Your Contact Details Church Full Name * What is your ABN? * Church Address
* Contact Name (to be used for contact for Setup) *
Position * Contact Phone/Mobile # *
Contact Phone #
Email (to be used for contact for the Setup) *
Contact person to authorise this order *
Position (of authoriser) * Contact details (for authoriser)
On this order it is MANDATORY to Select: 1 Setup Option + 1 Training Option + 1 Subscription Option.
Please select any optional additional services as required
1. SELECT ONE of the following set-up options A,B, C & D * 2. SELECT ONE of the following training options A or B * A. Online PCAP Video Training Series B. Face to Face training – see Additional Services, contact Benkorp
# travel fees payable for onsite services provided over 20kms from Sydney GPO ($75 per hour +50c per km)
# group training fee to be discussed
Subscription Type: * Starter Xero Subscription $26.36 exGST /month Standard Xero Subscription $53.64 exGST /month
Note: Your subscription and fee will commence as soon as the Xero is setup
Xero Subscription Options * Select a. We have a current subscription b. We will retain the subscription through Benkorp c. We prepare payroll locally and need a special subscription
NOTE ABOUT XERO SUBSCRIPTIONS: Xero subscription rates are based on the number of active paid payroll employees in a month (from 0 +), regardless of the number of times they were paid and if they were full time, part-time or casual.
During the setup phase of your Xero system a subscription is commenced by Benkorp on your behalf and invoiced to you with the setup. Benkorp will invite you to access your Xero system. Assistance Options Will you require ongoing support? *
We can provide a level of support that includes help with Xero via email and phone. This provides peace of mind to volunteers.
Additional Services Please mark as appropriate and we will contact you for a appointment for a Discovery discussion Important Information Required. What accounting system do you currently use? * MYOB Xero Spreadsheets/manual Quickbooks Other If Other, name of your current accounting system: What Version are you currently using? * What type computer will you use? PC or Mac? * PC Mac What will be the new accounting system start date? *
DD slash MM slash YYYY
This date can be backdated or future dated according to your individual circumstance.
What is your financial year? * June-July January-December Other What is your GST Reporting Frequency? * Monthly Quarterly Annually What is your GST calculation Method? * Cash Accrual Don't Know What is your PAYG Withholding Frequency? * Monthly Quarterly Not Registered 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, and
- 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 list all and every operating bank accounts, eg main account, staff benefit 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
Please list of ALL bank, trust and deposit accounts: *
This is for ALL accounts under/using your ABN.
NUMBERS ONLY please. No dashes, no spaces, no alphas.
CBA Main account 000111 1234567
CBA Special saver 000111 321321
CBA Online deposits 000111 456456
WBC NCB minister#1 333222 876356
ATrust Term deposit 111222 237898
ATrust Fixed Deposit 111222 919278
How many debit/credit card accounts do you have? * NOTE:
The following details in B C D E, provides the information to setup the Tracking Categories in the Xero system.
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 List C. Ministries, Events & Activities
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, Womens, Mens, Bible Study groups, camps (where income and/or expense is part of the church finances) and many more possibilities.
These will be in Tracking and simplify the chart of accounts and your financial reporting.
List of all Ministries and Activities D. Donee organisations: missions, ministries, appeals.
Names of all these organisations:
- whether related to, church income or received through the church for on-payment to the organisations or a donation expense of the church, eg Tear. Christmas Bowl, Mission x mission y, missionary A, missionary B.
Use tracking in Xero to record all income/receipts and payouts can be tracked, monitored and ensure they are dealt with correctly
Any closing balance, for the opening startup balances, of your new Xero system must be listed now in your balance sheet account opening balances.
List of Donee organisations: missions, ministries, appeals. E. Other operations of, or related to the church covered by the church’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.
List of operations Any Other comments or notes that might be helpful for the set up Thank you very much for providing us with this information. Your order will be confirmed by email once it has been received.