Funds

Making superannuation fund details available in the system is a two step process.

First, you must add the superannuation funds your business works with. To do that, select the Business entry from the side menu and Edit your business:

Select the Superannuation tab page, click Add super fund and add your superannuation fund to the list, then click Save when done:

If you are planning to use our Beam integration to process your employees' super contributions, please make sure your APRA-regulated funds have their USI. Beam requires the USI in order to process contributions successfully.

All the active superannuation funds will then be available for selection at the payee level.

To set up a payee's superannuation fund, start by selecting Payees from the side menu and Edit the required employee record:

Then go to the Superannuation tab page, select the payee's superannuation fund from the list and click Save when done: