Maintaining superannuation lists

Synergetic currently allows you to use several different styles of printed superannuation reports.

To select these reports:

  1. Setup lookup tables as follows:
    • Select Module > System > Lookup Tables Maintenance - Finance.
    • Scroll down to luPayrollSuperannuationList and enter the following codes and descriptions as a basis for your reports:


    Tip:
    The descriptions can be changed to whatever you like - most likely the fund that the report is being used for. The descriptions are used for the headings in the sample reports shown below.

  2. Print Crystal Reports:
    Select Module > Payroll > Payroll Crystal Reports Available and print a copy of each of the superannuation report styles. The following report styles are available.



    Style D Superannuation Report

    Note: The Crystal Report, PAYSREMP, is used to print the superannuation guarantee contribution information. For example:
  3. Set up the pay code.

    Tip:
    If you have separate funds that you would like to appear on separate reports but with the same style then skip this section and see Duplicating reports for separate funds. For example, two funds that you would like to appear in Style B but not together.

  4. Go through each superannuation pay code and choose the Report Code and the Report Column that you want it to be tallied into.

    Note:
    See the report styles or your printouts for column/heading orders.