Submitting a Contribution - Manual Grid

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. 

1. Click the Contributions menu.
    

2. Click the + New Contribution button.
   
   
    

3. Select the  Manual Grid tile.
    

4. 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.
      

5. After selecting your preferred method for adding employee data, you will then need to choose your contribution period.
   
   
    

6. If you chose the Pre-populate with all Employees option, the employee field will pre populate with Employee names and member IDs saved in the Employees section of your portal.
    

7. If you chose the Blank Grid option, then click the  + Add Row button 
   
   
    
8. Type in the employee's name or Employer ID.
   
   
    
9. Click the Add Row button to continue to add more employees 
    

10. Once you have input the data for your employee, click the Next button
    
    
     

11. You will then be presented with a summary of your contributions and the payment details screen 
     

12. If using Direct Debit, you can click the Schedule Payment for Later button if needed.
    
    
     

13. Select a date and click the Done button.
    
    
     

14. Once you have reviewed and confirmed all the details are correct, click the Submit Contribution  button.
    
    
     

15. 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. 
     

16. Once complete, click the  Return to Contributions button 

    Note: 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.

    
    
     

17. You will see your contribution listed in the table. After the Direct Debit has cleared, the payment status will change 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  by clicking the Three Dots button and then clicking the Cancel button.