How do I check data errors within the contribution file?

Member Matching Exceptions

The next process validates the member information, and may take a few moments depending on the size of your file. Member Matching Exceptions occur when the Portal cannot create a member record based on the information in a contribution file, or if there is a possible match with a similar existing member record. If there are no Member Matching Exceptions, you may want to skip to the 'Validation Issues' section.
Common member issues are flagged with these green icons:
Warning – for example, there is a key data change or a possible employee match.
Error – for example, there is an incorrect USI.

Member Matching Exceptions are listed, with options for dealing with them available on each row.

Correct a key data change

10. Click the arrow to the right of a key data change exception to see the details and the resolution options.

In the example below, the data in the upload differs from the data previously provided. Your options to correct the data include:

a. Use the details in the new upload by clicking the Update Existing Member button.
b. Use the details previously uploaded by selecting Use historic details, and then clicking the Ignore Changes button that becomes available.
c. Remove the comparison to the existing employee by clicking Wrong Employee. 
d. Remove the new employee entry from the upload by clicking Remove.

Continue working through each exception so your contribution file can progress towards submission.

Correct an incorrect USI

11. Click the arrow to the right of an error (eg incorrect USI) to see the details and the resolution options.

In the example below, the data in the upload contains an incorrect USI. Your options to correct the data include:

a. Indicate this is a Fund and select the correct fund details from the drop list.
b. Indicate this should be a SMSF and either select an existing SMSF or create the details using the Create SMSF button (which displays when SMSF is selected).
c. Remove the entry from the upload by clicking Remove.

Click Save to save your change and return to the list of exceptions.

Continue working through each exception, so your contribution file can progress towards submission.

Correct a possible employee match 

12. Click the arrow to the right of a possible employee match exception to see the details and the resolution options.

In the final example below, the data in the upload contains very similar information to another employee in the Portal (from a previous upload). Depending on the employee information, you can take one of the following actions:

a. Correct the employee’s information from the upload by directly typing over the information in the fields under Your uploaded data. For example, you may need to correct or adjust the Payroll No. or TFN.
b. Add a new employee to the Portal by clicking anywhere in the first row to use the information in the upload, and then clicking the Create New Employee button that displays.
c. Keep the information in the Portal and disregard the information in the upload by clicking anywhere in the second row, and then clicking the Accept button that displays.

This action may create a key data exception. See step 10.

d. Remove the entry from the upload by clicking Remove.

Validation Issues

After all the exceptions are addressed, the Portal will progress to the Validation process where the data is checked for compliance with SuperStream requirements.
If the validation fails, the Validation Issues page will display and show a count of the warnings and/or errors in the progress bar at the top of the screen.
You can submit a contribution file with warning validations.
You must resolve any errors as a file containing validation errors cannot be submitted. Errors may be corrected either in your payroll system (and a new file generated for upload) or onscreen. (Errors corrected onscreen should also be corrected in your payroll system, otherwise they will reappear in any new files that are generated.)
Information only.

Correct a Validation Issue

13. Click the arrow to the right of an issue to see the details.

In the example below, the Personal $ (contribution) amount has been set to a negative value. This can be corrected onscreen.
Hover your mouse over the field to see an explanation of the error (shown below).
After correcting a field, click another field to have the edited value revalidated. If correct, the error indicator will update to a green tick.

14. After all errors are addressed, click Next.