Reporting

https://help.myob.com/wiki/x/qYGO

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You can use the Notifications feature to check for issues with contributions that have been uploaded and submitted (for example, rejected or dishonoured payments by funds or banks). If the bell icon on the Dashboard page shows that there are notifications, click it and then click Show All Notifications to create a report that lists all the notifications received.

What's the difference between Member and Contribution notifications?

A member notification might appear if a super fund wasn't able to process part or all of the employee's personal information that was submitted to them. This is usually because the super fund doesn't accept any member information updates. You don't need to worry about member notification issues that appear in the portal.

A contribution notification might appear if there were issues with the payments submitted to the funds. You need to check each of these notifications. You might need to contact the super fund to resolve the issues found.

Contribution reporting

You can search for contributions or other details that have been submitted to funds (collectively known as messages) using the reporting feature of the super portal.

Click the navigation button and select Reports.
Use the report filters and grouping options to customise what is reported (see below for a description of all the options).
Click Search.
When the report has displayed, click the boxes in the No. of Member Events or No. of Contributions columns to see the detail behind the member or contribution results.

Filters

Fill in any fields that you want to filter your report by.

Select this filter...	if you want to view...
Date Filters	results for a date range.
Message Type	only contribution or member (employee) details.
Feedback Severity	results that have warnings or errors.
Employer	results for a selected employer. This is only relevant if more than one employer is associated to your super portal login.
Fund Name	results for a selected APRA-regulated fund.
SMSF Name	results for a selected self managed super fund.
Conversation Id	* This filter is not used in MYOB's super portal.
Employee Status	* This filter is not used in MYOB's super portal.
Employment Type	* This filter is not used in MYOB's super portal.
Location Id	* This filter is not used in MYOB's super portal.
Benefit Category	* This filter is not used in MYOB's super portal.
Fund Employer No.	results for an employer number specified by a particular fund.
Member No.	employees whose super fund member number contains the text you enter in this field.
Member Surname	employees whose surname contains the text you enter in this field.
Member Firstname	employees whose first name contains the text you enter in this field.
Date of Birth	employees who have a specific birth date.
Payroll No.	* This filter is not used in MYOB's super portal.
Payment Ref. No.	batch payments with a payment reference number that contains the text you enter in this field. This is the number that appears on your bank statement.
Individual Amount	contributions that are for the amount you enter in this field. The filter will look for super guarantee, personal contributions, salary sacrifice and productivity award contributions.
Batch Amount	batch payments that have a total amount equal to the value you enter in this field.

Grouping options

To help you analyse the results, you can choose to group them using the following options:

Select this option	to group results by...
Date Initiated	The date the contributions were processed.
Payment Ref. No.	The number that appears on your bank statement
Feedback Severity	records that have errors, warnings, or more information.
Message Type	contributions or members.
Employer	employers set up in the portal.
Fund Name	superannuation fund name
Employee Status	* This grouping option is not used in MYOB's super portal.
Location Id	* This grouping option is not used in MYOB's super portal.
Benefit Category	* This grouping option is not used in MYOB's super portal.
Member No.	employee super fund member numbers.

If you will perform this report frequently, you can save the set of filters after making your selections. Click Save As New Filter, give the set of filters a name and click Save. You can then access the saved filters from the Saved Filters section on the left panel.

Payment reporting

You can check the status of contribution payments that have been actioned through the super portal. For example, you might want to see if all payments were completed, or if any payments have failed or were rejected.

Click the navigation button and select Payments.
Use the report filters to customise what is reported (see below for a description of all the options).
Click Search.
All payments that match your report filter appear. You can now:

- click the expand icon in the Batch No. column to see the payments made to each fund in a batch.
- hover your mouse over the icons in the Status column to see how the payments went.
- click the grid icon in the Actions column to see the fund payment details and breakdown.

Filters

Fill in any fields that you want to filter your report by.

Select this filter...	if you want to view...
Date Filters	results for a date range.
Employer	results for a selected employer. This is only relevant if more than one employer is associated to your super portal login.
Payment Ref. No.	batch payments with a payment reference number that contains the text you enter in this field. This is the number that appears on your bank statement. You can track down a payment by contacting your super fund and providing them with the Payment Ref. No.
Batch Amount	batch payments that have a total amount equal to the value you enter in this field.
Status	payments of a particular status, for example, failed payments. Here’s what each status means, and what actions you can take: Employer Payment Processing: We’ve withdrawn your payment but it hasn’t been cleared by your bank yet. Employer Payment Completed: Your payment has been passed on to the funds for processing. Employer Payment Cancelled: Your payment request was cancelled by your bank or because you requested MYOB to stop it. No money was withdrawn from your bank account. Employer Payment Failed: There was a problem with the payment. No money was withdrawn from your bank account. This might be due to insufficient funds in your account. You need to resubmit your payment. Fund Payment Processing: Funds have received your payment and are processing it. Fund Payment Completed: Your payment was successfully processed by the funds. Fund Payment Cancelled: The payment was stopped or cancelled. You’ll need to contact the funds to find out why. Fund Payment Failed: There was an issue with the payment. You’ll need to contact the MYOB to find out what went wrong. System Error: Something went wrong. Please contact MYOB to find out more about the issue. These status are listed in the Status field, but are not used in MYOB’s super portal: Employer Payment Underpaid, Employer Payment Overpaid, Employer Payment Expired, Employer Payment Delayed.
Payment Types	* This filter is not used in MYOB's super portal.

Related topics

Work with previously uploaded files

Child pages

Filters

Grouping options

Filters

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?