Changing linked
Hi there, How can I change link of transaction into the card Pay Employee. Eg: Employer Expenses I need to change some transactions regarding one Superannution to another superannunation acc...
Forum Discussion
Hi Steven, thank you for your consideratons. I do aprreciate it. But how can change it into the payroll Categories? Please see attached what I mean.
Hi Adrianahelis
I'm sorry I don't seem to follow what you are trying to indicate with your screenshots. Can you provide additional information into what you are looking at needing to achieve so we can best offer assistance with regards to that.
Hi Steven_M,
Thanks so much for yor attention on it :)
So we have an employee who has changed her superannuation from Group super to Australian Super and we made this payment in relation to Qtr 1 it has been returned to our account bank and now I need to change her previous account number into mybo in order to have properly report for payment.
So when I go to Payroll -> Pay Supernnuantion -> and when I click in her payrool category arrow (show up the screen of Pay empoyee), it is still her previous acoount payroll category. The point is, I need to change it into the Pay Employee - Employer Expenses - Superannuation account - to her current Superannuation account.
Thanks again for your time Steven :D
Hi Adrianahelis
If you are looking at changing a recorded payroll transaction you would be looking at deleting the payroll transaction, updating the necessary information (i.e. linking the correct payroll category) and then redoing that pay. Our Help Article: Changing a recorded pay would be able to assist with that process.
However, to prevent this situation from occurring in the future. Typically, you would have a superannuation category is set up to be like "Superannuation Guarantee" which would be the 9.5% superannuation category. You would then link all the relevant employees to that superannuation category regardless of their super fund. You would need to ensure that you have the correct superannuation fund for the employee set in the employee's card in the superannuation>>Super fund section. By doing this method, the employees can have their superannuation fund changed without impacting pre-existing already processed payroll transactions.
