Super USI Update

Jocelyn
Jocelyn Member Posts: 33 ✭
in Reckon Accounts (Desktop)

In February our company's default super fund 'Sunsuper' merged with another one to create a new one (Australian Retirement Trust). After the 1st of July a new USI & ABN will be issued for the new fund. What do I have to do in Reckon to change this USI and ABN? I have over 60 employees who use this super fund. Do I have to change everyone's USI in their employee record? I know I can change the ABN in the Superfund name in Suppliers. Thanks

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  • Acctd4
    Acctd4 Accredited Partner Posts: 2,256 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert

    Hi Jocelyn

    Unfortunately, there's no ability to bulk edit so it will require updating per individual employee record 😖 This is particularly essential if you export & upload your super data (eg via a Super Data Export SAFF file) as the file will not upload successfully if the USI is incorrect.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015) * ICB-Certified Bookkeeper * Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

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  • Jocelyn
    Jocelyn Member Posts: 33 ✭

    Thank you. That is what I was thinking was going to happen.

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