AccountRight Plus and Premier, Australia only If you've made a mistake when recording a pay, there are a limited number of changes you can make. You can change for following detailsit's easy to fix. How does changing a pay affect Single Touch Payroll (STP)?With STP, your employees' year to date (YTD) figures are sent to the ATO after each pay run. So if changing an employee's pay affects their YTD figures, the updated figures will be sent to the ATO the next time you do a pay run. If you want to delete a pay that's already been reported to the ATO, you'll need to reverse it instead then report that reversal to the ATO. This ensures you're not deleting anything which has already been reported to the ATO. Depending on your scenario, here's how to change a pay: employee bank account details .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 payTo edit a a pay you’ve already recorded, locate and open the pay transaction. You can use the Find Transactions option To reverse or delete a payIf your user role allows transactions to be changed, you can reverse or delete a pay. UI Expand |
---|
| To reverse a payReversing a pay instead of deleting it provides an audit trail. This means you'll always have a record of what was reversed and when. You'll also be prompted to submit the reversal to the ATO for STP reporting—the same as any other pay. This cancels out the original pay you reported to the ATO and ensures your employees' STP payroll totals are updated. Ensure the Transactions CAN'T be Changed, They Must be Reversed preference is selected (go to the Setup menu > Preferences > Security tab). Image Added
Display the pay to be reversed: 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).Using timesheets? You can't reverse a pay which uses timesheets but you'll be able to delete it. UI Expand |
---|
expanded | true |
---|
title | To allow transactions to be changed |
---|
| To allow transactions to be changedIf your user role allows you to change preferences, you can change this option at any time. - Go to the Setup menu and select Preferences
then click the Card tab. Specify your search criteria to find the pay to be reversed. Open the pay by clicking its zoom arrow (Image Added).
Go to the Edit menu and choose Reverse Transaction. Image Added 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 to proceed. Click OK to the following confirmation message: Image Added Click Record to process the reversal. - When prompted to declare the reversal to the ATO, enter the name of the Authorised sender and click Send.
| 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. | Click the Security tab, Deselect the Transactions CAN'T be Changed; They Must be Reversed option. Image Removed Click OK.
HTML |
---|
<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
UI Expand |
---|
title | How do I To delete a pay? |
---|
| How do I delete Deleting a pay ?removes it completely from AccountRight. 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 below To fix the hours or amounts in a pay. If you've reported a pay to the ATO for STP, you might need to reverse the pay instead of deleting it. See the FAQs below for more details about what determines if a pay can be deleted or reversed. To delete a pay: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 Display the pay by clicking to be deleted: Click Find Transactions at the bottom of the Command Centre , selecting the employee in the Card tab and clicking the pay's then click the Card tab. Specify your search criteria to find the pay to be deleted. Open the pay by clicking its blue zoom arrow (Image Modified).
Go to the Edit menu and choose Delete Transaction. If you don't have this option, see the FAQs below for some possible reasons. Image Added - If the pay has been reported to the ATO for STP, you'll be prompted to reverse the pay instead of deleting it. Click OK and follow the steps above to reverse the pay.
Image Added 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 |
To fix the hours or amounts in a payHere 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. UI Expand |
---|
title | I recorded To fix a pay with incorrect leave or super amounts, how do I fix it? |
---|
| I recorded | 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. |
UI Expand |
---|
title | I recorded To fix a pay with an incorrect PAYG amount, how do I fix it? |
---|
| I recorded | 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, work 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 Withheld Withholding category. Remember to zero out all other 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. |
UI Expand |
---|
title | I overpaid an employee, how do I fix it? |
---|
| I overpaid an employee, how do I fix it? | To fix an overpaymentIf 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. |
UI Expand |
---|
title | I underpaid an employee, how do I fix it? |
---|
| I underpaid an employee, how do I fix it? | To fix an underpaymentIf 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. | To change other pay detailsApart from the changes described above, there's only a limited number of other changes you can make to a recorded pay. These include: UI Expand |
---|
title | To change other pay details |
---|
| Go to the Payroll command centre and click Transaction Journal. Find the pay to be changed (use the Dated From and To fields to specify a date range). Click the zoom arrow to open the pay. 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. When you're done, click OK.
UI Text Box |
---|
| 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 changing these details? You won't be able to change these details if: |
HTML |
---|
<h2><i class="fa fa-comments"></i> FAQs</h2><br> |
UI Expand |
---|
title | What will prevent me from deleting a pay? |
---|
| What will prevent me from deleting a pay?A transaction's zoom arrow will be shaded (Image Removed) A pay can't be deleted if: |
|