Context: This guide demonstrates how to submit a contribution using the Manual Grid, and how you can schedule payments using Direct Debit.
In your portal, there are two ways to upload a contribution: either by File Upload via a SAFF file or Manual Grid. This guide will walk you through the process of submitting a contribution using the Manual Grid.
Once you choose MANUAL GRID, you have the following options for adding your employee information:
Pre-populate with last submitted contribution: This option will automatically pull in the employee data from your most recent contribution upload.
Pre-populate with all employees: Selecting this will add all of your employees saved in the EMPLOYEES section of your portal to the Manual Grid.
Blank Grid: Choose this if you want to manually add employees one by one.
After selecting your preferred method for adding employee data, you will then need to choose your contribution period.
If you are starting with a BLANK GRID - Click + Add row and start to enter the employees name or Employer ID
The employee field will pre populate with Employee names and member IDs saved in the EMPLOYEES section of your portal.
Select correct employee
Once you have input the data for your employee, select 'NEXT'
Select ADD ROW to continue to add more employees
Once you have added all your employees and their data, select NEXT.
You will then be presented with a summary of your contributions and the payment details screen (depending on your chosen payment method).
If using Direct Debit, You can select "schedule payment for later" if needed.
Once you have reviewed and confirmed all the details are correct, simply submit the contribution for payment.
You will receive a confirmation that your contribution has been successfully submitted. If you're paying by direct debit, you'll also receive a notification that your account will be debited.
Help: For more details on using EFT or BPAY for contribution payments, see our article here. For assistance setting up Direct Debit, see our setup guide here.
Once complete, select Return to CONTRIBUTIONS, and you will see your contribution listed in the table. After the Direct Debit has cleared, the payment status will be updated to SENT TO FUND.
Note: If your Contribution is in the Scheduled
status, you can cancel the contribution before the payment date. You can
do this via the three dot action menu for that contribution.