Getting started with Parolla
Parolla helps you manage companies, create bank-ready payment files and, for connected Xero companies, use tax-rate and VAT3 tools.
1. Set up a company
After signing in, open My companies from the company selector and choose Set up organisation.
You can connect a Xero organisation or create a company without an accounting-system connection. A company without a connection can use CSV uploads to create payment files.
2. Select the company you want to work with
Use the company selector at the top of the app to switch company. The side menu changes to show the features available for the selected company.
- Xero companies can select approved bills or batch payments, upload a CSV, manage tax rates and create VAT3 returns.
- Companies without a connection can upload a CSV and manage their payment files.
3. Configure a debit account
Before generating a payment file, open Payments → Debit account settings and add the bank account that will fund the payments. The settings shown depend on the selected payment format.
4. Create a payment file
Choose a source from the Payments menu:
- Select bills from Xero for approved supplier bills.
- Select batch payment from Xero for an existing Xero batch.
- Upload CSV for payment data prepared outside Xero.
Review the recipients and amounts before generating or releasing the file. Previously created files are available under Payments → Past payment files.
5. Add users and billing
The company owner can invite colleagues from the Company page. Company access and billing access are managed separately: a billing-account owner can appoint existing Parolla users to manage payment details, invoices and shared PAYG credits.