Reckon Integration, Payroll & Invoicing
If you need assistance, please use the link that was provided to you during your Discovery Session or email us at onboarding@caremaster.com.au for any questions.
These videos are here to assist you in importing and exporting data between CareMaster and Reckon to be able to complete your Payrun and Invoicing processes.
*These processes are the same for the Reckon Accounts Desktop and Hosted products.
- We will begin by showing you how to Import your Reckon data and link it to CareMaster.
- Next we will outline the full Payroll, Timesheet and export file process.
- We will finish by showing you how to generate and export your Invoice file for upload into Reckon.
==Reckon Integration==
| Reckon Integration 5.0 | |
|---|---|
| Importing Reckon Data Part 1 | 2:54 |
| Reckon Integration Settings Part 2 | 3:27 |
| Worker Setup Part 3 | 1:10 |
The First video is Reckon Integration 5.0 - Importing Reckon Data
This video will walk you through importing the Reckon data and linking it to CareMaster.
This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
Reckon Integration 5.0 Part 1 653x367
The Second video is Reckon Integration 5.0 - Reckon Settings
This video will walk you through configuring the Reckon data within CareMaster.
This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
Reckon Integration 5.0 Part 2 653x367
The Third video is Reckon Integration 5.0 - Worker Setup
This video will walk you through configuring the Reckon data within CareMaster.
This includes some Action Item’s to be completed before proceeding onto the next onboarding session.
Reckon Integration 5.0 Part 3 691x389
==Reckon Payroll==
| Reckon Payroll 5.1 | |
|---|---|
| Checking Supports and Generating Timesheets | 3:17 |
| Approving and Updating Timesheets | 3:18 |
| Timesheet Award Interpretation & Exporting to Reckon | 2:23 |
The First video is Reckon Payroll 5.1 Part 1 Checking Supports and Generating Timesheets
This video will walk you through marking your supports as checked and Generating missing timesheets.
Reckon Integration 5.1 Part 1 653x367
The Second video is Reckon Payroll 5.1 Part 2 Approving and Updating Timesheets
This video will walk you through approving and editing your workers Timesheets.
Reckon Integration 5.1 Part 2 653x367
The Third video is Reckon Integration 5.1 Timesheet Award Interpretation and Exporting to Reckon
This video will walk you through reviewing your workers Timesheets with the Award interpretation and generating an export payroll file.
Reckon Integration 5.1 Part 3 653x367
==Reckon Invoicing==
| Reckon Invoicing 5.2 | |
|---|---|
| Checking Supports | 2:13 |
| Generating Invoices | 2:10 |
The First video is Reckon Invoicing 5.2 Checking Supports
This video will assist you in checking your supports to prepare them for invoicing.
Reckon Integration 5.2 Part 1 1920x1080
The Second video is Reckon Invoicing 5.2 Generating Invoices
This video will assist you in generating your invoices into an export file for upload into Reckon.
Reckon Integration 5.1 Part 2 1920x1080
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