Super Report Fund employee Names

ValVal Member Posts: 12

Hi I have a problem with the Super report by fund.

Only a few of the employee names show on my report. As far as I can see they have all been entered the same way. Does anyone know a reason for this?

Comments

  • Acctd4Acctd4 Accredited Partner Posts: 1,021 ✭✭✭

    Check the report Filters - Likely cause will be due to filter selection.

    In the report, check Dates/date range along the top.  Also, click on the Modify Report button there & check the selections on the Filters tab 😁

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • ValVal Member Posts: 12

    Thanks Shaz,

    Selections on the filters is for all names and columns are ticked for first and last name but only 4 names out of the 25 show?

  • Acctd4Acctd4 Accredited Partner Posts: 1,021 ✭✭✭

    It'll likely be the other filtered selections rather than the (Employee) Names.  Check that ALL Super Fund Payroll Items are selected in the dropdown:

    Also, have any of the applicable Super Payroll Items been made inactive (either intentionally or in error) ?  If so, you'll need to make them active again in order for the report to pick them up.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • ValVal Member Posts: 12

    Thanks Shaz,

    All super payroll items selected still no change??

  • Acctd4Acctd4 Accredited Partner Posts: 1,021 ✭✭✭

    Did those applicable employees earn over the threshold (usually $ 450 gross per calendar month) for Super in that particular period?

    There will be a reason why they're not displaying but without seeing the file/transactions it's difficult to pinpoint. 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • ValVal Member Posts: 12

    Yes they did,

    The headings for the columns all show with details for all employees ie employee number ,date, payroll item, fund etc but the information under the column for First name and last name show for a couple of our employees but not the rest.

    What I have just noticed the names not showing have their pay allocated to jobs

  • Acctd4Acctd4 Accredited Partner Posts: 1,021 ✭✭✭

    Ah ... well that suggests the data is missing from the employees' records at those particular labels then.  Go into each one & check on the Personal Info tab that the fields highlighted below contain the applicable data:


    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • ValVal Member Posts: 12

    All this information has been entered.

    I have just gone into one of the pays and changed it so it wasn't t allocated to a job and the name now shows on the report so it must have something to do with allocating their payments to the jobs.

  • Acctd4Acctd4 Accredited Partner Posts: 1,021 ✭✭✭

    Have just run this particular report on a Client file who job costs payroll also & can confirm it - like some other reports - appears to pick up the Customer:Job names for these specific columns.  The Source Name column is the one you need to add to show the Employee names.

    FYI I never use the by Fund report - it takes too long to generate too.  I use the Super Report by Employee as this provides the necessary info totalled per Employee which is what you need for Clearing House reporting 😊 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

  • ValVal Member Posts: 12

    Thanks for all your help Shaz,


    Yes I use both reports just use both just to cross reference

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