Allowances in the checklist

ckinspire
ckinspire Member Posts: 45
edited January 3 in Reckon Payroll 🚀

Hi, I do not pay any allowances, how do I fill that in the update? There are no options in the drop down menu.

Thanks Kerry

Best Answer

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
    Answer ✓

    Hi @ckinspire

    It looks like you're using the Payroll App rather than Reckon Accounts Hosted which this post has been created under. No worries, I'll move it over to the right category 🙂


    If you are not paying allowances and don't have any need for them either then I'd recommend that you delete the allowance items from your pay items prior to proceeding with the STP Phase 2 Ready Checklist.

    You'll be able to delete any allowance items you have including the default ones by going to Settings ➡ Pay Items ➡ Allowances ➡ Select the Delete option on any allowance items you have in your list.

    Example screenshot below (click on it for a larger view)



    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited April 2023

    Hi Kerry

    The STP 2 functionality (& update) hasn’t been released yet for Reckon Accounts Hosted (it’s due out mid-June) so not sure what you’re referring to ? 🤔

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • ckinspire
    ckinspire Member Posts: 45

    Hi I am following instructions in payroll. Below please see the checklist. I am not sure what to enter for Allowances? Thanks


  • ckinspire
    ckinspire Member Posts: 45

    Hi Rav thank you for your help on the above matter. I am having the same problem with the leave.

    I have tried to delete leave items, but as per image below it is being used for an employee. Not sure how to amend that as my employees are casual and are not paid leave.


    Thanks Kerry

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Kerry

    In your Payroll Items List (in your actual program, not the wizard in your screenshot above) right-click on your Compassionate Leave Payroll Item > FastReport. Make sure date range is set to All.

    This will show all/any Paycheques that it’s been included on. You can Unlock said Paycheque(s) & - providing it is just there but has not been used/paid (eg doesn’t have a $ value) - you can just delete it off the Paycheque(s)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    @ckinspire My apologies Kerry - Have just noted this is in the Reckon Payroll App. My advice above was referring to Reckon Accounts/Hosted so please disregard that as the app is completely different 😬

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • ckinspire
    ckinspire Member Posts: 45

    Hi thanks for your reply. I should have mentioned I was using the Rekon payroll App. Could you advise me on how to fix the problem on the Payroll App. Thanks Kerry

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,305 Community Manager Community Manager
    edited May 2023

    Hi @ckinspire

    Have you actually used this Compassionate Leave item in a pay run for any employee so far? Or have you only assigned it to an employee/employees?

    If you've actively used the compassionate leave item in a pay run then it cannot be deleted from your leave items unless you first remove it from all respective pay run(s) that its been used in.


    If you've only assigned it to an employee(s), go into the employee's profile ➡ Leave Entitlements ➡ Edit ➡ Remove the Compassionate Leave item from the employee.

    I've added a screen recording below just as an example which shows me deleting a Long Service Leave item that has been assigned to an employee but the steps are the same.


    You'll need to repeat this step for all employees that you've assigned this leave item to and doing so will make the employee ineligible to that leave item.


    Hope that makes sense but let me know if you have any questions.


    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.