Contributions

Support

18 November 2020 00:13
Updated

Contributions Overview

The Contribution Manager is where ALL superannuation data that has been uploaded to ClickSuper by your organisation is accessible. This includes payment data that has been loaded but not paid (ie payments that still need to be scheduled), payment data that has been loaded and subsequently deleted and contribution response messages received from superannuation funds.

Because of the amount of data that could be displayed via the contribution manager it is important to ensure you set your filters correctly. No data will load in the contribution manager if no filters have been set (i.e at least one filter needs to be set in the contribution manager for any data to load and display).

On this page:

Contributions Filtering
- Video Guide - How to Export Contribution Reports
Contributions Search
Common Filter Options
DETAILS
TRANSACTION
MEMBER
PAYER
PAYEE
TRANSMISSION
Reporting
- Export
- Notes
- History

Filtering

Depending on the way that you access the contribution manager, filters may already be set. For example, if you have just logged in to ClickSuper and use the blue navigation menu on the left hand side of the screen to go straight to the contribution manager, no filter is set so no data will be displayed (until you set a filter):

Clients can also access the contribution manager via hyperlinks in the Dashboard, Contribution Table, Uploads and Payments pages. Using the hyperlinks on these pages will ensure that filters relating to the data that you've clicked on are already set when the contribution manager loads.

Any data that you load via the contribution manager can be exported and used as a remittance advice (proof of contribution payment).

For a written guide on exporting reports please click here: Reports Help.

Video Guide - How to Export Contribution Reports

A full video guide can be watched below if preferred:

Contributions Search

The below screenshot highlights how clients can filter using the Contributions menu. DETAILS, TRANSACTION, MEMBER, PAYER, PAYEE and TRANSMISSION are all tabs which can be clicked on to view different information relating to a payment row.

In order to filter, clients need to click the little arrow button to the right of a column and specify the filter to be used.

Common Filter Options

The following filter options are common in all the tabs:

Starts with- Search results start with the search criteria entered in the field below.
Ends with- Search results end with the search criteria entered in the field below.
Contains- Search results include the search criteria entered in the field below.
From- Start date of the date range.
To- End date of the date range.

DETAILS

The Details tab enables you to search for details of the superannuation contribution payments.

The fields in this tab are described in the following table:

Filter	Description
Click to open the filter options. To sort the search results in ascending or descending order, click anywhere on the filter name in the top row.
TYPE	The type of the superannuation contribution. The filter options are: Is equal to- Shows search results with values similar to the option selected from the second drop-down list. Contribution- Superannuation contribution payment. Registration- Superannuation contribution payment which has been paid into the default fund for the new employees. Cont + Reg- Both the superannuation contribution payment and superannuation contribution payment paid into the default fund for the new employees. This is a combination of the Contribution and Registration options. Registration Outcome- Response from superfund about the registration of the new employees or the default fund member updates. Contribution Error- Superannuation contribution payment rejected or processed with errors by superfunds. Cont + Reg Response- Superannuation contribution payment and registration response from superfund about the registration of new employees.
Note: For more information on the filter options in the fields below, go to Common Filter Options.
MEMBER	The employee for whom the superannuation contribution was paid.
PERIOD FROM	All superannuation contributions which were paid starting from the date selected.
PERIOD TO	All member contributions till the date selected.
PRODUCT ID	Product ID of the superfund.
AMOUNT	Amount of superfund paid.

TRANSACTION

The Transaction tab enables you to view the transaction details of the superannuation contributions when these are sent to the superfund through ClickSuper.

The fields in this tab are described in the following table:

Filter	Description
Click to open the filter options. To sort the search results in ascending or descending order, click anywhere on the filter name in the top row.
TYPE	The type of the superannuation contribution. For more information on the filter options, go to the Details tab.
MEMBER	The employee for whom the superannuation contribution was paid. For more information on the filter options, go to Common Filter Options.
STATUS	Status of the superfund transaction. The filter options are: Is equal to- The superfund transactions with the same status as selected from the drop-down list below. Is not equal to- The superfund transactions which do not have the same status as selected from the drop-down list below.
Note: For more information on the filter options in the fields below, go to Common Filter Options.
CONVERSATION ID	The Superstream ID that a superfund uses to locate a remittance advice for a particular contribution payment. For more information on the filter options, go to Common Filter Options.
DATE	The date on which a transaction was done. You can select a date range so that all the records within that range are displayed. For more information on the filter options, go to Common Filter Options.

MEMBER

The Member tab enables you to view the details of employees for whom the superannuation contributions were paid.

The fields in this tab are described in the following table:

Filter	Description
Click to open the filter options. To sort the search results in ascending or descending order, click anywhere on the filter name in the top row.
TYPE	The type of the superannuation contribution. For more information on the filter options, go to the Details tab.
Note: For more information on the filter options in the fields below, go to Common Filter Options.
FIRST NAME	The first name of the employee for whom the superannuation contribution was paid.
LAST NAME	The last name of the employee for whom the superannuation contribution was paid.
DOB	The date of birth of the employee for whom the superannuation contribution was paid. You can select a date range so that the records within that range are displayed.
TFN	The Tax File Number of an employee.
MEMBER ID	The superfund member ID.

PAYER

This Payer tab enables you to view details of the payer who has paid the superfund contribution for the employees.

The fields in this tab are described in the following table:

Filter	Description
Click to open the filter options. To sort the search results in ascending or descending order, click anywhere on the filter name in the top row.
TYPE	The type of the superannuation contribution. For more information on the filter options, go to the Details tab.
Note: For more information on the filter options in the fields below, go to Common Filter Options.
MEMBER	The employee for whom the superannuation contribution was paid.
PAYER ABN	The ABN of the employer who paid the superannuation contribution for the employee.
PAYER NAME	Name of the employer who paid the superannuation contribution for the employee.
UPLOAD NAME	Name of the file uploaded for paying the superannuation contribution.
PAYER REF	The description for the superannuation payment which is displayed in the employer’s bank account representing the debit of the overall superannuation payable for employees within that period.

PAYEE

This Payee tab enables you to view details of superfund to which the employees’ superannuation contributions were paid.

The fields in this tab are described in the following table:

Filter	Description
Click to open the filter options. To sort the search results in ascending or descending order, click anywhere on the filter name in the top row.
TYPE	The type of the superannuation contribution. For more information on the filter options, go to the Details tab.
Note: For more information on the filter options in the fields below, go to Common Filter Options.
MEMBER	The employee for whom the superannuation contribution was paid.
PAYEE ABN	The ABN of the superfund to which the superannuation contribution of the employee was paid.
PAYEE NAME	The name of the superfund to which the superannuation contribution of the employee was paid.
PRODUCT / ESA	The superfund product to which the superannuation contribution was paid or the electronic service address (ESA) if superfund paid to was a SMSF.
PAYEE REF	The description for the superannuation payment which is displayed in the superfund’s bank account.

TRANSMISSION

The Transmission tab enables you to view details of the messages sent to or received from the superfunds.

The fields in this tab are described in the following table:

Filter	Description
Click to open the filter options. To sort the search results in ascending or descending order, click anywhere on the filter name in the top row.
TYPE	The type of the superannuation contribution. For more information on the filter options, go to the Details tab.
MEMBER	The employee for whom the superannuation contribution was paid. For more information on the filter options, go to Common Filter Options.
DIRECTION	The direction in terms of whether the superstream messages were sent or received. The filter options are: Is equal to- The messages going in the same direction as selected from the drop-down list below. Is not equal to- The messages going in the direction opposite to the one selected from the drop-down list below. In- Superstream messages received from a superfund. Out- Superstream messages sent out from ClickSuper.
MARKET	The date and time when superstream messages were received or sent to the market.
GATEWAY	The date and time when superstream messages were received or sent to the gateway.
CLICKSUPER	The date and time when the superannuation file was uploaded to ClickSuper.

Reporting

You can use the contributions manager to run reports and generate remittance advices (proof of contribution payment). The range of data in your report will be based on the filters that you set within any/all of the tabs within the contributions manager (Details, Transaction, Member, Payer, Payee).

The report will be generated in CSV (Excel) format in the standardised SAFF (SuperStream Alternate File Format) layout.

Export

Once you have set all of the applicable filters and the payment data rows are listed on the screen in the contribution manager, generate your report by clicking on the Export button (1) located in the action menu at the bottom of the page in black.

Note that ALL rows that have not been excluded via filtration will be exported.

Notes

The Notes functionality for contributions are an optional feature which your organisation may choose to use to track any

updates / information related to specific contributions.

To add a Note to a contribution, simply bring up the contribution row in the Contributions page using the available filters, select the row

so that it's highlighted blue (1), then click of the Notes button (2) located on the action menu at the bottom of the screen in black.

Add any details in the Note (1) section before clicking on the tick icon (2) to save. You will then need to click on the 'x' at the top right of the

dialog box to return to the contributions page.

Note that you cannot delete notes once they have been created.

History

Area description

The contributions History functionality allows users to view the entire history of a contributions Status transitions.

To view the audit of a contribution, simply select the contribution row within the Contributions page by clicking on any part of the row (1),

then click on the Audit button (2), located in the action menu at the bottom of the page in black.

The contribution history will now appear, displaying the transitions of the contribution from one status (Old Status) to another (New Status), as well as the dates and times of the transitions and, if applicable, the User responsible for each of the transitions.

Tips

You need to set at least 1 filter before the system will load any information.
Need a remittance advice for evidence of payment of contributions? You can export all contribution information from this page.

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