Incorrect Superannuation Member Number

Jocelyn
Jocelyn Member Posts: 46 Reckoner Reckoner
in Reckon Accounts (Desktop)

Hi,

I have just noticed that I have incorrectly entered an employees Salary Sacrifice Superannuation Member number incorrectly. The employee has since cancelled this salary sacrifice.

How do I correct the salary sacrifice member number in the past pays so it goes to the correct super fund and member?


Thanks

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  • Jocelyn
    Jocelyn Member Posts: 46 Reckoner Reckoner
    edited March 2021

    I missed last months, and our clearing house (Which is our default fund) has set up a new account for the employee! So they don't do that yet unfortuately.

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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,867 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Jocelyn Go into the employee's record in RA & update it on their Super tab.

    Unfortunately, this updates in real-time so will only correct it going forward. You would need to delete & re-enter those pays for it to reflect historically.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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  • Acctd4
    Acctd4 Accredited Partner Posts: 3,867 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Yes Zappy, I am aware that the Clearing House doesn't update automatically.

    I have one client who uses Ozedi & the Super details do flow directly through in the SAFF file (including any changes made to the employee's Super details) so it can be done. Personally, I don't use SAFFs but I know a few of our APs here in WA do & they have it working successfully so seems to be a user config issue.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Jocelyn
    Jocelyn Member Posts: 46 Reckoner Reckoner

    I shall get the employee to do the transfer over between funds.

    I went into their employee record and re-added in the Salary Sacrifice in the Super Section. I then went back into the individual pays that were affected and deleted the salary sacrifice line and re-added it in.

    I ran the reports and SAFF export and all good. I have uploaded to the Super Clearing House.

    I removed the salary sacrifice line again.

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