When setting up a Superannuation Fund, you can create a File Layout. This allows you to export Superannuation Details in the correct format for your Superannuation Fund or Clearing House. The File Layout can either use a template if available and provided, or you can create a file layout based on their requirements.
Create a Superannuation File Layout using a template:
Go to Payroll, Maintenance, Superannuation, File Layout.
Click Add.
Use Load from Template to select the relevant template.
Enter a unique File Layout Description.
Click on the File Details tab.
You can change the Name of Output File and the Path of Output File.
Click OK to save.
For the Superpartners template, complete the following steps:
Each Fund that is administered by Superpartners, will need a unique File Layout.
Edit your File Layout.
Click on the Detail tab.
In the Destination List, locate the line with EmployNo? in the Format column.
Replace EmployNo? with your Employer Number provided by Superpartners.
Next, locate the line with FundName? in the Format column.
Replace FundName? with the name of the Fund.
Click on the File Detail tab.
Change the Name of Output File to your Employer Number provided by Superpartners.
Select Fixed Length Fields as Delimiter.