Hi, I am wanting to import payroll times (via excel) into Reckon Host. How do you do this?

goHutchy
goHutchy Member Posts: 3 Novice Member Novice Member
edited November 2020 in Accounts Hosted

I am currently in the process of changing software to Reckon Host. But I cannot see where you can import the payroll data. Is this possible?

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,222 Reckon Hall of Famer Reckon Hall of Famer

    Interesting question - also keen to hear if it’s possible

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,164 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited November 2020

    You can import from a csv/Excel file however the mapping is very specific. 

    It's not something I have much to do with but @Gerry Winter or @Zappy may be able to assist ?

    Shaz Hughes.png

    Email | Website | Google Reviews | Facebook Reviews

  • goHutchy
    goHutchy Member Posts: 3 Novice Member Novice Member

    Thanks Shaz, but the issue I have is Hosted doesn't give you the option in the mapping selection. :(

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,164 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited November 2020

    @goHutchy It's under File (along top toolbar) > Utilities > Import > Excel Files.  Here's a screen snip (from a Hosted File):

    Capture.JPG


    Shaz Hughes.png

    Email | Website | Google Reviews | Facebook Reviews

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,007 Reckon Hall of Famer Reckon Hall of Famer

    Hello GoHutchy

    Whats the number of employees you have ?

    Cosmic has done apps , 400 employees exported to Reckon in say 15 minutes .

    https://www.youtube.com/watch?v=AD9oN-EfU3s


    Chandra

    0407068942

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,548 Accredited Partner Accredited Partner

    Not my area so i wont be of any help.

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • goHutchy
    goHutchy Member Posts: 3 Novice Member Novice Member

    Hi Gerry


    I appreciate your help.

    Hi Found the mapping before, but in the drop down selection, it doesn't give you a mapping type to import into payroll. (See below). I assume the mapping gave you the field headers to match off against.

    Import Type.PNG


  • Rav
    Rav Administrator, Reckon Staff Posts: 14,105 Reckon Community Manager Community Manager

    @goHutchy

    I'd highly recommend taking a look at the in-product Help menu within Reckon Accounts Hosted, in particular the content around importing.

    The below is a screenshot of the help guide on setting up an import from an Excel file and there are others for differing file types etc.

    image.png


    Getting in touch with a Reckon Accredited Partner (see below) or Reckon Development Partner such as @cosmic might be helpful in this.

    https://partnersearch.reckon.com/


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