Table of Contents

Use Beam for SuperStream in Reckon One

Learn how to process SuperStream with Beam in Reckon One, making all your super contributions in a single electronic transfer without leaving Reckon One.

This feature is available on all payroll and Reckon Ultimate plans.


Before using Beam

Before you can process SuperStream with Beam, you need to enable Beam.


Ways to use Beam to lodge SuperStream in Reckon One

There are 2 ways to create and lodge a SuperStream batch through Beam. You can:

  • create and lodge the batch directly from the pay run (best for those who want to pay super quickly and don't need to review the batch before lodging). Learn how to create and lodge directly from the pay run.
  • create a draft batch first, so you can review the batch in detail before lodging.

Option 1: Create and lodge the batch directly from the pay run

To create and lodge the batch directly from the pay run:

  1. In the Payroll menu, click on Pay runs.
  2. Click on a pay run with a status of Paid.
  3. Click on Create & lodge SuperStream.
  4. (Optional) Change the batch description.
  5. Click Create batch.
  6. Review the Payment method and bank account.
    1. If Direct debit was set up as a payment method during Beam registration, the Payment method will show as Direct debit, and the From bank account is the bank account that the funds will be debited from. You can change the account if you have more than one bank account in Reckon One that has been registered with Beam
    2. If Direct debit hasn't been set up, you'll need to select a Payment method and Refund bank account (where overpayments will be refunded to). Your options of Payment method are:
      1. EFT - manually transfer payment to Beam via online banking
      2. BPAY - make a BPAY payment to Beam via online banking
      3. Pass through (pay fund directly) - Beam will pass through the super contributions data but not the contributions, and you'll pay the super funds directly.
      To have the bank account field always default to a particular bank account, set a Superannuation payment account in Payroll settings.
  7. Click Lodge via Beam.
  8. The batch will be marked as Lodged. To review the lodged batch, click on View super batch details or go to SuperStream in the Payroll menu.
  9. Next, pay the super funds directly if you didn't include contributions in your batch and record your payments in Reckon One.

Option 2: Create and review draft batch before lodging to Beam

Create the draft SuperStream batch

  1. Create the draft batch from the pay run or from the SuperStream screen in Reckon One:
    1. To create from the pay run: In the Payroll menu, click on Pay runs, select the pay run you wish to create the batch for, then click on the dropdown next to Create & lodge SuperStream and select Create draft SuperStream.
    2. To create from the SuperStream screen:
      1. In the Reckon One Payroll menu, click on SuperStream.
      2. Select Add and enter a From and To date. These dates will determine which employees will be included in the SuperStream batch and are based on the Pay date of the pay run.
        Add SuperStream batch
  2. Add a unique Description to help you identify the batch.
  3. Select Add SuperStream batch.
  4. The batch status will show as Draft.   

View the figures in a batch

A SuperStream batch includes any superannuation contribution values that:

  • are in a pay run that has been marked as Paid (where the pay run pay date falls in the dates selected for the batch)
  • have not been included in any other SuperStream batch
  • are due to a pay run being reverted after a contribution has already been lodged via SuperStream, where the changes to the pay run increased the amount of superannuation that was owed. If the changes to the pay run decrease the amount of superannuation owed, this will not show as a value in in the batch. If either of these scenarios occurs, you can view the details (the amount originally contributed, new amount owed, and adjusted amount) in the batch history.

Validate the batch (optional)

You can validate the batch before lodging it, to determine if there are any errors or warnings:

  1. In the Reckon One Payroll menu, click on SuperStream
  2. Click on the batch to open it.
  3. Select Batch Options, then Validate batch.
    1. Errors will be displayed in red. You are not able to proceed until these errors have been actioned.
    2. Warnings will be displayed in yellow. These will not stop you from sending the batch.
    3. If there are no errors or warnings, the screen will display the message: SuperStream batch has been validated and is ready for lodgement
      Validate super batch
If you are finding errors relating to the Super fund ABN, you can verify against the Super fund lookup site
For any employee or company ABN errors, you can verify against the ABN lookup site
And if you need to check on your SMSF ESA, check on the Electronic service address site

Lodge the batch with Beam

  1. In the Reckon One Payroll menu, click on SuperStream.
  2. Click on the batch to open it.
  3. Select Lodge via Beam.
  4. Review the Payment method and bank account.
    1. If Direct debit was set up as a payment method during Beam registration, the Payment method will show as Direct debit, and the From bank account is the bank account that the funds will be debited from. You can change the account if you have more than one bank account in Reckon One that has been registered with Beam.
    2. If Direct debit hasn't been set up, you'll need to select a Payment method and Refund bank account (where overpayments will be refunded to). Your options of Payment method are:
      1. EFT - manually transfer payment to Beam via online banking
      2. BPAY - make a BPAY payment to Beam via online banking
      3. Pass through (pay fund directly) - Beam will pass through the super contributions data but not the contributions, and you'll pay the super funds directly.
      To have the bank account field always default to a particular bank account, set a Superannuation payment account in Payroll settings.
      Lodge SuperStream batch screen
  5. Select Lodge batch via Beam. Beam will validate the batch and update the status to Lodged.
  6. The batch status will now show as Lodged.
  7. A date and time of the last update will be shown. Click Refresh to update.
    SuperStream batch details page
  8. Next, pay the super funds directly if you didn't include contributions in your batch and record your payments in Reckon One.

Pay super contributions (if paying funds directly)

If you selected the Payment method of Pass through (pay fund directly), you'll need to pay each super contribution via online banking. You can pay these one-by-one through your online banking platform, or you can create a bank payment (also called an ABA file) to upload to your bank so you can pay all your contributions to different funds in a single transaction. Learn how to create a bank payment in Reckon One.

Record payment of super contributions in Reckon One

Whether you pay the funds through Beam or directly, you need to create a record of superannuation contributions in Reckon One, so that your records in Reckon One reflect the actual payments made from your bank account. Learn how to create a payment transaction in Reckon One for each superannuation fund paid.

Check back to ensure your batch is processed successfully

It's important to check back to make sure your batch is processed by Beam without errors. You can do this from the SuperStream screen, or from the Reckon One dashboard.


Cancel a lodgement

You are able to cancel the lodgement when the status is at Draft or Lodged, or the Beam status is Awaiting payment:

  1. In the Reckon One Payroll menu, click on SuperStream
  2. Click on a batch to open it.
  3. Select Batch options, then Cancel lodgement.
  4. The batch status will show as Cancelled.

Revert a batch to draft

A batch can be reverted to draft when the Status is Lodged (but only when the batch has been manually marked as lodged), or the Beam status is: Refunded or Cancelled. Reverting to draft allows you to edit the batch.

  1. In the Reckon One Payroll menu, click on SuperStream.
  2. Click on the batch to open it.
  3. Select Batch options, then Make draft.
  4. The batch status will now show as Draft.

Read more

How did we do?

Enable Beam SuperStream in Reckon One

Understand the SuperStream screen in Reckon One

Related Articles

About SuperStream in Reckon One
Enable Beam SuperStream in Reckon One
Use SAFF files for SuperStream in Reckon One
Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)