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Overview - Reckon Payroll Premier Upgrade App

Overview

Reckon Payroll Premier Upgrade App allows you to upgrade your Desktop Payroll Premier company file's data to the Reckon Payroll seamlessly.


Pre-requisites

Before you get started, you will need to ensure you have:

  1. Existing Desktop Reckon Payroll Premier 2023/24 installation on the computer with one or more company files (.QPW).
  2. You have an existing Reckon Portal account that you use to access Reckon GovConnect to lodge STP.
  3. You are the owner of an existing Reckon GovConnect entity (ABN and branch) that matches with the Desktop Payroll Premier company file that you want to migrate.
  4. Terminated employees don't get migrated. For employees terminated in the current Financial Year (FY), you will need to lodge EOFY Finalisation only for them via the Desktop Payroll Premier before you upgrade to Reckon Payroll.


System Requirements

  • At least 1.8Ghz Intel Pentium IV (or equivalent)
  • 2GB RAM
  • Optimised for 1024x768 screen resolution
  • Microsoft Windows 10 or Windows 11 operating system. 
  • Reliable internet connection, broadband connection is recommended. Reckon Payroll Premier Upgrade App requires constant connection to Reckon Payroll via the internet to be able to migrate your data. If you are using Wi-Fi and experience dropouts, it might affect your data migration.


Data that will be migrated

Company

The company file's Company Information details will be migrated to Reckon Payroll.

Please note that ACN and Workers Compensation Insurance details will not be migrated as these are not available in Reckon Payroll yet.


Employees

Field

More info

Active employees

Terminated employees will not be migrated. More information about it in the next section.

Current Financial Year's (FY) Year-To-Date values

  1. Total gross pays
  2. Total tax withheld
  3. Total RESC
  4. Total allowances
  5. Total deductions

Personal details

The details will be available under the General tab > Personal details and Contact details sections of an employee in Reckon Payroll.

Employment details

The details will be available under the General tab > Employment details of an employee in Reckon Payroll.

Pay profile (Pay Rates, Allowances, Deductions etc.)

Awards will not be migrated. But Award pay rates used in an employee's profile will be migrated

Superannuation details

For each superfund details found in the employee, Reckon Payroll Premier Upgrade app will ask you to map to the Reckon Payroll's Super fund list where the SPIN/USI entered in the Desktop Payroll Premier does not match.

Tax details

TFND date details will not be migrated. With STP Phase 2, this information is no longer required to store. The data will be sent as per the new requirements to the ATO.

If employees are paying Extra tax, then the employment date will be used as the Start Date of the extra tax in Reckon Payroll as that's a required field. You can change it later after the employees are migrated in Reckon Payroll.

Banking details

Cheque payment method will be migrated as cash. If there are any conflicts with the $ and % split, the payment split will be sent as Cash for the full amount. You can view the affected employees in the Upgrade app's wizard. You can make changes at Reckon Payroll.

If there are multiple splits that overlaps each other, then

Leave details

There are some unsupported accrual types that have to be mapped during the upgrade wizard. More info on it in the next section.

Next of Kin's details

The details will be available under the General tab > Emergency contacts details of an employee in Reckon Payroll. The next of kin's address will not be migrated.

Notes

You cannot view the details in Reckon Payroll yet. But you can switch to Reckon One application > Contacts Centre > Employees to view them.

FBT

The details will be available as Total fringe benefits under the Year-to-date summary section of an employee in Reckon Payroll. Only 2024 details will be migrated.


Allowances

Allowances will be migrated as Allowances in Reckon Payroll.

Please note that Desktop Payroll Premier lets you decide if an Allowance attracts Super at an employee's record, although the Allowance pay item is set to attract Super by default. However, in Reckon Payroll, if a pay item is included in the Super calculation, it will apply to every employee that uses this item. If you do not want that to apply to selected employees, you will have to create a new allowance item and do not include the Super items and assign the new item to the affected employees.


Classes

Classes will be migrated as Classifications in Reckon Payroll. Currently, you cannot assign a Classification to pay runs or employees and this feature will be available later next year.


Customer:Jobs

Customer:Jobs will be migrated as Projects in Reckon Payroll. Learn more about Projects in Reckon One.


Deductions

Deductions will be migrated as Deductions in the Reckon Payroll.


Departments

Departments will be migrated as Departments in the Reckon Payroll. However, you will not be able to view them in the employee records or view them in any Reports yet. This feature will be available in Reckon Payroll in the near future.


Pay Rates

Desktop Reckon Payroll Premier

Reckon Payroll

Leave Type of Pay rate (for example, Annual Leave, Personal Leave etc.)

Leave

Earnings Type (for example, Normal Hours, Double Time etc.)

Earnings


PAYG Tax Scales

Employees linked to the system generated PAYG Tax Scales will be migrated to Reckon Payroll.


Super Funds

Super Funds will be migrated to Reckon Payroll. During the migration wizard, you will be asked to map your company file's Super fund details from your employees with the available options from Reckon Payroll. The Super fund providers list is managed centrally in Reckon Payroll, unlike Reckon Payroll Premier where you can add SPIN/USI manually in an employee's profile.


Data that will not be migrated

Company

  • Company ACN number
  • Workers Compensation Insurer details


Employees

Field

More information

Terminated employees

Terminated employees will not be migrated. You can see the list of terminated employees by clicking the 'Terminated Employees' button.

You will need to process EOFY for the employees that were terminated in the current FY before you migrate

Pay Employee Using Spreadsheet

You will have to either import timesheet or add the pay details to each employee to process payroll in Reckon Payroll.

Bi-monthly pay period

You will have to map them to the available option in the Reckon Payroll Premier Upgrade App's wizard. For example, Fortnight.

Reducing Deductions Balance

Ability to reduce the balance is not available in Reckon Payroll. You will need to track it separately.

CDEP Funding

CDEP is not available in Reckon Payroll.

Super types not available:

  • Employer Negative (SA)
  • Employee Negative (MV)
  • Redundancy (RC)

You will need to track it separately outside of Reckon Payroll.

Cheque as Banking pay method

Data will be migrated using Cash payment method.

The following Leave accrual types will not be migrated:

  • Blank
  • Weeks
  • Months
  • Years
  • Birthdays

You will have to map them to the available option in the Reckon Payroll Premier Upgrade App's wizard.

Compensation

You will need to track it separately outside of Reckon Payroll.

Next of kin's address

You will need to track it separately outside of Reckon Payroll.

Custom Fields

You will need to track it separately outside of Reckon Payroll.


Awards & Industrial Agreements

Field

More information

Awards (including Industrial Agreements)

Awards (including Industrial Agreements) feature is not available in Reckon Payroll and the Award details will not be migrated. However, employees who have 'Use Awards Pay Rates' selected in their profile, will have their pay items and their rates migrated to Reckon Payroll.

We are working on new Pay Templates feature, available in Reckon Payroll in Q4 2023, that will let you create centrally managed template that can be used to track awards, custom pay template, industrial agreements etc. and assign employees to them. In the future, the base rates will be retrieved from the FairWork based on the chosen Award and Classification.


Allowances

Field

More information

  • Percentage based Allowances
  • Thresholds
  • WorkCover details

These options are not available in Reckon Payroll.


Bank Codes

Field

More information

Bank Codes

Bank Codes data will not be migrated to Reckon Payroll. Financial institutions are managed centrally in Reckon Payroll.

Reckon Payroll Premier Upgrade App will match the BSB to select the matching Financial institution from Reckon Payroll. If no match is found, the Bank details will not be sent and you will have to add the Bank details of the affected employees in Reckon Payroll.


Pay Rates

Field

More information

Termination Pay items

Termination items is not available in Reckon Payroll and the data will not be migrated.

Learn more about how Termination works in Reckon Payroll.


Payroll Tax Scales

Field

More information

Payroll Tax Scales

Payroll Tax is not available in Reckon Payroll and the data will not be migrated.


PAYG Tax Scales

Field

More information

Custom PAYG Scales

Custom PAYG Scales are not available in Reckon Payroll and the data will not be migrated.

You will need to select the available Tax Scale within an employee's profile in Reckon Payroll.


Sundries

Field

More information

Sundries

Sundries is not available in Reckon Payroll and the data will not be migrated.

You will have to create the appropriate pay items in Reckon Payroll.


WorkCover

Field

More information

WorkCover

WorkCover is not available in Reckon Payroll and the data will not be migrated.


Workers Compensation

Field

More information

Workers Compensation

Workers Compensation is not available in Reckon Payroll and the data will not be migrated.


Reminders

Field

More information

Reminders

Reminders is not available in Reckon Payroll and the data will not be migrated.


Custom Reports

Field

More information

Custom Reports

Custom Reports is not available in Reckon Payroll and the data will not be migrated.

You will get access to Reckon Insights, a powerful financial reporting software that turns your data into actionable intelligence. Read the help articles about Reckon Insights.


Backup/Restore/Archive/Rebuild data

Reckon Payroll is a cloud application where your data are saved automatically. Being a cloud product, you do not get the ability to backup/restore a previous copy/archive a section of data from your book. You also cannot rebuild your data.

Reckon saves backs up the database that holds all the books for disaster recovery purpose. Learn more about Reckon's security policy.


Leave Planner

Leave Planner is not available in Reckon Payroll and the data will not be migrated to Reckon Payroll.


Import Timesheet from TXT

You will not be able to import timesheet from TXT file.

You can create Time entries in Reckon Time and import the approved timesheets to a pay run easily.


Export Payroll Data to Reckon Accounts

This feature is not available in Reckon Payroll.


Installing the App

Once you have completed the pre-requisites, you can now start installing Reckon Payroll Premier Upgrade App.

  1. Please contact Reckon Sales team to get the download link of the Reckon Payroll Premier Upgrade App installer.
  2. After the download is complete, open the file to install Reckon Payroll Premier Upgrade App
  3. The application will be installed to your Reckon Payroll Premier 2023/24 installation folder > Migration by default (C:\QPRollV32\Migration)
  4. You will find a shortcut added to your Desktop called Reckon Payroll Premier Upgrade App


Migrate your data

To help you with the migration process, there's a Help button available on each screen to explain the requirements.

  1. Close the Reckon Payroll Premier application
  2. Go to your Desktop > double-click on the shortcut Reckon Payroll Premier Upgrade App to start the application
  3. Select your company file from the list. If you can't see your file, browse to the location and select your file.
    1. For each company file you want to upgrade, a new Reckon Payroll subscription will be created for you
  4. You will be asked to login to Reckon.
    1. You will need to login with the same account use to access Reckon GovConnect to lodge your STP that you generate by the Desktop Payroll Premier for your company file/s.
    2. You will also be asked to enter the MFA 6-digit code.
  5. Once the process is completed successfully, you will get the below screen. Close the window to get back to the App to continue with the data migration
  6. You will then be asked to map your Super funds.
    1. You will only see if the USI/SPIN number entered at employee's profile that doesn't match with the Reckon Payroll's centrally managed list.
    2. Select the fund from the left that's from Desktop Payroll Premier and map it with the list from the right i.e. Reckon Payroll list and click on the <-- button. You can also drag and drop the Super fund from the Reckon Payroll list (from the table on the right).
    3. You can search for the Fund name by clicking anywhere on the table on your right and start typing the name.
    4. You can also click on the Show Employees to find out the employees linked to the unmatched Super funds.
    5. You will have to map all the items on the left table that are in reed.
    6. Click on the Commit Changes button once you have completed.
  7. You will then have to enter few details of your company required by Reckon Payroll for Single Touch Payroll
  8. Reckon Payroll requires you to enter the base rate of your employees. Reckon Payroll Premier Upgrade App will try to fill this for you based on the Normal Hours type of pay rate in each employee profile found in Reckon Payroll Premier. Please review the list and add/update as required and then click on the CONFIRM button
  9. You will then get a screen that will show you list of data that cannot be migrated based on your company file. Data that need to be mapped to an available option from Reckon Payroll will also show in this screen. You will need to map them to be able to continue.
  10. You will then see the migration process has started. Please do not close the application at this time. The process will go through your company file and migrate the data to Reckon Payroll, including all the data you have entered during wizard.
  11. Once the migration process is completed, you will get the below success screen.
  12. To upgrade another company file, please click Migrate Another button
  13. Once you have upgraded all the company files to Reckon Payroll, you can close the application.
  14. To access your data in Reckon Payroll, visit payroll.reckon.com
  15. Open your book/s and ensure all the data have been migrated correctly. Add any missing information and make necessary changes as required.
  16. Reckon Payroll is Single Touch Payroll (STP) Phase 2 ready. Please go to the STP 2 Ready checklist from the banner or from Compliance > STP Phase 2 Ready Checklist to get started.

In case anything goes wrong, you can run the Reckon Payroll Premier Upgrade App again for the same company file. However, doing this will delete the Reckon Payroll book where you migrated your company file previously. If you have entered any new information in your Reckon Payroll book, they need to be added again. Please only re-run the migration for the company file if it's absolutely required to do so.


Important information

To access Payroll related features that are not available in Reckon Payroll yet, for example, creating ABA file & exporting SuperStream data:

  1. Click on the Product Switcher (the 9-dots menu at the top left of your screen) >
  2. Select Reckon One > open your book.

Learn more about generating ABA file and SuperStream in Reckon One.


Need more help?

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

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How To: Registering Reckon Payroll Premier application
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