This guide will explain how to make a super payment with Microkeeper via the Beam Super Gateway
Menu > Payroll > Super
Before you can process a super contribution through Microkeeper you will be required to sign up to Beam Super.
Click the Setup Beam button to begin the sign up process.
A Super Contribution can be made on the Super page.
Navigate to Menu > Payroll > Super, click the "New Super Submission" button to start a new Super Payment.
A "New Super Submission" window will appear. Configure the Super payment by selecting:
The Period option can be used to quickly select a month or quarter.
After configuring the time period, click the "Prepare Super Report" button to generate the Super Contribution Report.
The Super Contribution Report will detail a breakdown of the super contributions including the payments to be made to each fund by each employee and also the total contribution for all super funds.
Review the report and check that the:
If there are any missing or incorrect details during the validation on the payment, a red error box will appear with a list of all errors that must be fixed before super can be processed.
Once any errors have been amended, click the "Refresh" button to confirm.
Once the super contribution report has been confirmed, the super payment can be processed by clicking the "Submit Super" button.
The Beam Clearing House Payment Gateway window will open. Confirm the details in the payment gateway, confirming that:
Once you have confirmed the figures, enter the amount to be processed in the Enter amount to confirm box.
Click the Reviewed button after everything has been confirmed and then click Pay Super to make the super payment.
The data has now been sent to Beam who will debit the business bank account and send the contributions to the nominated superfunds.
Funds will be debited within 1-5 days by Precision Administration Services Pty Ltd.
A Payment notification email will be sent to the user who processed the submission.
Past super contributions can be reviewed on the Super - Process Log page.
Navigate to Menu > Payroll > Super > Process Log
A list of previous contributions can be found in the section.
You can filter the contribution log by the financial year and by either Successful, Failed and All.
The log will detail:
An Audit Report can be generated to view the data for any submitted contribution.
Click the three horizontal dots on any contribution in the list and select "View Audit Report".
The Audit Report will show a breakdown of the contribution report including:
Super contributions that have been refunded can be reprocessed on the Super-Refunds page.
Navigate to Menu > Payroll > Super > Refunds
The Refunds page will list any contributions that have been refunded during the contribution process. This list can be filtered by financial year.
The refund will contain the information of:
To reprocess the contribution click the "Redo" button.
A preconfigured Super Contribution report will be generated for the refunded amount and employee.
Action any errors and click the Submit Super button to process the refund.
A super contribution can be cancelled on the Process Log page if the submission hasn't passed the "Waiting" status.
Navigate to Menu > Payroll > Super > Process Log
Click the three horizontal dots on any contribution in the list and select "Cancel Contribution".