COINS OA Enhancement: AUS PR Superannuation Funds

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Alexina Hodge
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Document Ref: OA_CE-PR046 (PDR 23305) Date: Sep-25-2014 Document Version: 1.0 Modules Affected: Australian Payroll, Purchase Ledger Earliest available version of COINS: COINS OA v11.

1 Document Ref: OA_CE-PR046 (PDR 23305) Date: Sep Document Version: 1.0 Modules Affected: Australian Payroll, Purchase Ledger Earliest available version of COINS: COINS OA v11.02 Documentation Updated: This document may contain information that is not incorporated into the documentation, such as procedures and sample reports, so you may want to keep a copy for future use. An archive of CE documents is available on the COINS web site Client Area. Construction Industry Solutions 6 Airport Park Blvd. Latham, NY Construction Industry Solutions

2 Contents 1 Overview Screen and Processing Changes HR Lookup Codes Superannuation Data File Definition Menu Option File Definition Screens Employee Maintenance General Tab Other Tab Employee Pay Calculations Superannuation Data File Output Superannuation Data Extracts... 9 Construction Industry Solutions, Sep Page 2 of 9

1 Overview The Australian Taxation Office (ATO) is in the process of making it mandatory for payroll software to send an electronic file to the Superfunds.

3 1 Overview The Australian Taxation Office (ATO) is in the process of making it mandatory for payroll software to send an electronic file to the Superfunds. This file must contain the Superannuation payments that employers need to pay periodically to employee Superfund accounts. The enhancements described in this document have been made for COINS OA Australian Payroll to prepare for the handling of Superfunds. 2 Screen and Processing Changes 2.1 HR Lookup Codes A new Superannuation Funds option is available on the HR Lookup Codes screen in Payroll > Global Setup > Lookup Codes, as shown Figure 1. This option allows you to set up codes for Superfunds. Figure 1: HR Lookup Codes Superannuation Funds Construction Industry Solutions, Sep Page 3 of 9

Field Definitions (Selected Fields) Code The Superfund code, such as AusSuper. Description The Superfund description, such as Australian Superfund.

4 Field Definitions (Selected Fields) Code The Superfund code, such as AusSuper. Description The Superfund description, such as Australian Superfund. Form Name The form to be used for extracting employee Superfund data. File Name The default file name to be used for the extracted data. 2.2 Superannuation Data File Definition Menu Option A Superannuation Data File Definition function is now available on the AUS Payroll > Global Setup > AUS Specifics menu, as shown in Figure 2. This option allows you to set up the file definition(s) required for the Superfund. Figure 2: Superannuation Data File Definition Menu Option Construction Industry Solutions, Sep Page 4 of 9

Figure 3: Superannuation Data File Definition Screen When you click the Document hyperlink on

5 2.2.2 File Definition Screens When you select the Superannuation Data File Definition menu option, the screen shown in Figure 3 appears. Figure 3: Superannuation Data File Definition Screen When you click the Document hyperlink on this screen, you are taken to the Update screen, as shown in Figure 4. Figure 4: Update Screen Construction Industry Solutions, Sep Page 5 of 9

6 Field Definitions Live Whether the document is available to be selected. Unticking this allows you to design documents without users being able to use them. File Type The style of layout of the file. Separator The ASCII code of the field separator. Delimiter The ASCII code of the field delimiter. End of Line List of ASCII codes for characters at the end of line. For example, 10,13 is line feed plus carriage return. End of File List of ASCII character codes for the end of file. Header Form The name of the form to use for the header lines of the output file. Body Form The name of the form to use for the repeating body lines of the output file. Footer Form The name of the form to use for the footer of the output file. 2.5 Employee Maintenance Employee spouse details have been expanded in AUS Payroll > Employee Maintenance as detailed below General Tab The following fields have been added to the General tab of Employee Maintenance, as shown in Figure 5: Spouse First Name, Spouse Middle Name, Spouse Last Name, and Suffix. Construction Industry Solutions, Sep Page 6 of 9

Figure 5: Employee General Tab 2.5.2 Other Tab A Spouse Address box has been added to the Other tab in Employee Maintenance, as shown in Figure 6.

7 Figure 5: Employee General Tab Other Tab A Spouse Address box has been added to the Other tab in Employee Maintenance, as shown in Figure 6. It includes the following fields: Address, City, County or State, Postcode, and Country. Figure 6: Employee Other Tab 2.6 Employee Pay Calculations A Fund Id column is now available on the AUS Payroll > Employee Maintenance > Pay Calculations tab, as shown in Figure 7. This column identifies the Superfund associated with the pay calculation. Figure 7: PR Pay Calculations Fund Id Field Construction Industry Solutions, Sep Page 7 of 9

2.7 Superannuation Data File Output A Superannuation Data File Output function has been added to Purchase Ledger > Payments > Supplier Payments Extracts, as shown in Figure 8.

8 2.7 Superannuation Data File Output A Superannuation Data File Output function has been added to Purchase Ledger > Payments > Supplier Payments Extracts, as shown in Figure 8. This function generates the Superannuation Data File that is sent as an electronic file to the Superfunds. You can access the generated file in System > My Files. Figure 8: Superannuation Data File Output Screen Field Definitions SuperFund Select the SuperFund data to be generated. Contrib Start/End Date The start and end dates of the contributions. Batch Type The batch type, such as P/L Manual Payment or P/L Cheque. Batch The range of batch numbers to generate. Payment Reference The range of payment references to generate. Payment Date The range of payment dates to generate. ReExtract Whether to extract previously generated data. Construction Industry Solutions, Sep Page 8 of 9

2.8 Superannuation Data Extracts A Superannuation Data Extracts browser function has been added to Purchase Ledger > Payments > Supplier Payments Extracts, as shown in Figure 9.

9 2.8 Superannuation Data Extracts A Superannuation Data Extracts browser function has been added to Purchase Ledger > Payments > Supplier Payments Extracts, as shown in Figure 9. This browser shows the details of information stored when a superannuation extract is done. Figure 9: Superannuation Data Extracts Browser Screen Construction Industry Solutions, Sep Page 9 of 9

COINS OA Enhancement: PT Project Specific Parameters

COINS OA Enhancement: PT Project Specific Parameters Document Ref: OA_CE-PM004 (PDR 23065) Date: Oct-17-2013 Document Version: 0.1 Modules Affected: Project Management Earliest available version of COINS: COINS OA v10.28 Documentation Updated: This document