How to automate super payments using Beam

1. Click the  Reports menu.
2. Under Payroll, click Super payments.
   
3. Click the New Super Payment Batch dropdown button.
4. Click Beam.
   
5. Filter super contributions according to:
   • Date range.
   • Pay schedule.
   • Contribution type.
   • Employing entity.

   Helpful Hint

   To learn more about these filter fields, please refer to the Filter parameters tab in the Further information section of this article.

6. Click the Filter button.
   
7. Click the Create batch button.
   
8. Click the superfund to expand the contribution details.
   
9. Click Exclude from batch for every contribution you do not want to include.
   
   
   

   Helpful Hint

   You can click Include to include the contribution to the batch again.

10. Click the Submit button.
    

    Helpful Hint

    The platform will validate the contributions and submit them if they pass validation. Otherwise, you will get a notice for any errors. Before resubmitting, you have to fix these errors and validate the contributions again by clicking the Validate button beside the Submit button.

    If you have created a super batch but have not submitted it to Beam within 24 hours, an action item will appear on your business dashboard as a reminder to complete the process.

    To learn more about errors and how to fix them, please refer to this article: Errors and Warnings When Creating Beam Super Batches.

    
    
    

    Important

    To continue the payment process, please refer to either:

    • Pay a super batch payment via direct debit; Or
    • Pay a super batch payment via BPay or direct credit/EFT.

    These tabs are the next items in this article. Please click the tab that corresponds to the payment type you are using.

    Note that Beam does not accept international transfers for batch payments. They do not have a SWIFT code. 

1. Click the  Reports menu.
2. Under Payroll, click Super payments.
   
3. Click the super batch you need.
4. Click the Submit button.
   
5. Click the Payment method dropdown.
6. Click Direct Debit.
7. Select the bank account you would like the funds to be debited to.

   Important

   Beam transactions will appear as Precision CH (clearing house) or Precision Administration Services Pty Ltd.

   • If you submit the contribution before 3:30pm AEST on a business day, Beam will debit the nominated account on that day.
   • If you submit the contribution on or after 3:30pm AEST on a business day or on a non-business day, Beam will debit the nominated account on the next business day,

   Funds debited from the nominated account(s) will be sent to the nominated superannuation fund(s) within five business days. This includes the time it will take for the funds to clear.

1. Click the  Reports menu.
2. Under Payroll, click Super payments.
   
3. Click the super batch you need.
4. Click the Submit button.
   
5. Click the Payment method dropdown.
6. Choose either:
   • Direct credit/EFT.
   • BPay.
7. Click the Submit button.
   
8. Click the acknowledgment checkbox.

   Helpful Hint

   For EFT(bank transfer) and BPay, the payment details will be blurred out until you tick the acknowledgement. Beam transactions will appear as Precision CH (clearing house) or Precision Administration Services Pty Ltd.

9. Click the OK button.
   
   
   

   Helpful Hint

   You need to make sure you use all correct payment details for each batch. You should also see to it that your bank clears your payment so it meets the due date.

   • EFT (bank transfer) - There is a different payment reference number for each batch submitted.
   • BPay - There is a different customer reference number for each batch submitted.
10. Open the email notification sent to the payroll admin with the Beam payment instructions.
    
    

    Important

    For more information, please refer to the EFT and BPay payments: incorrect details, cancellations, and refunds tab in the Further information section of this article.

1. Click the  Reports menu.
2. Under Payroll, click Super payments.
   
3. Click the ID of the super payment batch that you need.
4. Click the Batch Data button.
   
   
   

   Helpful Hint

   You can now see the raw Beam data. However, note that it is view-only, meaning you cannot edit or delete it.

   

1. Click the  Reports menu.
2. Under Payroll, click Super payments.
   
3. Click the New Super Payment Batch dropdown button.
4. Click Manual.
   
5. Fill in the following filters:
   • Date range.
   • Pay schedule.
   • Contribution type.
   • Employing entity.
6. Click the Filter button.
   
7. Click the Create batch button.
   
8. Click the OK button.
   
9. Click the Mark as paid button.
   
   
   

   Helpful Hint

   Your manual super batch payment is now marked as "Paid." You can click the Download button to download a payment report.

   

Managing data