» PCAP Order Form 2022

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.
You can “save and continue later” if you cannot complete the form now

The information we are asking for is necessary to ensure that Benkorp can successfully setup the Xero Accounting system accurately and quickly. We understand that providing this information may not be convenient, but it is necessary in order to provide you with a fast and efficient service. Your privacy is important to us, so any data you provide will be kept.

You can “save and continue later” if you cannot complete the form now

Your Contact Details
Church Full Name*
What is your ABN?*
Church Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Contact Name (to be used for contact for Setup)*
First Last
Position*
Contact Phone/Mobile #*
Contact Phone #
Email (to be used for contact for the Setup)*
Contact person to authorise this order*
First Last
Position (of authoriser)*
Contact details (for authoriser)
Email Phone Number
Order:
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*
- A. PCAP OR PVAP Standard Xero Set-UP
- B. Xero Migrate from 1 x MYOB PC, include up to 2 yrs data
- C. Xero Migrate from 1 x MYOB AppleMAC, include up to 2 yrs data
- D. Convert one existing Xero file to Church standard setup
2. SELECT ONE of the following training options A or B*
*Individual Churches will be responsible for the cost of additional training outside the PCAP Video series. Prices start from $179 and is not covered in your PCAP Package
Subscription Type:*
Note: Your subscription and fee will commence as soon as the Xero is setup
Xero Subscription Options*
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.
Additional Services
Please mark as appropriate and we will contact you for a appointment for a Discovery discussion
- Payroll service by Benkorp
- Ongoing Bookkeeping & Accounting
- Monthly Review & Recommendations
- Additional Xero System Training
- Financial Management training especially relevant for churches
Important Information Required.
What accounting system do you currently use?*
If Other, name of your current accounting system:
What Version are you currently using?*
What type computer will you use? PC or 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?*
What is your GST Reporting Frequency?*
What is your GST calculation Method?*
What is your PAYG Withholding Frequency?*
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.
Example:
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
Bank brand name Common Account Name (eg, Main Acc) BSB Account Number
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.
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 List
Property name Street Address
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.
Organisation
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.

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Specialist Bookkeeping for Churches and Not for Profit Organisations

Your Contact Details

Order:

Additional Services

Important Information Required.

BEFORE YOU CONTINUE: PLEASE READ THIS CAREFULLY

A. Bank and ‘bank type’ accounts:

NOTE:

B. Properties

C. Ministries, Events & Activities

D. Donee organisations: missions, ministries, appeals.

E. Other operations of, or related to the church covered by the church’s ABN

Thank you very much for providing us with this information. Your order will be confirmed by email once it has been received.

Terms and Conditions

Bank brand name	Common Account Name (eg, Main Acc)	BSB	Account Number

Property name	Street Address

Organisation