Xero Integration:

Contacts:

Contacts is a 2-way sync between Xero & BFI Pay. Using our Sync functionality BFI Pay will bring in all contacts and contact information from Xero. Except Banking Details. Banking Details are controlled within the BFI Pay environment for security and risk purposes. Bulk Contact Banking details update feature available. Any changes made to contacts in BFI Pay will automatically be updated in Xero.

Payments:

When connected to a Xero Organisation and using the Xero Sync button under Payments, BFI Pay will bring in all the "Bills to Pay" under the Awaiting Payments Tab in Xero. No draft bills, awaiting approval bills and or credit notes will be synced.

From the Awaiting Payments Tab within BFI Pay you will be able to select & batch pay multiple bills from different Suppliers given that all the suppliers' banking details have been updated in BFI Pay.

After the batch has been approved; you must fund the instruction from your Bank Account to 1 of our Accredited & Controlled bank accounts (Beneficiary details available under Settings, Payment Details).

Once the funds are received in BFI Pay, BFI Pay will distribute the funds to all the suppliers within the batch, send Proof of Payments with a full remitance advice and automatically Reconcile all the bills from that batch in the connected Xero.

BFI Pay will create a Payment file from the batch payment in the connected Xero's bank account selected from the drop down when approving a payment. This allows the user to only click "OK" when reconciling the bank transaction with the created payment file.

Debit Orders:

Create & Send digital debit order mandates to contacts synced from Xero.