YTD update not on payslip

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G. Daniels
G. Daniels Member Posts: 42 ✭
edited April 2020 in Reckon One
We did the first ever payrun on Reckon without updating the YTD. We did update the YTD of the employees after the first payrun. Now, when we did the second payrun, the YTD is not updated on the payslip. How can we resolve this so we can submit the STP? thank you.

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  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited April 2020
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    Hi G. Daniels

    So can I presume you have been paying the staff since the 1Jul19 manually or on another system and you have just done the first Reckon pay now?

    When you updated the YTD how did you do it & after the 2nd pay run what was the YTD, just the 2 reckon weeks?
  • G. Daniels
    G. Daniels Member Posts: 42 ✭
    edited April 2020
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    Thank you for the reply. 

    We started using the Reckon One mid of July, we paid staff manually until recently. Made the first ever payrun last week of July.

    We've made the YTD by group ie. Weekday, Weekend, Super same with the tax. Do we need to do the YTD individually? The YTD after the two payruns is the two reckon weeks.

    Hope to hear from you soon. Cheers!
  • Kwikbooks (Professional Partner)
    Kwikbooks (Professional Partner) Member Posts: 824 ✭✭✭
    edited August 2019
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    Yes ytd has to be done to individual employees, how did you group it and how did you enter the YTD, jnl entries?? and to what accounts.

    Can you screenshot the entry you grouped to do it.  I have no idea how you could group ytd figures for each employee.

    The easiest way to do it is do a pay run for the total of the weeks that you did manually.  Add the payroll items, ordinary OT 1.5 OT 2.0  Roster day, tax, super for the 4 wks prior for each individual employee and enter one payslip per employee for the total of the 4 weeks.

    Don't forget to update the leave hours as well. the opening hours will be what you brought from manual system then each pay after that should add to the accrued leave.
  • G. Daniels
    G. Daniels Member Posts: 42 ✭
    edited August 2019
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    All our employees are on casual basis. We do run a cafe, so there are three different rates namely weekday rate, weekend and public holiday rates. What we did with the ytd is ie. Weekday - we put the total of each employee on this pay item and same with weekend and super pay items. So there are three ytds we've made and on each ytd all employees are there. Is that the right way to do it? If I am going to do a payrun, it automatically adds to 'Reckon Transactions', should we just delete it? Thank you.

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