Pay Super - Wrong Bank Account Selected

Thanks for the suggestion Princess, had already considered that but then our Super account would be the one on top when we are doing our normal transactions so even more likely to make mistakes by putting payments and credits into the Super account.  Hopefully MYOB will look at this post and see that the default account should be the only one available to the user, and that only the administrator have access to change it if there is a reason to do so (I can't think of one!)

Hi PCJB,

It’s completely understandable that you’d prefer the nominated account to come up automatically, rather than having to choose it each time. At the moment, there isn’t an option to set a default account for the Pay from Account field, so the correct account needs to be selected each time you record a super payment. The accounts shown in this list are ledger accounts and appear in account-number order.

As a possible workaround, you could move the Pay Super account to the start of your bank-account numbering sequence, so it appears first in the list.

Cheers,

Princess

I don't understand why it let's you choose a different account to the one that is nominated as the default bank account - this can only lead to errors such as happened here.  Is there a way to set this up so that the nominated account is always the one that comes up instead of having to remember to go into the drop down menu and scrolling to the correct account?

I don't understand why it let's you choose a different account to the one that is nominated as the default bank account - this can only lead to errors such as happened here.  Is there a way to set this up so that the nominated account is always the one that comes up instead of having to remember to go into the drop down menu and scrolling to the correct account?

Hi Kath_Hab, 

Thanks for the heads up and for explaining what happened. Once a Pay Super is recorded, you can’t change the Pay from account. It’ll always debit the verified nominated bank account. That dropdown just decides which bank account in your file it posts to, so the bank feed won’t match if the wrong one gets picked.

Quickest way to sort it:

• Do a Transfer Money (or a quick journal) from the bank you picked to the nominated bank.
• Then match the bank feed to the existing Pay Super payment.

If you want it extra tidy:

• Reverse the Pay Super and reprocess it with the correct Pay from account. The reversal only fixes the software entry — it won’t change the real-world debit.

Regards,

Genreve 

Thanks Shella. I haven't explained myself well.

The nominated bank account is correct. I don't want to change that.

When I create a super payment there is a drop down menu where I have to select a bank account to pay from. The default is the first bank account of the organisation, not the nominated bank account in Pay Super. This is where my error is. I didn't change the bank account to the Nominated bank account so the Super Payment Transaction is being paid from the wrong bank account. I wanted to know if the Super Payment transaction could be edited to change the Pay from bank account.

It sounds like this isn't possible. Is there a reason why it can't be edited?

Hi Kath_Hab,

Super payments are taken out of the bank account you've nominated when you set up Pay Super. If you want to change the bank account your super payments, come from, see Changing your Pay Super payment details. To deal with the transactions showing in the wrong bank account, you'll need to record a journal entry to transfer the pay-super transactions. See this link for more details.

 

Cheers,
Shella