1. Review the bank account in the Chart of Accounts

• • Go to Accounting > Chart of Accounts.
  • Locate the bank account you want to add for super payments.
  • Confirm the account type is set to Bank.
    • If not, click on the account to update the account type to Bank.

2. Check the account details

• • Click on the bank account from the Chart of Accounts and ensure the bank account number and BSB have been entered correctly.
    • Remove any additional digits, spaces, characters or letters that don’t form part of the actual bank account.
  • Save any changes and try the super setup again.

3. Ensure the account is not archived

• • Go to Accounting > Chart of Accounts.
  • Locate the bank account you want to add for super payments.
    • If it is not showing in this list it may not be active
  • Click on the Archive tab to see if the account is listed here
    • To restore the account, click on the checkbox, and click Restore.
  • Archived or inactive bank accounts cannot be selected for super payments so once restored, try the super setup again.

4. Confirm an active bank feed is connected

• • • Go to Accounting > Bank Accounts.
    • Check that the account you are trying to connect shows as connected and receiving transactions.
      • Click on the bank account name
      • Click on the drop-down box Manage Account
      • Under Direct Connect, confirm the account shows as Activated
    • If there is no active bank feed, the account will not be available for automatic super payments.
    • Setup direct bank feeds for the account and then try the super setup again.