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Order for a Xero Set up Church form - 2023

  • Before you begin this form.

    “Why does Benkorp ask for this information?”
    This is an Order from your church for Benkorp to setup the Xero Accounting system
    THIS INFORMATION IS STRICTLY CONFIDENTIAL
    This form may take a while to complete. Please make sure that you are prepared with details of all financials, properties and accounts.
    * Please ensure that you have read and understood the service descriptions prior to starting this form.
  • Your Contact Details

    When there are complications in the Chart of Accounts, Tracking Categories and Opening balances, we will review and discuss with you - examples, CoA very many accounts, >100 jobs. Additional fees may apply. If this is necessary we will obtain your agreement before we begin.
  • Full details of “Setup an employee” includes: - all their details and payroll See notes on information page “payroll set-up service
    More Information about Payroll
  • Please contact us for special price if over 10 employees, (Price Excludes GST)
    * Employees without Benefits
    Price: $ 75.00 Quantity:
  • WeeklyFortnightlyMonthly
  • Please contact us for special price if over 10 employees, (Price Excludes GST)
    Price: $ 150.00 Quantity:
  • WeeklyFortnightlyMonthly
  • Please contact us for special price if over 10 employees, (Price Excludes GST)
    Price: $ 75.00 Quantity:
  • WeeklyFortnightlyMonthly
  • Training

  • Special training price $450 for 3 hours and any additional hours for set up also $150 per hour (regular fee $165) Prices exclude GST
  • Maximum of 3 people can attend these sessions Training can be split into a minimum of 2 hour sessions Additional training can be purchased after the initial training.
  • Important Information Required.

  • DD slash MM slash YYYY
    This date can be backdated or future dated according to your individual circumstance.
  • BEFORE YOU CONTINUE: PLEASE READ THIS CAREFULLY

    For us to complete your order you need to follow this process carefully. - list every item in each category or section, and - ensure that all details are complete,
    This will make it easy for us all to work together for the prompt setup of your new accounting system
  • A. Bank and ‘bank type’ accounts:

    Be sure to include all and every operating bank accounts, eg main account, staff benefit MEA, NCB accounts, organisation owned credit cards, trust, deposit, investment accounts, eg short and long term deposits, fixed term, bequest accounts, special/designated purpose, *When accounts are missed, then your opening balances will be wrong and will require additional work to correct
  • This is for ALL accounts under/using your ABN. NUMBERS ONLY please. No dashes, no spaces, no alphas.
    Example:
    CBA Main account 000111 1234567
    CBA Special saver 000111 321321
    CBA Online deposits 000111 456456
    WBC MEA minister#1 333222 876356
    ATrust Term deposit 111222 237898
    ATrust Fixed Deposit 111222 919278
    Bank brand nameCommon Account Name (eg, Main Acc)BSBAccount Number 
  • This is for ALL accounts under/using your ABN. NUMBERS ONLY please. No dashes, no spaces, no alphas.
    Card brand nameCommon Account Name (eg, Staff name on CC) 
  • NOTE:

    The following details in B C D E, provides the information to setup the Tracking Categories in the Xero system.
  • B. Properties

    Be sure to list all and every, property, building or sub-part that your church uses to budget, maintain, spend and/or receive money on, and would like to track for management purposes Church sanctuary, hall or halls or sub-divided hall, every minister’s accommodation owned or leased, other buildings, Op Shops, Pre-Schools, any form of commercial property owned or leased. *If any property is covered by another ABN please don't include it.
  • Property nameStreet Address 
  • C. Ministries, Events, Activities, Grants & Projects

    We recommend to list all and every, ministry and activity known or expected to be active from now onwards Examples: Pastoral ministry (including at least the minister/pastor), Children/kids, Youth, Women's, Mens, Bible Study groups, camps (where income and/or expense is part of the church finances), care & counselling groups, NDIS programs or individual clients being tracked. These will be in Tracking and simplify the chart of accounts and your financial reporting.
  • E. Other operations of, or related to the church covered by the organisation's ABN

    eg any DGR, trading or business-like activity Be sure to list all and every such operation, eg Op Shop, Book Shop, Book Stall, special ministry such as ‘street/youth ministry, building fund, national trust development and such *When operations or activities are missed, then your system will be setup wrongly, especially for compliance purposes (ATO, insurance, government requirements) and management reporting, and will require additional work to correct.
  • $ 0.00
  • Thank you very much for providing us with this information. Your order will be confirmed with an email.

  • Price: $ 0.00 Quantity:
  • This field is for validation purposes and should be left unchanged.
Save and Continue Later

XERO ACCOUNTING SYSTEM SUBSCRIPTION

The subscription amount is based on the number of employees paid in a month through your church’s payroll on Xero

Note: When you are not using Xero Payroll the number is 0.

Note: The Xero Subscription fee may vary over time, with appropriate notice given. 

See this link for Xero pricing https://www.xero.com/au/pricing/

Xero subscriptions are payable monthly in advance, and will be billed by Benkorp to your Church.

Payroll employees

Monthly Subs $ (excl GST)

1

$24.55

2

$49.09

3-5

$60.90

Basic Xero Set Up

  • use the Church Standard Chart of Accounts
  • basic Tracking Category set up for separate reporting, such as departments, ministries, properties, activities, events, missions
  • assistance to set up automatic bank feeds (or export-import for non-compliant banks)

 

BasicPLUS Xero Setup

 

  • use the Church Standard Chart of Accounts
  • basic Tracking Category set up for separate reporting, such as departments, ministries, properties, activities, events, missions
  • assistance to set up automatic bank feeds (or export-import for non-compliant banks)
  • opening balances entered, mapped from your previous chart of accounts
  • customise a Basic Sales Invoice format

 

 

 

 

 

Migrate Exisiting MYOB Datafile to Xero

  • migrate up to the past 2 years transactions from 1 x MYOB to Xero (depends on last “rollover” date)
  • make necessary adjustments to complete Xero Setup
  • See notes here for more details: Migrate from MYOB to Xero

Note: A datafile Migration may not be the best approach for all churches with existing MYOB datafiles. This will be determined in discussion with Benkorp on a case-by-case basis:

Convert Existing Xero Datafile to the Standard

  • convert your current church Xero system to the Church Standard Chart of Accounts
  • includes conversation with your liaison person to confirm mapping (max 45 mins)
  • make adjustments to existing accounts eg Journals if required
  • review and correct Advanced and Organisation Settings as necessary

 

 

 

Payroll Setup Services

There are special services for Payroll setup
This is for a church who prepares the payroll locally. 2 services available:

1. Payroll Basic setup includes:
The basic payroll facility and settings, includes payroll categories, calendar/s, super funds
Fee for Payroll Basic setup $200 (excl GST)

2. Payroll Full setup includes:
*using the Benkorp payroll information forms

Detailed payroll setup of individual employees, within the Basic setup settings, includes:
– basic employee details
– wages, deductions, leave, benefits
– superannuation
– payroll special benefits, such as salary sacrifice, NCB, 
– carried forward balances

Fee for each Standard employee without benefits: $75 per employee (excl GST)
Fee for each Benefits employee with MEA, MEF, NCB or PBI salary sacrifice: $150 per employee (excl GST)

     

     

    Full Service Bookkeeping & Accounting 

    A complete online service provided by Benkorp, using the Xero Accounting system, including:

    • Income – offerings, donations, rentals and hires
    • Bill (supplier invoices) processing and payments
    • Bank entries
    • Bank reconciliations
    • Payroll processing and related requirements with employee portal
    • Superannuation calculation and payments
    • Month-end reconciliations
    • Reporting – local councils, boards, committees external obligations
    • ATO including BAS
    • Worker’s Compensation form completion
    • Liaise with, and prepare for, your financial year-end audit/assurance
    • Annual review meetings with your treasurer/team and more

     

    Shared Service Bookkeeping & Accounting 

     The local church is responsible for some of the basic administrative and bookkeeping functions using the Xero UCAP system. 

    This is a great way to save money if you have a savvy admin person on staff or volunteering. Benkorp will complete the remaining financial management functions as agreed, and Benkorp provides the training and support to enable a team effort.

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