Payment Summary History

This window displays the history of each Payment Summary produced when the Print Payment Summaries process is run. It also allows for the Payment Summary to be adjusted.

Prerequisites 

  • No prerequisites

Rules and Guidelines

  • This lists all Payment Summaries processed for the selected employee.
  • The top record in the list is the most recent and is sorted by the Printed Date.
  • Amendments can only be made to the value of an original Payment Summary that has been sent to an employee, and when the PSARXXXX file has been sent to the ATO.

  • When the Payment Summaries are generated, a validation is performed to define which ID Number will be used for the payment summary. This process is being done so that the Payment Summary on this screen will have the corresponding employee ID Number based on the Program Control set up at the time of generation.

  • Information entered on this window could be accessible to the employee when logging in to Employee Self Service.

Field Information

The value from the Payment Summary Year Ending field.

The number associated with the movement of the person.

The Payment Summary Printed date.

The user who processed the Payment Summary.

Payment Summary Type.

Code Description
I Individual Non Business
E Employment Termination Payment
V Voluntary Agreement
L Labour Hire
O Other Specified Payments

 

The employee's Gross field from the Individual Non Business, Labour Hire or Voluntary Agreement Payment Summaries.

The employee's Tax Withheld field from the Payment Summary

Taxable Component field on the employee's ETP Payment Summary.

Tax Free Component field on the employee's ETP Payment Summary.

An A is displayed if the Payment Summary has been amended.

The user who amended the Payment Summary.

The date of when the Payment Summary was amended.

The time the record was amended.

The date and time the original record was processed.

On the drill down of each line, the values presented on the Payment Summary, with the exception of the name, address and tax file number of the employee and the company details are displayed.

  • Information can only be changed if the record was written to the PSARXXXX file.
  • Information written to the PSARXXXX file is displayed with a Sent Date.
  • If the Send Date is not detected when the record is saved an error message is displayed and the adjustment will not be processed.
  • The Print button located at the top of the drill down window allows for the selected Payment Summary to be reprinted.