XBert - notification if Auto Super Batch not authorised prior to due date | Voters

XBert - notification if Auto Super Batch not authorised prior to due date

Cassandra Scott

Can we look to get an alert that flags if an auto super batch is not approved prior to the reporting due date. Saves us having to go back into individual client files to check.

January 24, 2024

Jack Colvin

Cassandra Scott Testing the prompt "Are there any superannuation contributions that are due but not yet authorised" then set to create task with frequency set to quarterly. Just need Aaron Wittman to be able to adjust milestone around due date. Alternatively leave as a data alert on all the time

Nicole Lynch

Due date being 10 days before deadline for clearing houses?