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AccountRight Plus and Premier, Australia only

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

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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, this 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

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.

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Closed payroll years

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


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To reverse or delete a pay

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

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titleTo reverse a pay

To reverse a pay

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

    Redisplay

  2. Display the pay by clicking to be reversed:

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

    , selecting the employee in the Card tab and clicking the pay's blue zoom arrow (Image Removed
    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).

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

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    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.

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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.

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titleTo delete a pay
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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

  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

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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 () 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

 

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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.


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To fix the hours or amounts in a pay

Here 's 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.

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titleTo fix a pay with incorrect leave or super amounts

To fix a pay with incorrect leave or super amounts

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.

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titleTo fix a pay with an incorrect PAYG amount

To fix a pay with an incorrect PAYG amount

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.

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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.

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titleTo 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? This feature is only available in the new AccountRight. See the help for these other products: AccountRight v19 | AccountEdge.

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titleTo 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 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.


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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.

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titleTo 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.

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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:

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titleRelated topics
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Processing your payroll

Enter employee payroll information

Changing an employee's salary or hourly rate

Changing an employee from full time, part time or casual

Introduction to About Single Touch Payroll reporting

Fixing a payroll overpayment or underpayment

Personalising pay slips

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