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Kass_B - Product Champion
Content Creator

Why has my Beam super batch payment been refunded for an employee?

I submitted and paid a super batch using Beam. It is now showing as 'Sent to fund with refund', why?

Solved
Best answer September 01, 2020

Best Answers
Kass_B - Product Champion
Content Creator

Why has my Beam super batch payment been refunded for an employee?

Beam super payments can be cancelled or returned for a variety of reasons. To view the status of your submission:

 

  1. Go to the Employees tab, select Reports, then Super Payments.
  2. Review the batch IDs and statuses and click on a batch ID as there may be more information provided in the batch itself ie affected employee name or amount. 

 

A status of SENT TO FUND WITH REFUND occurs after the funds have been sent successfully to an employee's destination fund(s) and indicates the fund(s) have rejected the contribution. This is usually because of incorrect super details provided by the employee or entered into their Super Funds settings. You will need to check those settings and/or speak with the employee to determine what information needs to be corrected.

 

See below for a full list of statuses you may see:

  • CREATED - batch has been created, this has not yet been submitted to Beam. 
  • SUBMISSION ACCEPTED - batch has been submitted to Beam and accepted.
  • AWAITING PAYMENT - awaiting for manual payment if Direct Credit/EFT or BPay payment method has been selected or awaiting for direct debit. If Direct Credit/EFT or BPAY payment method then this is up to the user to pay it. 
  • AWAITING CLEARANCE - this status indicates that the request to direct debit the bank account or manual EFT/BPAY has been successfully acknowledged and awaiting clearance from the bank. The usual 5 business days clearance for direct debit, 3 business days for EFT and BPAY. 
  • RECONCILED - this indicates that 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 - this occurs once all outbound transactions have been successfully sent to the employee's destination fund. 
  • SENT TO FUND WITH RESPONSE - 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. Refunds once processed may take up to 12 business days depending on your bank's processing times. 
  • CANCELLED - this indicates the contribution process has been cancelled due to a dishonour or no payment after 10 business days from the batch submitted date. If your batch is at a CANCELLED status, then you can recreate/submit the batch for the same reporting range. You should always ensure your super batches have been successfully submitted to Beam and paid 5 business days before the deadline to prevent any cancellations or delays to your batch.
  • 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. 

 

-Kass

View solution in original post

7 Comments 7
Kass_B - Product Champion
Content Creator

Why has my Beam super batch payment been refunded for an employee?

Beam super payments can be cancelled or returned for a variety of reasons. To view the status of your submission:

 

  1. Go to the Employees tab, select Reports, then Super Payments.
  2. Review the batch IDs and statuses and click on a batch ID as there may be more information provided in the batch itself ie affected employee name or amount. 

 

A status of SENT TO FUND WITH REFUND occurs after the funds have been sent successfully to an employee's destination fund(s) and indicates the fund(s) have rejected the contribution. This is usually because of incorrect super details provided by the employee or entered into their Super Funds settings. You will need to check those settings and/or speak with the employee to determine what information needs to be corrected.

 

See below for a full list of statuses you may see:

  • CREATED - batch has been created, this has not yet been submitted to Beam. 
  • SUBMISSION ACCEPTED - batch has been submitted to Beam and accepted.
  • AWAITING PAYMENT - awaiting for manual payment if Direct Credit/EFT or BPay payment method has been selected or awaiting for direct debit. If Direct Credit/EFT or BPAY payment method then this is up to the user to pay it. 
  • AWAITING CLEARANCE - this status indicates that the request to direct debit the bank account or manual EFT/BPAY has been successfully acknowledged and awaiting clearance from the bank. The usual 5 business days clearance for direct debit, 3 business days for EFT and BPAY. 
  • RECONCILED - this indicates that 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 - this occurs once all outbound transactions have been successfully sent to the employee's destination fund. 
  • SENT TO FUND WITH RESPONSE - 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. Refunds once processed may take up to 12 business days depending on your bank's processing times. 
  • CANCELLED - this indicates the contribution process has been cancelled due to a dishonour or no payment after 10 business days from the batch submitted date. If your batch is at a CANCELLED status, then you can recreate/submit the batch for the same reporting range. You should always ensure your super batches have been successfully submitted to Beam and paid 5 business days before the deadline to prevent any cancellations or delays to your batch.
  • 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. 

 

-Kass

9130 3498 7263 4986
Level 1

Why has my Beam super batch payment been refunded for an employee?

Hi

Once I have corrected the super details, how do I re-submit the Superannuation Information?

Nona_O
QuickBooks Team

Why has my Beam super batch payment been refunded for an employee?

Welcome to Quickbooks Community. 

 

When a business is using Beam, changes to an employee’s super fund will not apply retrospectively in any of the super contribution reports, as this report records what the employee’s super fund was at the time the pay run was finalised. If this is the case, the solution is to (a) manage the consolidation of super contributions into one fund for an employee via your clearing house portal or (b) you'll need to un-finalise any affected pay runs, refresh them, and then finalise again.

 

You can refer on this article link for more details about Adjusting Employee Superannuation Details. I hope this helps. Thanks for posting.

queen2
Level 1

Why has my Beam super batch payment been refunded for an employee?

How can I change a Super fund in a beam report. I cannot undo a previous payroll as it has already been uploaded vis STP. 

Bowie Ng
Moderator

Why has my Beam super batch payment been refunded for an employee?

Hello Queen2, 

 

Thank you for reaching out to the community. 

 

I want to help! Can I please ask some clarifying questions, you are wanting to change a Super Fund for previous processed super payments? Can you elaborate a little bit more on your situation? If you situation is complex, potentially it may be easier to speak with our support team. 

 

You can contact our support team in product by Help > Contact Us and following the on screen prompts, or you can call us on 1800 046 038. 

 

Let me know if I can help you further by replying more about your situation here or look forward to receiving your call. 

 

Bowie

donnaB12
Level 1

Why has my Beam super batch payment been refunded for an employee?

What happens with the refunds, do they open back up in BEAM to be repaid or do you have to pay them separately? 

IntuitSheila
Level 7

Why has my Beam super batch payment been refunded for an employee?

Hello donnaB12,

 

If the super batch payment is refunded, the refund amount should be posted back to your account where the payment was drawn from. Refund has a turnaround time of up to 12 business days from the date Beam received the payment. The most common cause for a super batch to be refunded is incorrect bank details or payment reference numbers. When entering the reference number on the super batch make sure to enter the digits/numbers only and do not add text like Ref,  Reference #, or 1.

 

Once a batch status is canceled, you can re-create/submit a new batch payment. Here's how to view the details of the super batch you've submitted for you to cross-match:

 

  1. Click on the Employees tab.
  2. Click on the Reports tab, and click on Super Payments.
  3. Locate and select the ID number of the batch that was refunded to view the details.

To learn more about the batch status for super payments made in QuickBooks Online, please check this article How to automate Super Payments using Beam in QuickBooks Online and go to batch status explained.

 

Should you have further concerns, feel free to post again in the Community! I'll be around to help you.