Exporting superannuation details

To export superannuation details:

  1. Select Module > Payroll > Payroll Superannuation Export from the main menu.
    The Payroll Superannuation Export window is displayed.
  2. Type in your selections.
  3. Click .

The selected superannuation details are exported.

Payroll Superannuation Export window key fields and buttons
Fields

Field

Description

Export Format

Select the format of the export file:

  • CSV - Comma separated delimited file.
  • ISST - Independent Schools Super Trust format.
  • PLUM - Plum Financial Services, a subsidiary of MLC.
  • CEO (WA) - Comma separated delimited file.
  • NGS - Non-Government Schools Superannuation Fund.
  • Mercer - Mercer Wealth Solutions.
  • AustralianSuper - AustralianSuper.

Payroll Year

If required, override the payroll year.

Process Date

If required, override the processing date.

Date From and To

Period you want to export.

Number of weeks in this period

Number of weeks in the period.

Payment Date

Date of the superannuation payment.

Create File

Clear this field if you do not want to create a file, for example if you only want to have a quick look at the figures. The report displays on the screen. If everything is OK you can then select this field and reprocess.

Copy to Directory

Override the file and directory last used to export the superannuation details to.

Buttons

Button

Description

Browse for the directory and file to export the superannuation details to.