Process automated super payments

To process automated super payments you need to submit a payment batch for the nominated authoriser to approve. When you submit the batch for approval, the authoriser will receive an SMS.

Before you start

Create a new payment batch

  1. In the Payroll menu, select Superannuation.
  2. Click Add Super Payment.
  3. From the payment details page, choose the lines to pay from the list of posted pay runs.

    You can filter this list by employee, super fund, employee group or payment due date by clicking on the column headings.

  4. Once you've selected your accruals for inclusion in this batch, click Submit for Approval.

You will be redirected to the superannuation home screen where the batch will appear as 'Pending authorisation'.

Your nominated authoriser will receive a text from Xero with the authorisation code, which is valid for 24 hours. We'll also send an email letting them know we sent an SMS.

Authorise a payment batch

If you've received an SMS with a code to approve a super payment batch:

  1. In the Payroll menu, select Superannuation.
  2. Click on the batch which shows as 'Pending Approval'.
  3. Review the list of payments included in the batch.
    • If you notice anything amiss, you can delete the payment.
    • If everything looks good, click Approve & Submit, then enter the authorisation code you received in the SMS.

Once you've authorised the payment batch, it will appear as 'Approved, pending processing'.

The payment details are then sent off to our third party superannuation clearing house. They will direct debit the authorised bank account the total amount payable from your batch and distribute to your employees' super funds. Once accepted, the status will change to 'Processed'.

Reconcile super payments

After you've made your super payments, you will have spent items showing on your bank statement. Rather than reconciling to a bill, allocate the payments directly to your payables account, which will reduce the balance outstanding.

  1. Go to the Dashboard.
  2. Find the bank account your super payments went out of and click Reconcile Items.
  3. Find the statement line for your super payment.
  4. On the Create tab on the right hand side:
    • In the Who field, enter the name of the super fund.

    • From the What dropdown, select your superannuation payable account.

    • In the Why field, add a description.

      Image showing entering superannuation information on the create tab on the bank reconcilliation screen

  5. Click OK to reconcile.

A super accrual amount is included within your payroll bill, allocated to your super payables account.