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Superannuation Reports |
  
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Superannuation Reports |
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Even though they are available from the 'Reports' picture button at the top of the main screen, reports specific to superannuation are given their own section.
Accessing the reports
1. Click on the 'Super Mgr ' button
2. Highlight the required fund
3. Click on the 'Reports' button (at the bottom of the window)
The report can cover more than one fund. This is achieved by clicking on the 'Multi Select' button. All funds will become highlighted. You can de-select a fund by holding down the control key on the keyboard and clicking on the fund. Then click on the 'Reports' button.
The list of reports
Below is a list and brief outline of each report. The filename in brackets is the source file for the report.
Employer Periodic Superannuation SGL Contributions (SGL.rpt) - a detailed list of each employers contribution to the SGL Fund by Period Ended Date when choosing 'All Employees' as the 'Report By' option.
Employer Periodic Superannuation SGL Contributions (SGLFund.rpt) - a detailed list of each employers contribution to the SGL Fund by Period Ended Date when choosing the following two (2) 'Report By' options:
All Employee – Grouped by Fund
Selected Fund/s
Non SG Periodic Contributions (Supermem.rpt) - a detailed list of each employee's contribution to the Super Fund by Period Ended Date when choosing 'All Employees' as the 'Report By' option.
Non SG Periodic Contributions (Fundmem.rpt, FundmemS.rpt) - a detailed list of each employee's contribution to the Super Fund by Period Ended Date when choosing the following two (2) 'Report By' options:
All Employee – Grouped by Fund
Selected Fund/s
Non SG Contributions YTD (supermembb.rpt) a detailed list of each employee's contribution to the Super Fund by Period Ended Date when choosing 'All Employees' as the 'Report By' option.
Non SG Contributions YTD (supermemb2, sglmemb.rpt) a detailed list of each employee's contribution to the Super Fund by Period Ended Date when choosing the following two (2) 'Report By' options:
All Employee – Grouped by Fund
Selected Fund/s
Superannuation SGL YTD Monthly Summary (Sglmtsum.rpt) - a month to date summary of Superannuation (SGL) when choosing 'All Employees' as the 'Report By' option.
Superannuation SGL YTD Monthly Summary (Sglfdsum.rpt) - a month to date summary of Superannuation (SGL) when choosing the following two (2) 'Report By' options:
All Employee – Grouped by Fund
Selected Fund/s
Superannuation SGL YTD Employee Balances (Supersgl.rpt) - a listing by employee detailing the Superannuation Fund Name, Fund Number and the SGL total amount for the year to date (YTD) when choosing 'All Employees' as the 'Report By' option.
Superannuation SGL YTD Employee Balances (Supfdsgl.rpt) - a listing by employee detailing the Superannuation Fund Name, Fund Number and the SGL total amount for the year to date (YTD) when choosing the following two (2) 'Report By' options:
All Employee – Grouped by Fund
Selected Funds/s