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      Create Superannuation Batch via SAFF

      In MYOB Acumatica you can create Superannuation batches and submit these for payment by creating and uploading a SuperStream Alternative File Format (SAFF) file to your chosen Superannuation Clearing House

      Purpose

      To guide you through the process of creating superannuation batches and SAFF file for upload

      Disclaimer: This information about how to use MYOB Acumatica is of a generic nature and is based on information supplied by MYOB. Screenshots are examples only, and any resemblance to real personal information is coincidental. Not to be relied on for legal, accounting or employment advice.

      Before You Proceed

      In this guide it is assumed that the correct Superannuation Fund and Member ID was recorded against the Employee at the time of each pay run(s). If you are looking for guidance on returned Superannuation or adjusting an Employee's Superannuation fund, please see our other Superannuation articles here

      This article explains the creation of a SuperStream Alternate Format File (SAFF) for upload to the Clearing House as opposed to using the MYOB PaySuper Service.
      SuperContributionMethod
      The Contribution Payment method is setup in the Payroll Preferences under the Pay Superannuation TAB as shown above.

      Superannuation Batch Payment Workflow Overview

      At the end of the reporting period, the contributions collected on behalf of the Super Funds need to be transferred. The process for transferring contributions is: 

      Create Batch   >   Submit   >   Approve   > Submit Payment   >   Export

      How to create a Super Batch

      1. Go to the Create Superannuation Batch screen (Payroll Workspace -> Superannuation Heading -> Create Superannuation Batch)
      2. Select the Period you want to create the super batch for by using the Period drop-down menu.
      3. The contributions list will populate if there are Superannuation transactions which occurred during the specified period. If there are transactions you wish to exclude, this can be done by deselecting the check box next to the transaction.
      4. The totals tab displays the total employer and employee super by branch as well as the number of employees and number of funds.
      5. The transactions matching your selection criteria will appear on the screen. Once you have identified the transactions you wish to create a superannuation contribution batch for, select Actions > Save Batch. 

      If there are any errors that occur during saving, the Exceptions tab displays any employees who are missing superannuation details. 

      Once the batch has been saved you will automatically be taken to the Superannuation Batch Details screen.

      Approving, Submitting and Exporting a Super Batch Payment

      Once the previous steps have been completed and the Super Batch Payment has been created you will automatically be navigated to the 'Superannuation Batch Details' screen to complete your Super Batch Payment.

      1. Navigate to the Actions dropdown via the ellipses in the toolbar and select 'Approve' to approve the Super Batch Payment when you are ready to do so.

        (Please note in the above example 'Auto Approved' has been set to 'Yes'.
      2. Submit the payment by selecting 'Submit Payment'.
      3. Create the SAFF (Superannuation Alternative File Format) file by selecting 'Export' in the toolbar. The file will then be downloaded to where your browser defaults file downloads to.

      4. The SAFF file can now be uploaded to the Pay Super superannuation clearing house of your choice.

      Note: Selecting ' Release' in the toolbar will create a GL Batch and allow the payment to hit your General Ledger.

      Summary Area 

      This area lets you enter header information about the batch and filter the contributions you want to include in the batch. 

      Period: Select the period to include contributions from. Choose from: Previous Quarter, Previous Month, Current Quarter, Current Month, Custom.  If Custom is selected, specify the period by selecting dates for the Start Date and End Date fields. 

      Supplier: Select a superannuation company to filter the include contributions from, or leave this field empty to display all suppliers. 

      Description: Enter descriptive information for the batch. 

      From Pay Run / To Pay Run: Select a range of pay runs to include contributions from, or leave these fields empty to display all pay runs in the selected period. 

      Batch Items tab 

      The main table displays details of all contributions that meet the following criteria: 

      • They are part of a completed pay. 
      • They are not already included in a superannuation batch. 
      • They match the filters set in the summary area. 

      Totals 

      This tab displays totals of the following amounts across all selected contributions, broken down by branch: 

      • All selected super contributions 
      • All employee contributions 
      • All employer contributions 

      Exceptions 

      The exceptions tab displays any contributions that meet the criteria, but which are missing a Member ID and/or Fund Name, and can therefore not be processed. Double-clicking on an exception row opens the Pay Details (MP.PP.23.10) screen for the related employee, where you can edit their Standard Pay to include the missing details. Updating these details in the employee’s Standard Pay automatically updates all pays for that employee.  

      The details displayed on the Exceptions tab are the same as those on the main table on the Contributions tab. 

       

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      Questions

      If you have more questions, please contact BusinessHub's support desk on 1300 733 071 or raise a Support Case.