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:
Setup Enrolmy ID's against Xero contacts
How To Create A Xero Rule against Xero contacts - Create A Xero Bank Rule Using Enrolmy ID's
Communicate with parents to use this Enrolmy ID as a reference - Communicate Payment Reference Needs To Parents
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
Save changes
You will need to complete the above process for each contact.