-
Accepting invoice payments
We're starting to create invoices in Reckon One and our reps would like to accept payment when they finish jobs out in the field. Is this possible?
-
Include details on Fixed Asset configuration
Fixed Assets is not just about acquiring the asset and listing it on the Balance Sheet. Each year depreciation is charged and the written down value needs to be tracked for the next year's depreciation charge. At the end of the life of the asset it may be sold which will have implications for Profit & Loss. Also, as a…
-
New administrator
I am going on leave so I need to set up another administrator to be able to access the payroll to do the staff wages. How do I do this so the new person has their own login details and the verification code will go to their phone number Thank yoy
-
How to change login phone number, if phone is missing?
Phone is missing, can't receive authentication code and can't login, how to change login phone number? Can't remember recovery PIN, how to reset it and authentication method?
-
How to get the detail of each invoice on a report?
Can anyone help how to get the detail of each invoice on a report so that I don't have to print out each invoice? I haven't been able to find where to get all this detail on any other reports. I can find where to get a line item of each invoice showing item no. and item description, along with customer name and prices…
-
Super Fund Name - not on payslips
Hello, I have entered the superannuation details into the employee profile, name, number and USI but the payslip is not showing the 'Super Fund Name' - and I can't work out why? Thank you (This is my template layout for the payslip)
-
Link customers
We use our Reckon system as record keeper of jobs we have performed in the past which makes research easy if a customer has a problem with their product and it needs repairs. From time to time, the goods change hands - eg the previous customer sells the product due to retirement, moving on etc. When the new customer rings…
-
Tax Tracking for Time in Lieu of notice
Hi I am paying an employee a weeks pay in lieu of notice. I have set up a new payroll item called Time in Lieu of notice. Looking through the community and ATO website the Tax Tracking needed is O. Looks like the only option is Post June 1983 Untaxed Element. Do I use this tax tracking and manually check the tax tables and…
-
STP Gross payment shows as minus
Hi, Just about to finalise STP for one of my clients who is no longer trading and noticed an issue with the gross pay figure of employees who received unused leave payments. For example, Employee A received the ordinary wage (OTE) $2704 and unused Annual leave and Long service leave pyment totalling $6822. In her final STP…
-
Refund Customer
Hi, I have a customer who has a credit on their account due to alot of over payments. He has requested the money to be refunded to clear the account up. I have refunded the funds but as the credit is still open on their account, how do i clear out that credit? FYI - i am using Accounts Hosted. Thank you
-
How to correct Super
We have processed 2 pays periods and 2 employees had incorrect super percentage applied. We have already paid the Super to the Clearing House. Am I best to Unlock the pay and correct the Super, rerun the super report and pay the difference to the relevant employees through the SCH? OR… Do I do an unschedule pay run and…
-
No annual leave
Employee has exhausted all of their leave I'm trying to create a pay slip for 38hr no pay annual leave, but it puts annual leave hours into negative and pays the employee. How do I avoid this? Thanks
-
Add reports to Reckon One dashboard
The stuff on the dashboard looks cool surface level but isn't too useful, if you could add specific reports to dashboard that would be great, Such as P&L for last month or Unpaid invoices ect…
-
New Company / Employees
Hi, I am setting up a new company (new name, new ABN, new reckon folder) within the business and moving a few employees over. Do I have to terminate them in the old company for the sake of STP? I will be transferring their leave liabilities - but will I then have to make their new start date, the first payroll date in the…
-
Edit Customer when creating an invoice
When you are creating an invoice, and inputting the customer name, there should be somewhere to click on that brings up pop up window of the customer info page. There you can adjust the contact email or adjust payment terms for that specific customer.