Export superannuation totals to CSV

[chloe22]

Hi, 

Im needing to export a CSV file with our staff Superannuation totals for the month. The Super Clearing House that we use require the following information. 

Has anyone managed to do this succesfully? Im guessing something along the lines of Identifiers and export assistant but I have quite managed to work it out. Thanks in advanced!! 

[Princess_R]

Hi @chloe22,

Thank you for your post, and welcome to the Community Forum!

I understand you're looking to export a CSV file with your staff's superannuation totals for the month. However, AccountRight doesn't offer the option to provide you with all this information at once.

You can use the Export Assistant, which is typically used for tasks like this. Export the card information, which will provide you with some information you're required to have, but this does not include the superfund USI, ABN, etc.

This Help article, Import and Export Fields has detailed information to assist with this.

Feel free to post again if you need further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

Cheers,

Princess