SETTING UP SUPERANNUATION DETAILS FOR NEW EMPLOYEE AND ASKING FOR FINANCIAL DETAILS

JEN
JEN Member Posts: 47 Reckoner Reckoner
in Reckon Payroll

Hi Team,

I am in the process of setting up a new employee in Reckon Payroll, and when I am filling in the details for their superannuation fund, I am prompted to fill in Financial Institution Details.

None of our other superannuation funds previously set up have these details, and unless I put in the details requested, this page wouldn't save and close.

I had to create a dummy Bank name, bsb and bank account number so I could close this section of the employee set up profile.

What could be the issue here?

Thanks.

Comments

  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 368 Reckon Staff

    Dear @JEN ,

    This is a recent change for SuperStream and ABA payment compatibility.

    All new Superannuation Funds require financial institution details so that payments towards the Super Fund can be handled via ABA payment or through the SuperStream service.

    Kind regards,

    Alexis McKeown

    Reckon Senior Technical Support

  • JEN
    JEN Member Posts: 47 Reckoner Reckoner
    https://community.reckon.com/discussion/comment/20650079#Comment_20650079

    Hi Alexis,

    Thanks for the quick reply.

    We don't use the Superstream service or ABA payment to pay our Superannuation, so I shall just leave the dummy details I entered.

    Regards,

    Jen

  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 368 Reckon Staff

    Dear JEN,

    That would be advisable.

    If you need to change it, the fields do not lock up, and should only appear on a few minor reports.

    If there's anything else I can help you with, please let me know. 🙂

    Kind regards,

    Alexis McKeown

    Reckon Senior Technical Support

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