Once you've sent the funds to Beam, you will need to check the status of your Super Clearing Batch for any errors or refunds. It can take several days for the refund to occur, so you should check regularly. No notification will pop up when the status of the Super Clearing Batch changes.
Check the status of your Super Clearing Batch
When refunds have been sent, the status of the batch will change.
Go to Payroll, Transactions, End of Period, Super Clearing Batches.
Look for any batch with the Status of Sent to Fund With Refunds. The grid can be grouped by Status.
Double-click on the batch. This will open the Super Clearing Batch Details window. Each employee included in the batch will be listed with their values and Error will appear in Status if they have failed.
Click on the ellipsis button (three dots) for Notifications in the Batch Details grid at the top. This will open the notifications window.
Review the Member Contributions Notifications for the employee errors and whether the contribution has been refunded.
To export the errors, right-click in the Member Contributions Notifications grid and select Save Grid.
You will need to correct any errors before trying to send the failed contributions again. You may need to contact the super funds for more details. If the whole Super Fund failed, you can check if the fund is compliant using the Government's Super Fund Lookup.
Resend the super contribution
Once you have corrected the error, you can resend failed contributions by moving them to a new batch.
Go to Payroll, Transactions, End of Period, Super Clearing Batches.
Double-click on the batch. This will open the Super Clearing Batch Details window.
Select the failed contributions by ticking the Select checkbox in the Member Contributions grid.
Click Move to New Batch.
A message will appear to confirm moving the records. Click Yes.
You will receive a confirmation message that the contributions have been moved. The message will include the new Batch ID. Click OK. This will close the window and return you to the Super Clearing Batches window.
Process the new batch using the normal process.
The total values included in the original batch will be reduced by the amounts that are moved to the new batch. To balance to your reports, you will need to add the batches together.