Once you submit a batch to Beam for processing, you can't amend the details included in the batch or process contributions directly via Beam. When you need to change or fix details, do this in MicrOpay.
Update employee or fund information
Where employee or fund information is missing or incorrect, you may receive warnings when you validate the batch. You can fix the information before you submit the batch. To do this:
Depending on the warning, go to:
Payroll, Maintenance, Employees, Employees.
Payroll, Maintenance, Superannuation, Fund.
Edit the record included in the warning.
Correct the information.
Click OK.
Go to Payroll, Transactions, End of Period, Super Clearing.
Select the batch by clicking the checkbox on the left of the batch.
Click Validate. The warnings that you corrected should no longer appear in Messages.
When ready, select the batch and click Submit.
Contributions for an employee are incorrect
Adjust the contributions for an employee by adding a super adjustment in Manual Calculation. As the batch is already created and you can't submit negatives to Beam, you can't add adjustments to it. The process will differ depending on whether you need to increase or decrease the contribution.
Increase the Contribution
To increase the contribution:
use a Manual Calculation Add to process the amount missing.
leave the Date Processed blank so that the adjustment will be included in the next batch.
process the transaction in an adjustment period if you don't want to wait for next pay.
For more information, see superannuation adjustments.
Decrease the Contribution
To decrease the contribution:
move the overstated contribution to a new batch and mark as processed. This will exclude it from being submitted to Beam.
enter a Manual Calculation Subtract with a Date Processed to reverse the original super amount. Include a Date Processed to exclude the reversal from super clearing batches.
enter a Manual Calculation Add without a Date Processed for the correct amount of super. The correct amount will be included in the next batch.
You can process the transaction in an adjustment period if you don't want to wait for next pay.
For more information, see superannuation adjustments.
Employee changes Funds
If your employee changes super funds mid-period, you may need to move the contributions from the old fund to the new. When moving contributions, you need to consider whether to include the reversal from the old fund in a batch.
If the reversal for the old will create a negative in a batch:
move the contributions to the old fund to a new batch and mark as processed. This will exclude them from being submitted to Beam.
enter a Manual Calculation Subtract with a Date Processed for the old fund. Entering a Date Processed will exclude the reversal from super clearing batches.
For more information, see transfer superannuation contributions from old fund to new fund.