Use Super Clearing Batches to send your super contributions to Beam Super for processing. You will need to set up Beam Super Clearing before you can use Super Clearing Batches.
The batch will pick up any unprocessed super transactions in periods up to and including the selected Process To date.
Go to Payroll, Transactions, End of Period, Super Clearing Batches.
Click Create New. This will open the Super Clearing Batches - Create New window.
Select Fund, Payroll Company, Location and Pay Frequency or leave as <All>.
Enter the Process to Date. This will pick up all periods up to and including this date where super hasn't previously been processed.
Select the Contribution Start and Contribution End dates.
Click Create.
You will receive a message that the batch has been created. Click OK.
The batch will appear in the grid with the Created status. Select the batch by ticking the checkbox on the left and click Validate.
Once the batch has been validated, the status will change to Validated or Has Errors and a number will appear in Messages if there are errors or warnings. Click the ellipses button (...) to review the messages.
If there are errors, you will need to correct them before proceeding. You can submit with warnings, but the contributions may be refunded.
To fix errors or warnings, click Close and update the cause of the message, e.g. Super Fund, Employee, etc. Once corrected, return to Super Clearing Batches, select the batch and click Validate again.
Alternatively, you can move the contributions to a new batch.
Double-click on the batch to view the details in Super Clearing Batch Details.
When ready, select the batch by ticking the checkbox on the left and click Submit. This will send the details to Beam Super Clearing.
You will receive a message that the batch has been submitted, click OK. The status will change to Awaiting Payment.
Take note of your Payment Reference Number (PRN). If you can't see the PRN in the grid, right-click, Customise Grid Columns and add Payment Reference Number to the Super Clearing Batches grid.
Click Close.
If you are paying the Super by creating a bank file from Creditors:
Go to Payroll, Transactions, Import and Export, Creditor EFT Export.
Select Beam_SCH - Beam (Precision Administrative Services) as Creditor.
From Transaction Lodgement Reference, select the PRN for the batch.
Select the Date to be Processed by the Bank. This will default to today.
Tick Overwrite File if Exist if a file with the same name already exists in the file location and you want to replace it. Data will be appended to an existing file if one exists in the file location and this is not ticked.
Click Preview to check the values or EFT File to produce the bank file.