Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

AccountRight Plus and Premier, Australia only

Only these pay details can be edited once you’ve recorded a pay:

pay

If you've made a mistake when recording a pay, it's easy to fix.

UI Text Box
sizemedium
typenote

Using Single Touch Payroll?

Only your employees' year to date (YTD) figures are sent to the ATO as part of Single Touch Payroll reporting. If changing a pay affects YTD figures, the updated figures will be sent to the ATO the next time you do a pay run.

 

Depending on your scenario, here's how to change a pay:

 

If you need to...Do this...
undo a pay

Reverse or delete the pay, then re-enter it (if needed).

See To reverse or delete a pay.

fix the hours or amounts in a pay

Adjust the employee's next pay, or process a separate pay for the adjustment.

See To fix the hours or amounts in a pay.

fix an overpayment or underpayment

Adjust the employee's next pay, or process a separate pay for the adjustment.

See Fixing a payroll overpayment or underpayment.

change any of these details in a pay:

  • pay period

  • payment method

  • employee bank account details

  • statement text

  • whether a cheque or pay slip needs to be printed or emailed

.

If you need to correct other details, such as record leave or correct a payment amount, you'll need to reverse or delete the pay and enter it again. Note that your user role must allow you to delete or reverse transactions.

Before you make changes, you need to set your preferences to allow transactions to be changed (see below).

How to edit a pay

To edit a a pay you’ve already recorded, locate and open the pay transaction. You can use the Find Transactions option

Open the payroll transaction and make your changes.

See To change other pay details.

change what's displayed on your pay slips

Edit your pay slip form.

See Personalising pay slips.

UI Text Box
sizemedium
typenote

Closed payroll years

You can't edit pays dated in a closed payroll year.


Anchor
reverse
reverse
To reverse or delete a pay

If your user role allows transactions to be changed, you can reverse or delete a pay.

UI Expand
titleTo reverse a pay

To reverse a pay

  1. Ensure the Transactions CAN'T be Changed, They Must be Reversed preference is selected (go to the Setup menu > Preferences > Security tab).
    Image Added

  2. Display the pay to be reversed:

    1. Click Find Transactions at the bottom of the Command Centre

, select the employee in the Card tab and clicking the pay's blue zoom arrow (if the zoom arrow is not blue, you'll need to change your security preferences).
    1. then click the Card tab.

    2. Specify your search criteria to find the pay to be reversed.

    3. Open the pay by clicking its zoom arrow (Image Added).

  1. Go to the Edit menu and choose Reverse Transaction.
    Image Added

    UI Text Box
    sizemedium
    typenote

    If the pay being reversed is a cheque or electronic payment a message will be displayed advising it will be recorded as cash. Click Yes and the original account will be reversed.

Using timesheets? You can't reverse a pay which uses timesheets but you'll be able to delete it.

 

expandexpandedtrue
ui-
text-box
size
medium
titleTo allow transactions to be changed

To allow transactions to be changed

If your user role allows you to change preferences, you can change this option at any time.

  1. Go to the Setup menu and select Preferences.

    UI Text Box
    typenote

    Preferences option greyed-out? Your user role needs to be set up with permission to set preferences. If you need to regularly change preferences, ask your administrator to add this permission to your user role.

  2. Click the Security tab, 
  3. Deselect the Transactions CAN'T be Changed; They Must be Reversed option.
    Preferences window with option deselectedImage Removed
  4. Click OK.
HTML
<h2><i class="fa fa-comments"></i>&nbsp;&nbsp;FAQs</h2><br>
typenote

If you've had to reverse a pay because an employee left without notice, and you're using Single Touch Payroll, you need to tell the ATO that you won't be sending any more payroll information for that employee. See Terminate an employee in Single Touch Payroll reporting.

How do I delete a pay?

UI Expand
titleHow do I To delete a pay?
UI Text Box
sizemedium
typenote

You should only delete a pay if the amount hasn't been withdrawn from your bank account. If you need to adjust an overpaid or underpaid amount see the appropriate FAQ in To fix the hours or amounts in a pay below.

To delete a pay

:

  1. Ensure the Transactions CAN'T be Changed, They Must be Reversed preference is not selected in (go to the Setup menu > Preferences > Security tab).Redisplay

    Image Added

  2. Display the pay by clicking to be deleted:

    1. Click Find Transactions at the bottom of the Command Centre

    , selecting the employee in the Card tab and clicking the pay's
    1. then click the Card tab.

    2. Specify your search criteria to find the pay to be deleted.

    3. Open the pay by clicking its blue zoom arrow (Image Modified).

  3. Go to the Edit menu and choose Delete Transaction.
    Image Added

UI Text Box
sizemedium
typenote

Delete Transaction greyed-out? Your user role needs to be set up with permission to delete transactions. If you need to regularly change transactions, ask your administrator to add this permission to your user role.

What will prevent me from deleting a pay?

A transaction's zoom arrow will be shaded (Image Added) if:

  1. you've set the security preference in AccountRight which prevents transactions from being deleted (they can only be reversed) Learn about changing or deleting transactions

  2. the transaction is from a previous (closed) financial year Learn about closing a financial year

  3. the transaction is part of a processed Prepare Electronic Payment Learn about electronic payments

  4. the transaction is part of a Pay Liabilities transaction  Learn about paying payroll liabilities

  5. the transaction is part of a Pay Super transaction Learn about making super payments

 

ui-text-box
sizemedium
typenote

If you've had to delete a pay because an employee left without notice, and you're using Single Touch Payroll, you need to tell the ATO that you won't be sending any more payroll information for that employee. See Terminate an employee in Single Touch Payroll reporting.


Anchor
amounts
amounts
To fix the hours or amounts in a pay

Here are a few common scenarios where a similar approach is used: include the adjustment in the employee's next pay, or record a separate pay for the adjustment. If your scenario isn't covered, you can reverse or delete the pay then re-enter it.

I recorded
ui-expand
titleI recorded To fix a pay with incorrect leave or super amounts, how do I fix it?

To fix a pay with incorrect leave or super amounts

, how do I fix it?

To fix a pay which contained incorrect super or leave amounts, either make the adjustment on their next pay, or record a new pay for the employee using the Process Payroll Assistant (Payroll command centre > Process Payroll).

Enter the super amounts or leave hours you need to adjust as positive or negative amounts. Remember to zero out all the categories that you are not adjusting.

The end result should be $0 net pay, and the only amounts/values should be against the categories you are editing. You'll be notified that you are recording a $0 pay, and that it will be a "void" cheque. That's fine in this case.

Also see Adjusting leave entitlements and Checking and adjusting superannuation.

I recorded
UI Expand
titleI recorded To fix a pay with an incorrect PAYG amount, how do I fix it?

To fix a pay with an incorrect PAYG amount

, how do I fix it?

To fix a pay where the wrong amount of PAYG tax was withheld, either make the adjustment on their next pay, or record a new pay for the employee using the Process Payroll Assistant (Payroll command centre > Process Payroll).Enter the PAYG amount you need to adjust as positive or negative amountswork out how much PAYG tax has been overpaid or underpaid, then adjust the PAYG on the employee's next pay.

Image Added

Alternatively, you can create a separate pay for the adjustment and enter the adjustment value against the PAYG Withholding category. Remember to zero out all the categories that you are not adjusting.The end result should be $0 net pay, and the only amount should be against the PAYG Withheld category. You'll be notified that you are recording a $0 pay, and that it will be a "void" cheque. That's fine in this caseother hours and values on the pay.

If the employee had overpaid PAYG, enter the adjustment as a positive value. If it's to adjust an underpayment, enter a negative value.

I overpaid an employee, how do I fix it?
UI Expand
titleI overpaid an employee, how do I fix it?
To fix an overpayment

To fix an overpayment

If you've overpaid an employee you can make an adjustment on their next pay, or if they have paid back the amount, record a new pay for the employee using the Process Payroll Assistant (Payroll command centre > Process Payroll).

Enter the adjustment as a negative (-) amount in the Hours or Amount columns of the category that was overpaid. Remember to zero out all the categories that you are not adjusting. The net pay amount should be equal to the overpayment, and shown as a negative amount. You can also use the Memo field on the pay to enter a note about this payment.

Note that when recording a pay with a negative net pay amount, the payment method is automatically changed to Cash and the linked bank account for cash payments will be used. This can't be changed.

Can't record a negative pay? Yes, however, this This feature is only available in the new AccountRight (not . See the help for these other products: AccountRight v19) | AccountEdge.

I underpaid an employee, how do I fix it?
UI Expand
titleI underpaid an employee, how do I fix it?
To fix an underpayment

To fix an underpayment

If you've underpaid an employee you can make an adjustment on their next pay, or if they have want the money now, record a new pay for the employee using the Process Payroll Assistant (Payroll command centre > Process Payroll).

Enter the adjustment amount in the Hours or Amount columns of the category that was underpaid. Remember to zero out all the categories that you are not adjusting. The net pay amount should be equal to the underpayment. You can also use the Memo field on the pay to enter a note about this payment.


Anchor
other
other
To change other pay details

Apart from the changes described above, there's only a limited number of other changes you can make to a recorded pay. These include:

  • pay period

  • memo

  • payment method

  • employee bank account details

  • statement text

  • whether a cheque or pay slip needs to be printed or emailed.

UI Expand
titleWhat will prevent me from deleting a pay?To change other pay details
  1. Go to the Payroll command centre and click Transaction Journal.

  2. Find the pay to be changed (use the Dated From and To fields to specify a date range).

  3. Click the zoom arrow to open the pay.

  4. Make your changes. To change the bank account this pay will be paid into (this pay only), click Banking Details and enter the new bank details for this pay.

  5. When you're done, click OK.

UI Text Box
sizemedium
typenote

To change the details of a job allocated to a pay transaction, go to the Lists menu > Jobs. Click the zoom arrow of the job, make your changes and click OK.

What will prevent me from

deleting a pay

changing these details?

A transaction's zoom arrow will be shaded (Image Removed) You won't be able to change these details if:

HTML
HTML
<div style="display: none;" data-swiftype-name="keywords" data-swiftype-type="enum">undo correct payroll</div> 
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Processing your payroll

Jobs

Enter employee payroll information

Changing an employee's salary or hourly rate

Changing an employee from full time, part time or casual

About Single Touch Payroll reporting

Fixing a payroll overpayment or underpayment

Personalising pay slips

Panelbox
nameyellow
titleFrom the community

RSS Feed
titleBarfalse
max5
showTitlesOnlytrue
urlhttp://community.myob.com/myob/rss/search?q=edit+pay&filter=labels%2Clocation%2CsolvedThreads&location=category%3AAccountRight&search_type=thread&solved=true

HTML Wrap
classmorelinks
More »