of the employees that I make changes to and this time am also dating the change.

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