Reckon One update! ✨ Classifications in payroll & more!

Rav
Rav Administrator, Reckon Staff Posts: 13,911 Reckon Community Manager Community Manager
in 📢 Reckon One - Announcements
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Reckon One has received a new update today which introduces classifications in payroll along with fixes and enhancements. Check out the inclusions in today's update below.

🆕 Classifications in Payroll

Reckon One already has classifications for invoices, bills, adjustment notes and journal entries and we're now really excited to let you know that classifications are now available in payroll!

Key features of Classifications with payroll

Flexible Configuration

Classifications are available in all Reckon One books and you can choose to enable or disable them on a per-book basis if you have multiple books.

You can also enable or disable individual Classifications. Any disabled classifications will not appear in selection fields. You can designate a default classification, but it will not auto-populate the employee’s profile or pay runs to maintain payroll accuracy.

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Using Classifications with payroll

You can choose to optionally assign classifications to an employee's pay profile which will appear under the Employment Details section.

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Classifications can also be manually added or overridden within a pay run, either for the employee’s entire pay or at the individual pay item level.

If timesheet data is included in a pay run, any associated Classifications will be copied over automatically.

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Reporting Enhancements

Classifications are included in the Payroll Detail report.

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Classification data will also be included in journal entries automatically created when a pay run is marked as paid, splitting amounts accordingly—similar to existing behaviour with Customers and Projects in your Reckon One book.

A couple of important things to know..

  • This is our first phase of introducing classifications to payroll and we're continuing to build this out. Future iterations will focus on expanding reporting options for use with classifications.
  • Classifications will only apply to payroll from the date you enable it. It's important to note that past transactions will not be backfilled so any reporting on classifications will start from when its enabled in your book.

🆕 Read-only mode for payroll

A new and improved read-only mode has been introduced to ensure you can view payroll on deactivated books. This first release allows access to the majority of payroll screens and a subsequent update will include access to the remaining few menus.

🐛 Fixes & Enhancements

  • We've corrected the formatting of columns in the Payroll Detail, Payment Schedule and Super Transactions reports.
  • Based on user feedback we've renamed the Select Supplier label to Select Contact in the Bank Transactions screen since it shows both types.
  • Removing a leave item from a termination pay run will now also correctly remove its tax component as well.
  • Fixed an issue where newly created payees in the deduction item drawer did not appear in the payee dropdown list unless the page was refreshed.
  • Employees are now displayed in ascending order by default when setting up a pay template
  • You can now sort by status when setting up a pay template
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Comments

  • RK1
    RK1 Member Posts: 1 Novice Member Novice Member

    Is there supposed to be any sound?

  • Rav
    Rav Administrator, Reckon Staff Posts: 13,911 Reckon Community Manager Community Manager

    Hey @RK1, welcome to the Reckon Community 🙂

    Do you mean for the screen recording above? If so, then no its just a quick little GIF to show where the classifications functionality exists within the pay run drawer.

    We'll create a new, fuller how-to video on the classifications feature soon once we've built out more reporting for it.

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