Table of Contents

Settings - Payroll App

Your Reckon Payroll app, company, and payroll settings are accessed by tapping Settings on the bottom navigation menu.

Plan

Tapping Plan opens the subscriptions menu, where you can subscribe to Reckon Payroll.

Book Switch

To switch between different books in the app, tap Switch books and select the book you want to log in to.

You can only switch between books that:

  • have the payroll module
  • have switched to STP Phase 2

Company Details

Tap Company details to update the Contact name, Email address, Phone number, Address, and the status for Registered employer of Working Holiday Makers.

Bank Details

Tap Bank details to manage your company Bank account's (asset), and Credit Account's (liability).

Manage Company bank details provides further details on how to setup and maintain bank accounts.

Superannuation funds

Tap Superannuation funds to manage the APRA regulated and Self Managed Superannuation funds nominated by your employees.

Manage superannuation funds provides further details on how to setup and maintain Superannuation funds.

Pay schedules

Pay schedules allow you to set up the time intervals your employees will receive payment. Reckon Payroll schedules can be setup as Weekly, Fortnightly, and Monthly.

Pay Schedules provides instructions on how to set up Pay schedules.

Earnings items

Reckon Payroll has four categories of Earning items, Ordinary, Overtime, Variable, and Termination. To add, view, and edit Earning items tap Earning items.

Manage Earning items provides further information on each of the categories and details on how to setup and maintain Earning items.

Leave items

Reckon Payroll has four categories of Leave items, Annual, Long Service, Personal, and Other. To add, view, and edit Leave items tap Leave items.

Manage Leave items provides further information on each of the categories and details on how to setup and maintain Leave items.

Allowance items

Reckon Payroll has six types of Allowance items, Travel, Meals, Transport, Car, Laundry and Other. To add, view, and edit Allowance items tap Allowance items.

Manage Allowance items provides further information on each of the categories and details on how to setup and maintain Allowance items.

Deduction items

Reckon Payroll has three categories of Deduction items, Other, Union/Professional association fees, and Workplace giving. To add, view, and edit Deduction items tap Deduction items.

Manage Deduction items provides further information on each of the categories and details on how to setup and maintain Deduction items.

Reimbursement items

Reckon Payroll includes the ability to pay employee reimbursements. To add, view, and edit Reimbursement items tap Reimbursement items.

Manage Reimbursement items provides information on how to setup and maintain Reimbursement items.

Superannuation items

Reckon Payroll has seven types of Super items, Super guarantee, Employer additional, Productivity, Collective Agreement, Salary Sacrifice, Member Voluntary, and Spouse Deduction. To add, view, and edit Super items tap Superannuation items.

Manage Superannuation items provides details on how to setup and maintain Super items.

Register Software ID

Your unique Software ID for Single Touch Payroll (STP) is displayed.

Register Software ID

  1. Tapping Register your software ID takes to to the steps required to register this software ID with the ATO.
  2. Once you have registered your Software ID, tick I've registered my Software ID.
  3. Tap Done

Single Touch Payroll

Single Touch Payroll Phase 2 will be available in 2023.

To find out what version of Single Touch Payroll you are using for ATO submission, tap Single Touch Payroll.

Single Touch Payroll Phase 2 overview provides details and the changes in phase 2.

Copy pay items from previous pay

We know from pay run to pay run your employee’s pay items and rates more or less stay the same. Rather than re-entering these details, copy pay items from previous pay copies the pay item details for the selected employee(s) from the last pay run they were included in.

By pay run, we mean the pay run pay date not the pay period.

Example

Pay run (pay date)

Employee

Earnings item

NEW PAY RUN - April 30

** Items that will be copied

  1. Mary
  2. Jack
  1. Hourly | $30.00 | 20 hrs
  2. Hourly | $25.00 | 6 hrs

April 23

  1. Mary
  1. Hourly | $30.00 | 20 hrs

April 16

  1. Mary
  2. Jack
  1. Hourly | $28.50 | 6.5 hrs
  2. Hourly | $25.00 | 6 hrs

April 9

  1. Mary
  1. Sunday | $57.00 | 5 hrs

Copied details include:

  • Earnings & leave items
  • Allowance items
  • Deduction items
  • Superannuation items
  • Rates
  • Hours
  • Quantities

Once copied you can edit any of these values. For example, if your employee is casual you can adjust their hours. You can also add or remove pay items as required.

Round payments to...

To configure the amount cash payroll payments are rounded to, tap Round payments to... and:

  1. Select the rounding amount
  2. Select an Expense account
  3. Tap Done

The rounding value will be used when an employee is paid in cash.

Account defaults

To configure the Account defaults for payroll items, tap Account defaults. Accounts can be set for:

  • Expense account for pay items
  • Liability account for pay items
  • Expense account for company super contributions
  • Liability account for withhold amounts

Suppliers

Suppliers are used for payroll deductions. Each supplier must have a name entered and you have the option to enter their bank details.

Use Biometrics

Use this to enable and disable using your devices biometrics such as FaceID (iOS) or Touch sensor (Android) instead of email to unlock the app.

Help and Support

Tapping Help and Support displays the following help options:

  • in-app live chat with a Reckon support team member
  • asking the Reckon Community
  • viewing the Reckon website for How to and troubleshooting articles
  • talk to one of our Phone support team members.


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/payrollapp

Or

Log a Support Ticket: https://www.reckon.com/au/support/

How did we do?

Reports - Payroll App

Invite employees to Reckon Mate from the Reckon Payroll mobile app

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Reports - Payroll App
Adding Employees - Payroll App
Payroll settings overview - Reckon One
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