Xero For Not-For-Profits: Setup, Training And Ongoing Support
Set up Xero to track funds, grants and programmes, get reports your board and funders can rely on, and make life easier for your volunteers and staff.
Xero is cloud-based, so your treasurer, bookkeeper, manager and accountant can all see the same up-to-date numbers from anywhere. For not-for-profits that means fewer spreadsheets, less rekeying, and reports available when the board meets, not weeks later.
As a Xero Certified Partner and Xero Specialist (Level 3), we set Xero up around how your organisation actually works: funds, grants, programmes, volunteers and all.
Set Up Around How Your Organisation Works
Setup and Data Conversion
New to Xero or moving from MYOB, spreadsheets or another system? We set up your organisation, design a chart of accounts suited to your reporting, and bring across your opening balances and history.
Tracking Funds, Grants and Programmes
We use Xero's tracking categories and a clear account structure so you can report income and spending by grant, fund, programme or project, and separate restricted from unrestricted funds.
Reports Your Board Can Use
Standard Xero reports, plus custom reporting packs. Where useful we use reporting and forecasting tools such as Syft to build clear dashboards and board reports with commentary.
Approvals and Controls
Set up bill and payment approvals, spending limits and roles, so that no one person handles money from start to finish. We can connect ApprovalMax where a more formal workflow is needed.
Tools, Training And Ongoing Support
Receipts and Expenses
Capture bills and receipts with Hubdoc and Xero, so volunteers and staff can email in their paperwork and it reaches your books without retyping.
Payroll and GST
Xero payroll setup for employees, including pay runs, leave and KiwiSaver, and support with GST returns so filing is accurate and on time.
Bank Feeds and Reconciliation
Connect your bank accounts, set up bank rules for regular income and expenses, and speed up month-end reconciliation.
Apps and Integrations
Connect donation platforms, payment tools, membership systems and other apps you already use, so information flows into Xero without double entry.
JAX and New Xero Features
We help you use Xero's newer tools, including its AI assistant, in a sensible, secure way.
Training and Ongoing Support
Short online training sessions for treasurers and staff using your own Xero file, in plain language, plus help when you are stuck and regular review of your file.
Process Guides
Simple one-page instructions so a new treasurer or volunteer can take over without starting again.
Xero Health Check
A review of an existing file that finds coding errors, unreconciled items and reporting problems, followed by a clear list of fixes.
From First Conversation To Ongoing Support
1. Free Consultation
We talk about your current setup and goals, and review your existing Xero file or plan a new one.
2. Setup, Clean-Up or Migration
We set up Xero, tidy up your existing file or migrate you across from another system.
3. Training and Handover
Training for your treasurer and team, with simple guides so nothing depends on one person.
4. Optional Ongoing Support
Regular review and help whenever a question or deadline arises.
Backed By The Right Accreditations
Questions About Xero For Not-For-Profits
Yes. We review it, correct errors and reorganise it so it reports properly.
Yes. We regularly work with other advisers, and can share access securely.
We tailor the setup and training so it is as simple as possible for the people who use it.
Yes. Xero offers discounted subscriptions to eligible not-for-profit organisations. Eligibility and pricing are set by Xero and can change, so we confirm the current position for your organisation before you subscribe.
Get Xero Working For Your Organisation
Request A Free Consultation - mathew@mundax.com
Book a free consultation and we will talk through your current setup and what would make it work better.