You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 24 Next »


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

AccountRight Plus and Premier, Australia only

Only some pay details can be edited once you’ve recorded a pay. You can change these pay details:

  • pay period,

  • payment method,

  • employee bank account details,

  • statement text,

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

Before you make changes, you need to set your preferences to allow transactions to be changed (see below). If this preference isn't set, you can’t make any changes to the pay.

If you need to correct other details, such as record leave or correct 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.

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 n the Command Centre, selecting the employee in the Card tab and clicking the pay's blue zoom arrow (if the zoom arrow is not blue, you need to change your security preferences).

 

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.

    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. Select the Security tab, 
  3. Deselect the Transactions CAN'T be Changed; They Must be reversedoption.

  FAQs


How do I delete a pay that was entered incorrectly?
  1. Ensure the Transactions can’t be changed, they must be reversed preference is not selected in the Setup menu > Preferences > Security tab.

  2. Redisplay the pay by clicking Find Transactions in the Command Centre, selecting the employee in the Card tab and clicking the pay's blue zoom arrow.

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

I recorded a pay with incorrect leave or super amounts, how do I fix it?

Either make the adjustments 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.

I overpaid an employee, how do I fix it?

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.

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 AccountRight 2011 and later.