Sage Projects

opportunity

Sage Set Up for Payroll and Monthly Book Keeping

Looking for someone to set up my Payroll for a new Business, ensure all HMRC requiements are met and perform monthly reconciliations.

Business Logo Design

GO2 Removals Rebrand Brief About Us GO2 Removals is a premium removals, storage and packing company serving London and the South East. We specialise in helping families and professionals move home with as little stress as possible. We are not a budget removals company and we do not want to look like a typical “man with a van” operation. Our service is professional, reliable, efficient and highly customer focused. ⸻ Target Customer Our ideal customers are: * Professional families * Homeowners * Executives * Property professionals * People moving within affluent areas Think customers who regularly shop at: * Marks & Spencer * Waitrose * John Lewis * Zara Home Or who are members of: * David Lloyd * Premium health clubs * Professional networking groups Age range: 30-65 Household income: £80,000+ Property values: £500,000 to £2m+ ⸻ Brand Personality We want the brand to feel: ✓ Trustworthy ✓ Professional ✓ Family-friendly ✓ Premium ✓ Established ✓ Efficient ✓ Calm ✓ Approachable ✓ Modern Not: ✗ Corporate ✗ Cold ✗ Cheap ✗ Aggressive ✗ Traditional removals company ✗ Tradesman-looking ✗ Overly masculine ⸻ Inspiration We like the visual quality and simplicity of: * John Lewis * Waitrose * Apple * David Lloyd * The White Company * Farrow & Ball * Soho Home The logo should feel like it belongs alongside these brands. ⸻ Design Direction We would like: * Minimalist design * Premium typography * Simple icon or monogram * Strong standalone logo mark * Clean van livery application * Works well on uniforms * Works well on social media * Works well on signage Avoid: * Cartoon houses * Vans * Moving boxes * Clip art * Generic roofline logos * Corporate swooshes ⸻ Colour Direction Potential palette: * Sage Green * Forest Green * Warm Stone * Soft Grey * Cream * Taupe Think: Natural, premium, calming. Not: Bright blue, bright red or anything overly corporate. I hope this all helps

opportunity

Simplifying our Master pricelist

We require an expert to streamline our Master pricelist spreadsheet. The workbook contains extensive data, numerous VLOOKUP operations, and synchronization with our Sage database via the "Sage Data" sheet. Despite a reduced upload copy, the file remains sluggish—taking over a minute to open and delay when saving/closing. Deliverables: optimize formulas, restructure for performance, implement efficient lookup/indexing strategies or Power Query/SQL alternatives, and provide a lean, responsive workbook with documented changes and recommendations.

OpenCart to Sage Integration and Automation Setup

Integration Setup – Establish a secure connection between OpenCart and Sage to enable data exchange for customers, orders, and invoices. Pro Forma Workflow – Automate the creation and handling of pro forma orders, ensuring they can be reviewed and converted when confirmed. Automatic Invoice Generation – Create invoices in Sage automatically based on order status (e.g., approval or payment), including customer and order details.

opportunity

Custom Contractor Management System (Replace Tradify)

Project Name: Custom Contractor Management System (Replace Tradify) Project Type: Full custom web + mobile application Overview: We are building a full contractor management system to manage engineers, subcontractors, jobs, timesheets, invoicing, GPS tracking, and reporting. The system must be scalable (currently 9 engineers, future 500+), secure, GDPR-compliant, and integrate with Sage first and Xero later. We need a freelancer (or small team) to develop both backend + frontend, mobile apps, and database according to detailed specifications. ⸻ 1️⃣ Key Features / Requirements A) Web Dashboard (Managers/Admins/Accountants) • Job management (create, assign, track status, attach files/photos) • Subcontractor management (assign jobs, track jobs, generate POs, track invoices) • Client invoice management (create, track, integrate with Sage) • Reports: Timesheets, material usage, profit analysis • Engineer live map / GPS tracking overview • Alerts: overdue invoices, missing photos, incomplete jobs • Role-based access: Admins, Managers, Accountants, Field Supervisors B) Mobile App (Engineers) • Job list (assigned / in progress) • GPS tracking (real-time + periodic, check-in/out) • Job report form: • Time on site (auto/manual) • Travel time • Materials used • Parking / fees • Findings & recommendations • Tick-box checklists • Photos (before/during/after) • Submit reports to web dashboard • Timesheet tracking + weekly summary C) Subcontractor Module • Assign jobs to subcontractors • Track job status • Generate Purchase Orders (POs) • Track subcontractor invoices (manual + CSV/XLSX upload) • Automatic reminders for due / overdue invoices • Exportable / Sage integration D) Invoicing Module • Quote → Job → Invoice workflow • Retainers / deposits • Recurring invoices • PDF export • Sage integration first → Xero later E) File Upload / Import • CSV/XLSX upload for subcontractor invoices • Validate fields, duplicates, missing info • Track manual vs file-uploaded invoices F) Reporting • Job summary, material usage, profit analysis • Timesheets & payroll export • Engineer GPS history / route playback ⸻ 2️⃣ Technical Requirements • Backend: Node.js + NestJS • Web Frontend: React + TypeScript • Mobile App: React Native (iOS + Android) • Database: PostgreSQL • Realtime cache / GPS: Redis • Hosting: AWS + Docker + CI/CD • Accounting integration: Sage first, Xero later • Notifications: Push + Email • GDPR-compliant storage and encryption ⸻ 3️⃣ Deliverables • Fully functional web dashboard • Mobile apps for engineers (iOS + Android) • Subcontractor management module (web + optional mobile) • Invoicing module with Sage integration • Timesheet + GPS tracking module • Database schema & API endpoints • File upload / import functionality • Deployment scripts (AWS / Docker / CI/CD) • Documentation (user manual + API documentation) ⸻ 4️⃣ Project Phases / Milestones Phase 1 – MVP: • Engineer mobile app (GPS + job reports + timesheets) • Web dashboard (job management + reporting) • Subcontractor module (manual + file upload invoices + POs) • Invoicing (Sage integration) Phase 2 – Optional: • Advanced reporting / analytics • Xero integration • Material stock & procurement • Client portal Phase 3 – Optional / Future: • SaaS multi-company version • AI-assisted job report summary • Fleet & asset tracking ⸻ 5️⃣ Requirements from Freelancer • Experience with Node.js, React, React Native, PostgreSQL, AWS • Experience building CRM / ERP / field service apps • Ability to design scalable architecture • Experience with API integration (Sage/Xero) • Ability to handle file uploads, CSV/XLSX imports, and validation • Strong English communication and documentation skills • Deliver code in phases/milestones • Provide full technical documentation + deployment scripts

opportunity

Need classic asp code on my websites updated to asp.net etc

Update legacy Classic ASP sites to modern ASP.NET: migrate Classic ASP code and MySQL/Access/Excel-derived databases to ASP.NET, rebuild or replace the backend order-processing system, remove Sage Pay and integrate a modern e-commerce payment gateway, and restore integrations with Amazon and eBay. Tasks include diagnosing broken pages, rewriting data-access scripts, ensuring secure server deployment, and delivering tested, documented code. Budget-conscious proposals welcome with estimated timeline and cost. Websites: doubleimage.co.uk and uksafetysigns.co.uk.

opportunity

Financial Systems Manager (Sage X3) – Freelance

We’re looking for an experienced Financial Systems Manager to support our finance function on a freelance basis. What you’ll do: Prepare monthly management accounts (P&L, variance analysis, commentary) Support budgeting, forecasting, and performance reporting Build and maintain KPI dashboards for senior stakeholders Analyse costs, margins, and profitability Act as a finance partner to operational and commercial teams Support year-end processes and liaise with accountants/auditors Lead Sage X3 system support, enhancements, and reporting improvements Ensure data accuracy and strong financial controls What we’re looking for: Strong hands-on experience with Sage X3 (essential) Solid background in management accounting and financial analysis Comfortable working independently and communicating clearly with non-finance teams Detail-oriented, practical, and improvement-focused Engagement: Freelance / remote Competitive hourly or daily rate based on experience Ongoing work for the right person Please include your Sage X3 experience and availability in your proposal.

urgent

Excel automation – eBay payouts → Sage 50 import

I’m looking for an Excel + Power Query specialist to build a simple, robust Excel template that converts eBay payout CSV exports into a Sage 50–ready import file. Input eBay transaction/payout CSV export File includes multiple rows per payout and multiple fee columns (final value fees, international fees, etc.) Required output A Sage 50 journal import CSV with columns: Date Reference Nominal Code Debit Credit Core requirements I paste an eBay CSV into one tab Excel automatically: Groups by Payout ID Consolidates to one line per fee type per payout Produces clean debit/credit lines suitable for Sage 50 Fees should be summed by type (not one line per transaction) One net payout line per payout (via a clearing account) No Excel file corruption or version-specific errors Nice to have Uses Power Query (Unpivot) rather than complex formulas A simple mapping table where I can assign: Fee type → Nominal code Debit or Credit Works in Excel 365 (Windows) What I don’t want Overly complex VBA Hundreds of transaction-level lines Manual steps every time (paste + refresh should be enough) Deliverables One Excel file Clear instructions (or short Loom video) Ideally reusable for future eBay payouts Experience required Strong Excel Power Query / data transformation Accounting awareness (Sage 50 / journals)

opportunity

Secure digital onboarding portal with Salesforce integration

We are Citipost Mail (Citipost Ltd), a UK-based B2B mail and communications provider, seeking an experienced developer or small team to build a secure digital customer onboarding portal and workflow for new business accounts. Our current process is manual and paper-heavy (Application for Credit, Agency Application Form, Customer Service Agreement and T&Cs, Direct Debit mandates). Average onboarding from application to fully signed CSA is around 15 days; we want to significantly reduce this through automation, better UX, and tighter workflow control. A core requirement is proven Salesforce CRM integration experience, as the portal must integrate with our Salesforce instance with both push and pull data flows. Scope Customer journey Sales triggers onboarding and generates a secure, unique link for the prospect. Prospect completes an online journey (standard or agency account), with conditional fields and document sets based on account type and payment method. Prospect uploads supporting documents (e.g. company letterhead, DD mandate) and signs digitally. Save-and-resume, accessible UI, and validation for key fields (company registration number, postcode, VAT, bank details). Workflow and approvals Automatic routing to Credit Control for checks and setting credit terms. Generation of the correct CSA pack (full CSA + T&Cs or CSA form + online T&Cs link) plus DD mandate where applicable. Internal counter-signature flow for Commercial/Legal. Status tracking from “Onboarding” to “Active” once fully signed and approved. Automation, dashboards, reporting Configurable email reminders for incomplete forms and unsigned CSAs/DDs, with escalation when SLAs are breached. Internal dashboards for Sales, Credit Control, and Support showing pipeline, live status, bottlenecks, and overdue tasks. Basic analytics on onboarding duration, drop-off points, and signed/returned agreement rates. Data, integrations, compliance Capture all existing form data in a structured database: company details, trading/registered addresses, VAT, contacts, services required, anticipated spend/volume, agency flags, payment terms and methods. Role-based access control and full audit trail (submissions, approvals, comments, document versions). GDPR-compliant data handling, encryption in transit and at rest, aligned to UK data standards. Salesforce integration (essential) Push onboarding data, documents, statuses, approvals, and signed milestones into Salesforce. Pull relevant Salesforce data to pre-populate forms, validate records, and avoid duplicate entry. Advise on object mapping, API approach, authentication, sync logic, and error handling. Please only apply if you can show previous work integrating a custom portal or workflow system with Salesforce CRM (bi-directional if possible). Other integrations & admin Ability to integrate with finance systems (e.g. Sage) and e-signature platforms (e.g. DocuSign, Adobe Sign). Admin interface to manage form fields, workflows, approval rules, email templates, and SLAs without code changes. Scalable, flexible architecture to support higher volumes, new product lines, and potential internationalisation. Deliverables Technical discovery and proposed architecture/tech stack. Design and build of the onboarding portal (front-end and back-end). Salesforce CRM integration (push and pull). Implementation of agreed finance and e-signature integrations. Dashboards/reporting for core onboarding KPIs. Documentation, handover, and admin training. What we’re looking for Proven experience delivering secure B2B onboarding/workflow portals with multi-step forms, approvals, and e‑signatures. Demonstrable Salesforce integration experience with a custom portal or external application. Experience integrating with CRM/finance systems and e-signature tools. Strong understanding of data security, GDPR, and role-based access. UK-based or very familiar with UK data protection and compliance. Please include in your response Links/examples of similar portals or Salesforce-integrated workflow systems you’ve built. Details of your Salesforce integration experience (including any bi-directional integrations). Proposed tech stack and approach. Estimated timeline and ballpark budget for an MVP aligned to this scope.

opportunity

Adding Woocommerce to a wordpress website,

We need someone who can Add Woocommerce to a wordpress website, with an ability to have a pay by invoice (credit account) and pay immediately by card, and also link this into sage accounting.

urgent

Compile and submit accounts to hmrc

I have been let down by my accountant who has not submitted our year end accounts which are now overdue, as such i need to submit these as a matter of urgency. I have the previous years accounts to hand along with the necessary reports, we did switch from one sage to another mid year but we have closing/opening reports. I have a book keeper who does my basic accounts and vat returns etc.. but she is not comfortable with submitting final accounts as she is not qualified to that level. Generally we just provide the reports to the accountants and and they ask for a stock valuation as thats about it. The company has a turnover of £2.5m due to the high value of products and also has accounts in $ and € but is only a small business with myself as the only employee.

Brand logo

Hi there, I’m looking for a talented designer to create a logo for my new brand, The Connected Child. This brand supports parents and young children (ages 3–10) with emotional regulation, connection, and social-emotional development. I am a Social, Emotional and Mental Health (SEMH) teacher, and the brand will include educational content, workshops, and children’s books in the future. The logo needs to feel: • Calm • Nurturing • Safe • Trustworthy • Emotionally intelligent • Modern and clean Target audience: Parents (primarily mums) who want to build stronger emotional connections with their children. Colour direction: I am leaning towards soft baby blue and white, but I am open to incorporating warm neutrals or sage tones to add warmth. Style preferences: • Minimal and clean • Soft, rounded typography (nothing harsh or corporate) • Possibly subtle symbolism (e.g., connection, holding hands, heart integration, subtle line art of parent and child, or abstract circular connection shapes) • Scalable for social media, website, book covers, and print Potential Deliverables: • Submark/icon version • Colour palette guidance • Files in vector format (AI, SVG, PNG, JPEG) • Font recommendations (if custom fonts used) I would love to see examples of previous work, especially in family, education, wellbeing or children’s branding. Please let me know your timeline and revision process. Looking forward to working together.

opportunity

Microsoft Power Platform Specialist – Op Workf & Automation Syst

No time wasters PLS, if you don't have the skills, don't waste time. Please see attached: We are seeking an experienced Microsoft Power Platform specialist to design and implement a structured operational workflow automation system for a growing product-based business. This is not a simple task automation project. We require a scalable system architecture built inside Microsoft 365 that unifies: WooCommerce e-commerce orders Email-based quotation-to-order workflow Pre-dispatch inspection controls (paperless) Digital proof of delivery (tablet-based with GPS/photo/timestamp) Payment status controls (prepaid and credit accounts) Bank transaction monitoring VAT visibility dashboard (read-only integration with accounting system) Future-ready production traceability structure The objective is to create a unified Order Control System with structured data architecture that can later integrate with manufacturing/ERP systems. Technical Environment Microsoft 365 (SharePoint, Lists, Power Automate, Teams) WooCommerce (WordPress) Sage Accounting Standard Bank (South Africa) All development must occur within our Microsoft tenant. We retain full ownership of all flows, data, and credentials. What We Are Looking For The ideal candidate must have: Strong Microsoft Power Platform experience Experience integrating WooCommerce via API/webhooks Understanding of accounting workflows (VAT, credit control, reconciliation logic) Experience designing structured, scalable systems (ERP-aware thinking) Ability to document system architecture clearly This role requires structured thinking and business process understanding — not just flow building. Deliverables Unified Order Control Board WooCommerce integration Inspection workflow (mandatory gate before dispatch) Digital POD system Payment and credit control logic Bank monitoring alerts VAT visibility dashboard Full documentation 30-day post-deployment support Proposal Requirements Please include: Relevant project examples Estimated timeline Detailed cost breakdown High-level architecture explanation Confirmation development will occur inside our Microsoft tenant Description of how you would design the system for future ERP/manufacturing integration

Brand Kit & templates:5 Instagram posts to launch new business.

I am seeking a talented freelancer to help launch my new business as a Birth and Postpartum Doula on Instagram. This project involves creating five dynamic Instagram posts that blend inspirational quotes, informative content, personal insights, service packages, and client testimonials. Furthermore, I require the development of a cohesive brand kit and templates for future posts. The color palette should incorporate neutrals such as sage green, warm cream, butter yellow, soft blush, and taupe, though I am open to creative enhancements. Your expertise will be crucial in establishing an engaging online presence. Additionally, I am receptive to designing a logo that authentically represents my brand.

Divorce Guide PDF (10pages) + Mini Guide(Ongoing Work)

Canva Designer Needed – Divorce Guide PDF (10pages) + Mini Guide(Ongoing Work) I am a Family Law Solicitor in England & Wales creating a series of professional digital guides for individuals going through divorce and separation. The first guide is “Divorce in England & Wales” (approximately 10 pages). I also require a short 2-page mini guide (lead magnet) using the same design system. I intend to continue working with the same designer on two further guides once this first guide is completed: • Children & Separation • Financial Matters on Divorce I am therefore looking for a Canva designer interested in ongoing work. Content for the divorce guide is already written. Design style required: Calm, professional, friendly, minimalist (not corporate and not flashy). The audience is adults in the UK dealing with separation and divorce. I’m looking for: • Canva-based design only (fully editable Canva file required) • Clean modern layout • Friendly flat illustrations (not cartoonish) • Soft colour palette (navy / sage / charcoal type tones) • Consistent “Reality Check” and “Clients Often Ask” callout boxes • Icon-based checklist page • A4 portrait layout • Cover page plus internal page templates • Footer with author name • Exported PDF (print quality) All illustrations and icons must be licensed for commercial use. Deliverables: • Editable Canva file • Exported PDF • 10-page Divorce Guide • 2-page mini guide using same design • Reusable page templates for future guides • Colour palette and fonts used • Full ownership and access to the Canva design file on completion Budget for this first phase: £100–£180. Please include in your proposal: Examples of similar Canva / ebook / PDF design work Confirmation that the Canva file will be fully editable Estimated turnaround time Your experience with illustrated guides or professional documents UK-based designers preferred. Thank you.