I've read through the attached configuration notes to set up Reckon Accounts for Payday Super from 1 July 2026 and require some guidance to ensure I set it up correctly.
https://help.reckon.com/article/53cychi8vj-kba-5217-configuring-reckon-accounts-business-and-hosted-for-super-stream
At the moment:
- We have our Super Clearing House set up as a supplier (we use CBUS Clearing House) and each employee’s super fund set up as Payroll Items (e.g. Hostplus, CBUS, Australian Super etc). We also have a Payroll Item set up for Salary Sacrifice.
- For each Payroll Item related to Super, the 'Name of the Agency to which the liability is paid' field is 'CBUS Clearing House'.
- In each Employee record under Super Details, the 'Item Name' field contains the Super Payroll Item/s allocated to that employee i.e. Hostplus or CBUS or Australian Super, salary sacrifice etc.
After reading the instructions:
- Am I now required to set up each Superannuation Fund that my employees use as a Supplier in addition to already being set up as a payroll item?
- In the Employee Record - Super Details pop up screen, what do I select under Item Name? Is this still the employee's super fund Payroll Item that I have already set up?
- In the 'Name of the Agency to which the liability is paid' field for each Super Payroll Item do I select 'CBUS Clearing House' or should this be the new Super supplier records I have set up?
