YTD totals on payroll summary report

Ari Gold
Ari Gold Member Posts: 16 Reckoner Reckoner
in Reckon One

Hi Reckon team

Do you have any plans on including the year to date pay that is already paid to an employee into the payroll summary report?

It was a significant shortcoming during the last year when it came to tracking pays and reconciliation

Comments

  • Lucas
    Lucas Reckon Staff Posts: 487 Reckon Staff Reckon Staff

    Hi @Ari Gold,

    I'm a little confused what you mean to include a YTD pay that is already paid to an employee? You should be able to change the dates of the Payroll Summary and have the figures for the entire year present there.

    If this is not the case, could you please make a post on our Reckon Product Ideas in detail and make a submission there please. Where our development team can take a look at the suggestion made and hopefully implement this in the future for you. Thank you and speak soon.

    Cheers,

    Lucas

    Lucas Andrews
    Technical Support Representative

  • Ari Gold
    Ari Gold Member Posts: 16 Reckoner Reckoner

    Hi Lucas

    Let me try and explain better for your understanding. The payroll summary report doesn't include any pay that has already been paid to an employee. I have to enter that into the initial pay screen.

    The payroll summary report does not include any of this pay in the figures in the report. Is there a reason for that?

  • Lucas
    Lucas Reckon Staff Posts: 487 Reckon Staff Reckon Staff

    Hi @Ari Gold,

    The Payroll Summary report in Reckon Payroll should have a period date that should allow you to view the figures of the pays for the time period. If you would like a detailed overview of the pay runs for the employees, I recommend using a detailed pay run.

    The pays should appear in either report, what has been paid to an employee. Do you mind perhaps attaching a screenshot in regards to this issue for me please? It would be highly appreciated.

    Thank you and speak soon.

    Cheers,

    Lucas

    Lucas Andrews
    Technical Support Representative

  • Ari Gold
    Ari Gold Member Posts: 16 Reckoner Reckoner

    Thanks Lucas but I'm not sure you've grasped what I'm asking.

    @Rav are you around and able to help me here?

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,625 Reckon Community Manager Community Manager

    Hey @Ari Gold

    You're correct, at the moment the Payroll Summary report doesn't include initial YTD balances that have been entered for a specific employee(s).

    This is certainly an area we're looking to improve, particularly when it comes to EOFY-time to make reconciling pay run balances easier for our Reckon Payroll users and we've had some robust conversations with the product team around this very topic.

    In the interim, if you're looking for some guidance on reconciling your employee balances for EOFY then I'd highly recommend checking out this detailed guide we put together 👇

    Understanding how to prepare and reconcile your EOFY with Reckon Payroll 📅

  • Ari Gold
    Ari Gold Member Posts: 16 Reckoner Reckoner

    Thanks for confirming Rav. Looking forward to this report being updated

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