Reckon integration with AgriSmart

Link Reckon to AgriSmart

1. Log in to Reckon One.
2. Locate the URL in your browser’s address bar. It will look something like this: https://app.reckonone.com/000A0AA0-A000-00AA-0A0A-0AAAAA00AA00/Core
3. Email us the highlighted part of the URL (this is your Book ID). We will confirm when your account is linked.

Managing employees

New employees

1. Add the new employee to AgriSmart. Note that only their first name, last name, and email address will be pushed to Reckon.
2. In Team Manager, click Reckon Sync.
3. If this is your first time using the Reckon integration, you will need to connect your account. To do this:
   • Log in to Reckon using your usual credentials.
   • If prompted, update permission settings then click Yes, Allow.
4. Once connected, a notification will confirm which employee(s) have been sent to Reckon.

Existing employees

1. To import existing employees from Reckon, go to Team Manager and click Reckon Sync.
2. If this is your first time using the Reckon integration, you will need to connect your account. To do this:
   • Log in to Reckon using your usual credentials.
   • If prompted, update permission settings then click Yes, Allow.
3. In the Retrieve from Reckon section of the pop-up, you’ll see a list of employees in Reckon who are not yet in AgriSmart. Select individual employees by clicking the checkbox next to their name or select all by clicking the checkbox in the yellow section.
4. Click Add.
5. By default, employees are imported with their first name, last name, and email address and are set up as casual employees. If needed, update their details within their AgriSmart profile.

Timesheets

1. Before sending timesheets to Reckon, ensure each employee’s setup in Reckon is complete.
2. Enter timesheets in AgriSmart as normal.
3. Review and approve timesheets using the Bulk Timesheet Editor.
4. Navigate to the Timesheet Report and adjust the filters to display the relevant timesheets.
5. Timesheets sync to Reckon automatically every 15 minutes but you can trigger a manual sync at any time by clicking Reckon Sync. If this is your first time using the Reckon integration, you will need to connect your account. To do this:
   • Log in to Reckon using your usual credentials.
   • If prompted, update permission settings then click Yes, Allow.
6. A tick in the Timesheets Sent to Reckon column confirms that the timesheet has been successfully sent.
7. In Reckon, timesheets will appear as Draft.
8. Submit and then approve the timesheets.
9. Process the pay as usual, ensuring you tick Use timesheet data to create pay run. In addition, the pay date must be after the pay period end date.
10. Once the pay run is marked as paid, AgriSmart will retrieve the hourly rates from the payslips to ensure accurate cost tracking.
11. To verify, navigate to the Timesheet Report and adjust the filters to display the relevant timesheets.
12. A tick in the Hourly Rate Retrieved from Reckon column confirms that the data has successfully pulled through.
13. Like timesheets, hourly rates sync automatically every 15 minutes, but you can manually trigger the sync by clicking Reckon Sync.