IMPORTANT:
As part of the pre-onboarding checklist, there are 2 main areas in Xero that needs to be checked and updated, Chart of Accounts and Contacts.
We have put together 3 videos HERE to walk you through the process.
PART 1 - UPDATE CHART OF ACCOUNTS
Outcome -
Make sure every account in your Chart of Account has a code (i.e. no blank code)
Please see the Part 1 of 2 HERE
PART 2 of 2 - UPDATE CONTACTS
Parakeet relies on your customer contact details in Xero to be accurate before any Invoices or Bills can be automated for payments.
Please ensure the fields below are correctly populated for all contacts that you would like to automate bills and invoices for.
There are 3 types of contacts:
- INVOICES: Customers - 4 compulsory fields
- BILLS: Vendor payments via Bank Accounts - 5 compulsory fields
- BILLS: BPAY Billers - 3 compulsory fields
Pro tip: If you have a lot of contacts in Xero, you can use the bulk update capability in Xero. Refer to Xero link: https://central.xero.com/s/article/Edit-multiple-contacts
Please see Part 2 of 2 HERE.
FOR INVOICES
4 Compulsory Fields REQUIRED for your Customer Contacts
COMPULSORY XERO FIELDS | Reflected into Parakeet as |
Contact name | Vendor / Customer / Company Legal Name (e.g. ABC Pty Ltd or Bob's Plumbing) |
Primary Person | First name, Last name (If surname is unknown, can leave it blank, but first name is used in the remittance details.) |
Email | Company Email |
Tax Number | ABN or NA (if no ABN) (We need accurate ABN for your customer) |
FOR BILLS - Paying into a Bank Account (i.e. non-BPAY bills)5 Compulsory Fields REQUIRED for your Customer Contacts | |
COMPULSORY XERO FIELDS | Reflected into Parakeet as |
Contact name | Vendor / Customer / Company Legal Name (e.g. ABC Pty Ltd or Bob's Plumbing) |
Primary Person | First name, Last name (If surname is unknown, can leave it blank, but first name is used in the remittance details.) |
Email | Company Email (We will direct remittance advice to this - so can be a particular person or a generic accounts email your vendor may have indicated on their invoice) |
Tax Number | ABN (We need accurate ABN - usually found on the vendor's invoice) |
Batch Payments - BankAccountNumber^ | BSB | Account Number (This is where you want us to pay the vendor - you can usually find this on their invoice) (Please follow the EXACT format as indicated by XERO - i.e. no spaces between BSB and account number) |
BankAccountName^ | Vendor / Customer / Company |
^ Only needed if you are paying a vendor. If the contact is a customer, then you leave the account numbers blank. | |
ABN field: Bank details: (please follow the exact format) |
BPAY Billers3 Compulsory Fields REQUIRED for your Customer Contacts | |
Xero Fields: (compulsory) | Reflected into Parakeet as |
Contact Name | Biller Name |
Tax Number | ABN |
Within Batch Payments - BankAccountNumber | Biller Code |
BankAccountName | Enter Bill Reference |
Details | Enter BPAY, if it's same biller reference Enter MULTI, if biller reference changes |