If you need to update your details with Beam, make the change in MicrOpay first, then use the update button on the Payroll Company to send the changes to Beam. Lastly, complete the details on the Beam website.
Update the bank account used for Direct Debit
To update the bank account used for Direct Debit you first update your EFT parameter. To do this:
Go to Payroll, Maintenance, General, EFT Parameters.
Click Add to create a new record or Edit to update an existing EFT. If you edit an existing record, the new bank account details will be used for any creditor linked to the selected EFT Parameters.
Ensure there is a unique Code and Institution Name.
Tick Creditor Payments.
Enter the company bank account details in Identification Information.
Enter a description for the EFT file in General Description of Entries.
Define where the file will be created in EFT File Path.
Enter a unique file name in EFT File Name.
Click OK to save.
Next, follow the steps below to attach the EFT Parameter to the Payroll Company.
Update your company details
You can update your contact, address, default super fund and beam payment method in the Payroll Company. To do this:
Go to Payroll, Maintenance, General, Payroll Companies.
Edit the payroll company.
Update the address and contact details, if required.
If you are changing the bank account, select the EFT Institution.
Select the Superannuation tab.
If required, change the Default Super Fund.
To change the Payment Method, click the option. E.g. if you want to change from Direct Credit to Direct Debit, click Direct Debit.
Once all changes have been completed, click Update Beam Registration. This will open the Beam landing page.
Click Start.
Work through the Your Details, Payment method and Default fund pages. These pages will be auto-filled with the details from your Payroll Company; you can update them if required. Click Next to move to the next page.
The last page is the T&C. Review Beam's terms and conditions and accept by ticking the checkbox. You can also download the Beam Product Disclosure Statement. If the Payment Method is Direct Debit, there will be additional terms and conditions to review and accept.
You will receive confirmation that you're ready to manage super with Beam. Close the webpage and return to MicrOpay.
Click Yes to confirm that you have completed the update with Beam.