Benkorp Service
Descriptions reference:

XERO ACCOUNTING SYSTEM SUBSCRIPTION
  • unlimited number of users
  • each user has access to functions per agreed permissions
  • best for each user to use their personal email address (not as church general email address) because each access is personal and not available to anyone else. No sharing of personal access. A personal login allows the person access to all Xero organisations where they have authorised login.
  • employee portal for personal access to employment pay and leave records

 

Xero subscription rates are based on the number of active Xero-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.

 

Xero subscription commencement

 

During the setup phase of your Xero system a standard subscription is commenced by Benkorp on your behalf (Price for a monthly subscription is listed below in the subscription options) and invoiced to you at  the time of the setup.

 

After your Xero system setup is completed

 

Benkorp will invite your church’s Xero Administrator to access your Xero system

 

At that time you will choose 1 of the 2 subscription options:

 

  1. Your church chooses to retain the subscription through Benkorp. This is $40.91 ex GST (which includes Benkorp’s 10% discount exclusively for PCAP users). You will continue to receive a monthly invoice for your church’s Xero subscription, OR
  2. Your church may transfer the subscription from Benkorp to its own subscription by applying to Xero for the NFP discount of possible 25%. After transfer you will pay direct through Xero. If you have any problem in paying direct with Xero, then contact Benkorp for other arrangements (we cannot quote a $ fee for this because the church must first prove it’s NFP status to Xero and this option is not available to Benkorp)

 

PCAP STANDARD XERO SET-UP FOR CHURCHES
    • 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-complaint banks)
    • opening balances entered, mapped from your previous chart of accounts
    • customise a Basic Sales Invoice format

 

MIGRATE EXISTING MYOB DATAFILE TO XERO
  • MIGRATE EXISTING MYOB DATAFILE TO XERO

    • migrate from either PC or AppleMAC
    • 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 FAQs

    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
SET-UP PAYROLL SERVICE

There is a special setup service for Payroll

This is for a church who prepares any payroll locally:

  • the basic payroll facility is included in the
  • Xero Basic and BasicPlus Setup packages
  • migration from MYOB
  • setup additional employees using the Benkorp payroll forms:
  • employee all details
  • payroll
  • payroll benefits
  • carried forward balances
FULL SERVICE BOOKKEEPING AND 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
  • 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 AND 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.