You want to know how to link a customer Enrolmy ID against the same contact inside Xero
You want to know how to use Enrolmy ID's as payment references during payment reconciliation inside Xero
This document assumes you know the following:
You understand basic accounting principles and how to navigate Xero Accounting Software
Your organisation has activated the Xero Add-On
Enrolmy ensures that all customers have an Enrolmy ID associated with it. This can be used as a payment reference that customers use to speed up the bank reconciliation process within Xero. There are four steps to be followed in order to use Enrolmy ID’s within Xero:
How To Setup Enrolmy Customer IDs Against Xero Contacts
Firstly, find your Enrolmy customer IDs.
Head to your Customers tab
Select the # icon next to show
The Contact column will then display the customer's Enrolmy ID
Once you have identified where to find these Enrolmy IDs, you then need to add these to each contact account within Xero. This can be achieved by:
Log into your Xero account
Select Contacts, then All Contacts
Search and select the relevant contact that you want to add the Enrolmy ID too
Select Edit and Add Account Code
*You will need to complete the above process for each contact.
How To Create A Xero Bank Rule Using Enrolmy IDs
Bank rules save you manually creating a new transaction each time you get a recurring or similar type of bank statement line. You tell Xero how these statement lines should be coded so that Xero can suggest the correct type of transaction and complete some of the details for you.
Enter the relevant Enrolmy information into your bank rule for that specific parent, along with the Enrolmy ID
Now review your final step in this process here: https://helpcentre.enrolmy.com/entkb/communicate-payment-reference-needs-to-parents
Great! You now know how to setup Enrolmy Customer IDs against Xero contacts!