Superannuation Balance

This widget displays the balance of the superannuation account of one of your employees.

Calculation

No calculation is done: the superannuation account's balance is directly pulled from Xero.

Settings

The employee can be selected by clicking the drop-down list on the top of the widget.

The Superannuation Accruals report can be used: Reports > All reports > Superannuation Accruals.

Select to filter by Individual, and then select the same employee as the one that has been selected on the widget.

Noticeable differences with the Impac! widget

In Impac!, the current balance of the superannuation account is going to be displayed, whereas the Xero report shows the detail of the transactions that occurred. Consequently, the best way to make sure that all the transactions are taken into account, select a wide date range in the Xero report.