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.

   

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.
   
   
   

   Helpful Hint

   You will now see the super contributions that fall under the filters you used. You can click the Click to view button to see more information on super contribution warnings.

   

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 Download dropdown button.
5. Choose the file type you want to download:
   • Excel.
   • CSV.
   • PDF.
   

1. Click the  Reports menu.
2. Under Payroll, click Super contributions.
   
3. Filter super contributions according to:
   • Super batch/Date range.
   • Pay schedule.
   • Location.
   • Employee.
   • Contribution type.
   • Group by.
   • Employing entity.

   Helpful Hint

   You can click the  button to switch between Super batch and Date range reports.

4. Click the Run report button.
   
   
   

   Helpful Hint

   You can now see the details of the report.

   

1. Click the  Reports menu.
2. Under Payroll, click Super contributions.
   
3. Filter super contributions according to:
   • Super batch/Date range.
   • Pay schedule.
   • Location.
   • Employee.
   • Contribution type.
   • Group by.
   • Employing entity.

   Helpful Hint

   You can click the  button to switch between Super batch and Date range reports.

4. Click the Run report button.
   
5. Click the Download dropdown button.
6. Click the file type you want to download.
   

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 Cancel button.
   
5. Click the OK button.
   
   
   

   Important

   Remember, you must wait about ten minutes and make sure the status updates to "Cancelled" before creating a new batch. To read more about the different status types, please refer to the Super batch status 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 Delete button.
   
5. Click the Delete button.
   

When creating a super payment batch, you can filter super contributions using the following parameters:

1. Date Range - You can choose a date range by Month, Quarter, or ‌Custom Range. Note that pay runs are identified by their Paid Date and NOT the period date.

   Important

   Regardless of the date range you choose, super batches will only contain super contributions that:

   • Have been processed in a pay run (accrued as SG or by deduction, e.g. salary sacrifice)
   • Have not already been paid in a previous batch for the same date range.
2. Employing Entity - If you have more than one employing entity in your business, you will need to select the correct one needed for the batch.
3. Pay Schedule  - You can choose to show super contributions for all or specific pay schedules.
4. Contribution Type - You can choose to show super contributions for all contribution types or for specific types, such as Super Guarantee, Salary Sacrifice, Member Voluntary, and Employer Contribution).

Initial validation will occur while the super batch is being filtered. This validation process will separate ‌employees into:

• Those who pass the initial validation, whose names will be in green.
• Those who fail the initial validation, whose names will be in red.

You can view more information by clicking the Click to view button.

You can now see the information that is missing or needs to be changed.

Any employees that have failed the initial validation will have an error / warning message attached. An error will prevent the affected contributions from being included in the batch, meaning you need to address it first. However, a warning will not prevent affected contributions from being paid.

You can also opt to exclude employees with errors from the super batch and proceed to submit the payments for other employees.

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

Your payment cannot be automatically matched to your batch if you make a mistake on your banking details and either the payment reference number or amount you use does not match exactly. This means your batch will be CANCELLED. Your payment cannot be manually matched.

REFUND of an unmatched payment can take up to 12 business days from the date Beam received the payment. It is refunded back to same bank account/originating bank account it was paid from.  Remember, check your relevant bank accounts because you may have used a different bank account for payments (i.e. different from your refund bank account on your superannuation settings page).

Here are other pertinent information:  

• Please make sure you enter the correct payment reference number/customer reference number (only use the 18 character number and do not add any letters or number, e.g. 'Ref' or '1') within your banking reference or description fields. This helps make sure your payment can be automatically matched to your batch. 
• If you fail to send a payment that automatically matches your submitted batch within the expected timeframe (3 days), an email notification will be sent on day 3.  If you receive this email, you should check the information you provided on your banking details - proof of payment - bank receipt/remittance.
• A batch is automatically cancelled if a matching payment is not received by day 10, following the batch submitted date. After a batch automatically cancels (i.e. due to no payment or incorrect information on your payment details), an email notification is sent to the email contact on the business details page and Beam UI. 

You can access the details of any created or submitted super payment batches on the Super payments page. From here, you can see the following columns:

• ID.
• Date created.
• Date submitted.
• Contribution date range.
• Payment total.
• Employing entity.
• Status.
• Clearing house.

Clicking on the ID number will open the batch submission details.

The batch status will change as it progresses through the various stages. Here is what the different status types mean:

• CREATED - The batch has been created but has not yet been submitted to beam. 
• SUBMISSION ACCEPTED - The batch has been submitted to beam and accepted.
• AWAITING PAYMENT - The batch is awaiting manual payment if direct credit/EFT or BPay payment method has been selected, or the batch is awaiting for direct debit. If a direct credit/EFT or BPay payment method is selected, it is up to the user to pay it. 
• AWAITING CLEARANCE - The request to direct debit the bank account or manual EFT/Bpay has been successfully acknowledged and awaiting clearance from the bank. Expect the usual 5 business days clearance for direct debit and three business days for EFT and BPay. 
• RECONCILED - The corresponding payment has been recovered and cleared from the employer. The payment is matched to the batch within 24 hours before the contribution is sent to the fund. 
• SENT TO FUND - All outbound transactions have been successfully sent to the employee's destination fund. 
• SENT TO FUND WITH RESPONSE - The outbound transactions have successfully been sent out to the employee's destination funds. This indicates that one or more of those destination funds have provided informational responses back. 
• SENT TO FUND WITH REFUND - This occurs after the outbound transactions have successfully been sent out to the employee's destination funds. It indicates that one or more of those destination funds have rejected and refunded one or more contributions. Refunds once processed may take up to 12 business days, depending on your bank's processing times. You will need to correct the employee/s super fund details then to make your super payment again. Then, you will need to create and submit a new batch for the same contribution date range.
• CANCELLED - The contribution process has been cancelled due to a dishonour, being manually cancelled by the user, or no payment after ten business days from the batch submitted date. If your batch is at a cancelled status, you can recreate and submit the batch for the same reporting contribution date range. You should always make sure your super batches have been successfully submitted to Beam and paid five business days before the deadline to prevent any cancellations or delays to your batch.
• FAILED - Something unexpected has happened during ‌submission to Beam. If your batch is at a failed status, go back into the batch and submit it again. 
• REFUNDED - This means all the payments within the batch have become non-compliant in the time between when you made the submission and when the batch moved into RECONCILED status. So, Beam has had to refund the entire payment.

To learn more about warnings and errors that may cause super batches to be returned, please refer to this article: Beam Errors on submitted Super Batches.

The following conditions apply in relation to cancelling a super batch:

• You can cancel the batch if the payment method was Direct Credit/EFT or BPay and the status is still "AWAITING PAYMENT" and payment has not actually been made.
• The timing of the batch upload is implortant if the payment method is Direct Debit and the status is still "AWAITING PAYMENT." The cut off time is 3:30pm AEST and Beam could debit the nominated account any time from that time on, meaning you will not be able to cancel after this time. The platform will show an error in this case.
• If a batch was submitted before 3:30pm AEST on any business day, you can only cancel it before 3:30pm AEST on that same day.
• If a batch was submitted on or after 3:30pm AEST on any business day, or on a non-business day, Beam will debit the nominated account after 3:30pm AEST on the next business day. This means you can cancel the batch up to 3:30pm AEST on the day after you submitted it.
  For example, suppose you made the submission on 3:31pm on Tuesday, you can cancel the submission up to before 3:30pm on Wednesday. 
• If you have used the incorrect PRN (payment reference number), the batch will be automatically cancelled after ten business days. However, you can manually cancel this earlier to create a new batch and pay the contributions again while you wait for their original payment to bounce back. Beam will automatically refund any payment that cannot be reconciled to a super batch, and this process can take up to 12 business days.

An email notification will be sent where a refund or cancellation has occurred on a submitted batch . These notifications will be sent to the contact person's email address entered in the platform's Business details screen (Payroll settings > Business details) and Beam's UI contact details screen (Payroll settings > Superannuation). However, the email addresses entered in the payroll platform and in Beam can be different. 

Here is an example of the refund email notification:

Here is an example of the cancellation email notification: