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How do I integrate with OFX on Payroll classic?

James Nixon
Updated
EH Content Team

Available for the following plans: Employment Lite, Employment Plus
Available for the following Payroll plans: Standard, Premium
Available for the following user access level: Admin

OFX is a cloud-based platform that allows businesses to send and receive payments securely, just like a bank account. By teaming up with OFX, we will provide our users with a one-stop payroll shop and remove the hassle of dealing with ABA files or internet banking issues.

Important

You will only be able to validate and send a payment file as long as you have the correct permissions set on your OFX platform. You must have the Create box ticked under the payments section in the user roles module.

Getting started

The below accordions will walk you through how to integrate with your OFX platform, submit a pay run and then approve and pay the pay run via your OFX platform.

Integrate with OFX
  1. Log into your Payroll classic platform.
  2. Click the   Business option on the left-hand side menu.
  3. Click the Integrations option.
  4. Find the OFX tile and click the Add button.find the ofx tile and click on the highlighted add button
  5. Click the Connect to OFX button.
     screenshot of the ofx popup with the connect to ofx button highlighted
  6. Select the required organisation.
  7. Click the Accept button.
    Screenshot of EH wants permission from OFX with the accet button highlighted.png
  8. Click the Save button.  OFX is connected with the save button highlighted.png
Submit a pay run to OFX
  1. Log into your Payroll classic platform.
  2. Click the   Pay Run menu.
  3. Select the required finalised pay run.
  4. Click the Payment File   drop-down.
  5. Click the Send Payment File button.
    click on send payment file in the finalised pay run.png
  6. Click the Validate Payment button.
    click on validate payment for ofx.png
  7. Click the Confirm Payment button.
    send payment file and click the confirm button.png
Approve and process a payment in OFX
  1. Log into your OFX platform.
  2. Click the Payments menu.
  3. Select the pay run that needs approval.
  4. Click the Review button.
    Screenshot of OFX click review.png
  5. Click the Approve All button.
    Screenshot of OFX approve all.png
Download a payment in OFX
  1. Log into your OFX platform.
  2. Click the Payments menu.
  3. Select the pay run that needs approval.
  4. Click the Download   button.
    Screenshot of ofx download button highlighted.png

Maintain

The below premises will walk you through how to view and/or disable your current OFX integration plus how to resubmit a pay run to your OFX platform.

View your OFX integration status
  1. Log into your Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Integrations button.
  4. On the OFX tile, click the   button.
    click on the pencil icon in the ofx tile.png
  5. Here you will see the status of your OFX integration. Click Save to return. 
  6. view status of OFX integration.png
Resubmit a pay run to OFX
  1. Log into your Payroll classic platform.
  2. Click the   Pay Run menu.
  3. Select the required finalised pay run.
  4. Click the Payment File   drop-down.
  5. Click the Send Payment File button.
    In pay run, click on send payment file.png
  6. Click the Resubmit button. send payment file and click on resubmit in the right hand side.png
  7. Click the Validate Payment button.
    send payment file and click on the validate button.png
  8. Click the Confirm Payment button.
    send payment file and click the confirm button.png
Delete a pay run in OFX
  1. Log into your OFX platform.
  2. Click the Payments menu.
  3. Select the pay run that needs approval.
  4. Click the Delete   button.
    Screenshot of ofx delete button highlighted.png
Disable your OFX integration
  1. Log into your Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Integrations button.
  4. On the OFX tile, click the   button.
    screenshot of where to remove an OFX integration with the little red button highlighted.png
  5. Click the Disable button.
    screenshot of how to remove ofx integration with the disable button highlighted.png

Further information

Definitions: OFX pay run submission page
Business.  This is the name of your OFX account.
No. of payees.  This is the total number of payees in the file. If any of the employees have multiple electronic payment bank accounts set up, we will treat each bank account as a separate payee. If you setup your business up to Pay PAYG via Payment File to a Nominated Bank Account, this payment will also appear as a separate payee.
Payment amount. This is the total amount for all payees included in the file. This amount will not include any payments being made via manual deposit, cash/cheque or BPAY.
Payment date. This is the paid date of the pay run.
View full transaction details. This option will open the Full Transaction Details context panel where you will see the details of all payees, including the employee's name, BSB, account number and the payment amount:

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