Purpose
The purpose of this quick reference guide is to step through the process of creating and exporting SuperStream Reports. The intended audience for this document are standard users.Steps
Create a new SuperStream Record
To create a new SuperStream Report, the following steps should be completed:- Go to the Lodgements AU object. (See Figure 1)
- Click the New button, then choose SuperStream record type and click Next. (See Figure 2)
- Click the button on the left-hand side of the screen where it says Superannuation Lodgement Manager (See Figure 3)
- Within this filter screen, users have the option of creating reports specific to Employer, Employee, or All Contributions. Unless you need to split out the report to be specific to Employer or Employee, most users will keep this to the default of All (See Figure 4).
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Populate the Filter Panel with the following fields:
- Payment Entity (up to 5 if required)
- Schedule (up to 5 if required)
- Pay Batches (up to 5 if required) OR
- Payment Date From
- Payment Date To
- Click on the Pay Batch Search button, which becomes available only once the entered fields have records available to proceed and not yet lodged for SuperStream. (See Figure 5)
- A new panel called ‘Select Pay Batches’ will appear with a list of those Pay Batches.
- To create the SuperStream Report, select the required Pay Batch(s) by ticking the checkbox(s) and click Create Superannuation Lodgement.
- A new SuperStream Batch has been created with the status of SUPERSTEAM DATA CREATED. (See Figure 6)
- You can view the details of individual records by clicking on the down arrow on the right hand side and then clicking on View/Edit Details. (See Figures 7 and 8)
- To check the details of the Contact record, open the relevant Employee record directly from the Lodgements Manager UI or by clicking on View/Edit Details button and then clicking on the Employee record name (See Figure 8 on the above page). Enter the address details under heading ‘Address Information’, or check the Birthdate, Gender, Phone or Mobile if they are missing or update the details if they are incorrect. (See Figure 9)
- Select the Finalise tab and click on Confirm Data. (See Figure 10)
- A pop up message will appear. Click on the Confirm button on the pop up message. (See Figure 11)
- You will see a message ‘SuperStream Data Confirmed successfully’ and the status will change to Superstream Data Confirmed. (See Figure 12)
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To proceed further, select one of the 4 options of the report as required from the Extract Data picklist below on the left hand side.
- The four options are Super Choice, Quick Super, One Path and SAFF.
- Click on the blue-coloured Extract Data button and then click on Confirm button. (See Figure 13)
- A message will appear ‘Extraction Process has started’. (See Figure 14)
- The message will change to ‘Extract process completed successfully’ and the status will change to Superstream Data Extracted. (See Figure 15)
- A file will download to your computer (shown at the bottom of your screen or in your downloads folder). The file can be opened to review, moved to another folder if required, and is ready to be uploaded/sent to the clearing house/superfund. The same file can be accessed from the ‘File’ related list to the Lodgement Record.
