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https://help.myob.com/wiki/x/BAFMAw
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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.
Using Single Touch Payroll?
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. This is sometimes referred to as an update event.
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). |
fix the hours or amounts in a pay | Adjust the employee's next pay, or process a separate pay for the adjustment. |
fix an overpayment or underpayment | Adjust the employee's next pay, or process a separate pay for the adjustment. |
fix a pay which contained wrong leave amounts | Adjust the employee's next pay, or process a separate pay for the adjustment. |
fix a pay which contained wrong superannuation amounts | Adjust the employee's next pay, or process a separate pay for the adjustment. |
change any of these details in a pay:
| Open the payroll transaction and make your changes. |
change what's displayed on your pay slips | Edit your pay slip form. |
To reverse or delete a pay
If your user role allows transactions to be changed, you can reverse or delete a pay.
To reverse a pay
Using timesheets? You can't reverse a pay which uses timesheets but you'll be able to delete it.
Ensure the Transactions CAN'T be Changed, They Must be Reversed preference is selected (go to the Setup menu > Preferences > Security tab).
Display the pay to be reversed:
Click Find Transactions at the bottom of the Command Centre then click the Card tab.
Specify your search criteria to find the pay to be reversed.
Open the pay by clicking its zoom arrow ().
Go to the Edit menu and choose Reverse Transaction.
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.
The Pay Employee window appears with details of the pay reversal.
Click Record to process the reversal.
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.
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
Ensure the Transactions CAN'T be Changed, They Must be Reversed preference is not selected (go to the Setup menu > Preferences > Security tab).
Display the pay to be deleted:
Click Find Transactions at the bottom of the Command Centre 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 ().
Go to the Edit menu and choose Delete Transaction.
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:
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
the transaction is from a previous (closed) financial year Learn about closing a financial year
the transaction is part of a processed Prepare Electronic Payment Learn about electronic payments
the transaction is part of a Pay Liabilities transaction Learn about paying payroll liabilities
the transaction is part of a Pay Super transaction Learn about making super payments
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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:
AccountRight's security preference has been set to prevent transactions from being changed Learn about changing or deleting transactions
the transaction is from a previous (closed) financial year Learn about closing a financial year
the transaction is part of a processed Prepare Electronic Payment Learn about electronic payments
the transaction is part of a Pay Liabilities transaction Learn about paying payroll liabilities
the transaction is part of a Pay Super transaction Learn about making super payments