Hi everyone,

We have engaged PERKS to provide bookkeeping services and they commenced with us this week.

This is a shift for PAC as PERKS is a small business with a small team providing bookkeeping services, rather than an individual bookkeeper we directly engage. We do have continuity with the same account manager, and communication with them is managed through a centralised email address: PACA@perks.com.au

What does this mean for you?

ATM there is only one small change to sharepoint for you. If things change further, I'll let you know (we're working through some sharepoint access challenges).

1 - Sharepoint document management in TEAM FINANCE continues with one small change:

Invoices to be paid separated into two sections: General and "With Super". I've built these folders.
Thus if you are saving an invoice for payment for someone who is owed super save it in the Super folder, which makes it much easier for PERKS and myself to see who/when we need to pay super and process accordingly.

2 - Staff comms with bookkeeping

I'll continue to be the central contact point for our finances, and liaison with PERKS.

Staff shouldn't need to engage with them directly, unless working on a specific task with myself and them, ie Launchpad/Xero reg income reconciliation.

Sam - they will engage with you re cab charge invoices, general admin as discussed.
Account Manager is Amber Li
Our email address: PACA@Perks.com.au
Rosie - let's talk further re TD invoicing, perhaps PERKS raises these now?
If you have a question / need to action?:

Sam or Lynda:

Whether we've paid an invoice we owe?
Whether someone has paid an invoice owed to us?

Lynda:

Xero reports, $ moved between projects, cash available on debit card etc etc etc.
Event / grant financial reconciliation support
Anything else

(Note PERKS will also provide NAPACA bookkeeping support as per our service contract with them. Sam and I are working through this with NAPACA, and that is a different PERKS email address).

Clear as mud?

Thanks everyone,

Lynda

Lynda de Koning

(she/her)

General Manager | PAC Australia | +61 (0) 438 860 020 | paca.org.au
Peramangk / South Australia GMT +9.5

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