There are situations where you may need to correct a payment by reversing the original and replacing it. This may occur if you have used the wrong component in the original transaction or the original transaction didn't include a component e.g. Tax.
If the required correction doesn't involve tax and the Net Pay is zero, refer to the article Reverse hours from one component and pay to another. If there is a difference in tax and Net Pay, we recommend that you reverse the original payment or part thereof and then re-enter it using a Manual Calculation.
You can process this transaction in an Adjustment Pay Run so it has a unique period end date. This will separate the transaction on reports and the date is outside the normal pay cycle. Alternatively, you can include the transaction in your next period end date.
Before entering the transaction, you will need consider how you are going to pay or recover any difference between the two transactions.
If there is no difference, or you pay or recover the difference outside of MicrOpay Evo, untick Generate Payment on the Manual Calculation Add.
To pay the difference, tick Generate Payment on the Manual Calculation Add, and include a Deduction After Tax to reduce the Net Pay to the difference.
To recover the difference through transactions, untick Generate Payment on the Manual Calculation and include a Deduction After Tax in the employee's normal pay to recover the overpayment.
Enter the Manual Calculation Subtract:
Go to Payroll, Transactions, Processing, Manual Calculation.
Select the Employee.
Click Subtract.
Generate Payment will be unticked, you cannot change this. The Net Pay for this transaction will not reduce the EFT file.
Change the Number of Periods if required.
In Pay Calculation, tick Tax, Superannuation, Standard Adds/Deds or Value to automatically calculate these. Leave them unticked to manually enter the values. Note: To include the Super Earnings in the SGL Quarterly Cap, you must tick Superannuation.
Select a pay component from Pay Summary.
Click Add on the bottom left of the work area.
Enter the data, e.g. hours, units, amounts. Don't enter the data as negatives. By selecting Subtract, the transaction is negative, i.e. it will reduce the Year to Date values.
Repeat steps 7 to 9 for all required pay components.
To enter a message for the pay advice, select Net Pay, and enter the Manual Calculation Advice Message.
Click Process.
Enter the Manual Calculation Add:
Select the same Employee.
Click Add. This will change the Pay Advice Number.
Tick Generate Payment to include the Net Pay in the EFT file.
Change the Number of Periods if required.
In Pay Calculation, tick Tax, Superannuation, Standard Adds/Deds or Value to automatically calculate these. Leave them unticked to manually enter the values. Note: To include the Super Earnings in the SGL Quarterly Cap, you must tick Superannuation.
Select a pay component from Pay Summary.
Click Add on the bottom left of the work area.
Enter the data, e.g. hours, units, amounts.
Repeat steps 6 to 8 for all required pay components.
To enter a message for the pay advice, select Net Pay, and enter the Manual Calculation Advice Message.
Click Process.