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Changes to Xero Super Fund Details


View the MLC fact sheet here

As some of you may be aware, a few of our clients on Xero have recently had their super batches fail. The reason for this is that on July 22, 2017 MLC have changed the USI and Fund name on many of their products. A full list of transitioning funds is attached. To see which employees this affects you can run a Superannuation Accruals Report which is under the Reports tab>Payroll.

Once the affected employees have been identified, you will need to do the following:

  1. Add the new Super Fund under the Settings tab>Payroll Settings>Superannuation>Add Superannuation Fund
  2. Go to each affected employee under the Payroll Tab>Employees>select the employee>Employment>then click on the existing superfund and then select the new fund from the drop down menu so that it replaces the new fund over the top of the old fund>OK>Save.

  3. Once this is done for all affected employees, you will be able to redo the super batch for payment. 



There is also an update to the Super stream system that needs to be done by August 28 for all those clients that have Auto super set up in Xero. This update will make it easier to manage, track and pay super contributions. To do this update:

  1. Payroll Tab>Superannuation>Update Registration>Get Started>

  2. Ensure all details are correct on each section, then you will need to view each PDF and then tick the box to accept the terms and conditions.

  3. Register. The authorised person will then receive an email to certify that registration is complete.


Xero Tip 13/06/2017

Did you know you can copy one or more invoices to a new invoice?

  1. In the Accounts menu, select Sales.
  2. Under Invoices, click the status panel of the invoice(s) you want. You can't copy from the list of all invoices.
  3. Select the checkbox of the invoice(s) you want then:

·         If reminders are off, click Copy to.


·         If reminders are on, click More, then select Copy to.

  1. Select Invoice and enter the name of the contact you're creating it for.
  2. Click Copy or Copy & merge.
  3. Review the invoice and update the details if needed.
  4. Save the invoice or send it to the customer.

Xero Tip 31/05/2017

Did you know you can send automatic invoice reminders to your customers?


Before you start

 For invoice reminders to work, you'll need:  The Adviser or Standard user role

 A current email address in your Xero contacts for each customer you want to receive reminders

 To mark as sent, any invoices you want reminders for

Turn on your invoice reminders

  1. In the Accounts menu, select Sales.
  2. Click the Awaiting Payment panel.
  3. By the clock icon , click Invoice reminders off.
  4. Select the Email customers when an invoice is checkbox.

     If you save now, Xero's default reminders will be sent for all invoices you've marked as sent.
  5. (Optional) Edit or delete the default reminders, or add your own.
  6. (Optional) Select the Include a link to the invoice PDF checkbox to include PDF invoice links in all reminders.
  7. (Optional) Select the Don't send reminders for amounts owing on an invoice under checkbox, then enter an amount.

     If you choose to include PDF links or not, send reminders for smaller amounts, your settings are applied to all reminders.
  8. Click Save. The clock icon shows that reminders are on for your organisation. They'll be sent for all invoices that are marked as sent.