You need to set up a Super Export template for each fund to which you want to send superannuation details in a customised format. You can then use the template to produce an export file of all relevant information. As the template should contain only information that is required by the fund, you should contact the fund to get their specifications.
Templates are stored as .SXT files in the TEMPLATE\SUPER folder, under the Attaché program folder. This makes them available to all Attaché companies which use those program files.
You can also include additional columns in Super Export templates for information that is not stored in Attaché Payroll but is required by the super fund or institution (see step 6 below).
To create a Super Export template
Choose Period End, Payroll, Superannuation Export, Super Template Maintenance.
Enter a name and description for this template in the Template Name and Template Description fields.
Complete the remaining fields using the information provided by the fund, noting the following:
the Include field namesinthefirst row? field is usually set to Yes for delimited files
setting Trim fields to Yes deletes any superfluous spaces before the field delimiter
a Qualifier is the character that appears at the beginning and end of every field.
Press PageDown to the Select Details screens.
Note: The fields available for a template and their position, column heading, and length are listed here: Super Export templates - available fields.pdf.
In the Select Details screens:
Select the fields to be included in the export file.
Choose the order in which each field will appear.
If you chose to include field names, set the name that will appear as the column (field) heading.
For fixed-length fields, set the length of each field.
If the superannuation fund requires additional columns in the export file (for data not stored in Attaché Payroll), Page Down to the last Select Details screen and follow these steps to insert a column:
Set the Include checkbox to Yes for Constant_01.
Specify the position of the column by typing a number in the Order field. For example, if the superannuation fund specifies that a particular column should appear third in the file, type 3 in the Order field.
In the Column Heading field type an appropriate heading.
Either leave the Constant Value field blank (this creates a blank column in the export file) or enter fixed data that will be entered in every field in the column.
For fixed-length files, set the field length for the column.
Repeat the above step for each additional column required.
Choose Accept (F9) to save the template.
Select Test Excel (F11) or Test Notepad (F12) to open a test file of the template in Excel or Notepad. Review the test file and make corrections if required.