Create, view, and run reports on Super Payments using Beam in QuickBooks Online

• The payment in a super batch is calculated according to the pay runs' paid date.
• Regardless of the date range you choose, super batches will only contain super payments that have been processed in a pay run.
• Employees who couldn't be validated after applying the filters will appear in red or yellow. You can select Click to View to see the error, once you’ve corrected the errors select Validate, then Submit. For additional help on these errors, see Beam Super Payment Errors and Warnings
• To exclude an employee from the batch payment, select the Exclude from batch link next to the relevant employee.
• If you delete a super batch, it can not be restored/recovered.

• Created: batch has been created and has not yet been submitted to Beam.
• Submission Accepted: batch has been submitted to Beam and accepted.
• Awaiting Payment: batch is awaiting for manual payment if Direct Credit/EFT or BPAY payment method has been selected, or it is awaiting for direct debit payment.
• Awaiting Clearance: this status is used for direct debit contribution processes and indicates that the request to debit the bank account has been successfully acknowledged.
• Reconciled: this indicates that the payment has been recovered and cleared from the employer.
• Send to fund: this occurs when all outbound transactions have been successfully sent to the employee's destination funds.
• Sent to fund with responses: 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 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.
• Cancelled: this indicates the contribution process has been cancelled, for example, due to no payment or a dishonour. If your batch is at a CANCELLED status, then you can recreate/submit the batch for the same reporting range.
• Failed: this indicates that something unexpected has happened during the submission to beam. If your batch is at a FAILED status, then go back into the batch and submit the batch again.

If you're paying your Beam super batch by EFT or BPay, make sure that the amount and reference numbers entered into the payments match the batch details exactly. If not, it may cause the batch to cancel and the payment to be returned.

Beam requires the details of the payment to match exactly to the batch. Otherwise, the two can't be linked together. The only information entered into the reference number field of the payment should be the digits of the reference number.
Text such as 'Ref', 'Reference Number', 'Ref #' and so on should not be included and will cause the batch to be cancelled and the payment returned.

You should see the batch cancel after 10 business days from the batch submitted date, along with email notification. The payment will be refunded and can take up to 12 business days to return. Once the batch has been cancelled, you will need to submit a new batch and send a new payment.

When an employee updates their super fund details, confirm with the employee whether the updated super fund should apply to future or unprocessed contributions.

If the employee wants their super fund details updated, this can be done through the employee’s record:

1. Select Employees.
2. Select the employee's name.
3. Select Super Funds then select Update Contributions.
4. Select Yes or No depending on whether the employee wants the super fund updated for unprocessed contributions.

Note: If an employee has more than one super fund you can also adjust the allocation percentage from here.