Invoice Processing Projects

Create simple key to match spreadsheet of expen to receipts

I have a spreadsheet here with a list of expenditure and a column explaining where in google drive folder each corresponding invoice is to be found. Someone has already been through sheet and checked that every expenditure over £250 has an invoice / receipt. I now need someone to create a simple key matching the entry in the spreadsheet with the invoice / receipt at a glance. A simple a -z; aa - zz etc will do fine but up to you. I simply want to see the entry labelled in an additional column and for the name of the document in the folder to include the matching identifier as the first character of the name of the file. I think there are 60 all told. Sums under £250 do not need an invoice but where one exists we may as well add it. Spreadsheet here - invoice folder on request.

PDF Financial Document Query Bot

I'm looking for a user-friendly, reliable automation software that can process my uploaded PDF financial documents and respond to my queries about transaction summaries. The bot should be able to provide answers to any financial questions I pose, such as profits on a specific date. Key Requirements: - The software should be able to handle various types of financial documents, like invoices, credit card statements, and bank statements. - The bot should be able to handle queries related to transaction details, income and expenses summaries, and profit and loss calculations. Ideal Skills and Experience: - Strong experience in software development, particularly in creating automation software. - Familiarity with financial document processing. - Ability to create user-friendly interfaces.

Deputyship Application assistance forms and process

My mother is currently in a nursing home and she has some dementia. I am working with a social worker to get the funding for the home sorted. The social worker has advised that I need to apply for deputyship if I want to be actively be involved with decisions for her moving forward. I have to submit an application to the Court of Protection. This process generally involves filling out the required forms which are numerous I have started this but need advice from a professional who can provide and assist with guidance as and through the process on line Started….Complete the Necessary Forms: The main form is usually the "Application to be a Deputy" which can be found through the Court of Protection’s website or your local court.

Styalised Process map

Im looking for someone to do an illustrated process map for me. The image represents that in order to end up at the place that you want, you must decide on where you are going, and then work backwards. Through 10 years, 3 years, 1 year, and then 4 90 day periods. I like the analogy of a journey through the hills or mountains. If the goal is to sale the highest peak, you must first get through lesser peaks. I have drawn a very rough version and I'd like something made. Im open to your interpretation on the brief Peter

opportunity

Would like to modernize my sign up/login process

I have a subscription website and need to streamline the login/signup process. It's a bit archaic and hard to use. I think there's a lot that can be done to enhance the user experience.

Programming invoice system with stock control

This project focuses on developing an invoicing application with a synchronized stock administration component. The digital solution allows users to generate customized bills for each customer by recalling varied pricing tiers applied to identical goods across different clients. Moreover, the framework tracks inventory levels in real time, deducting unit counts from stock as invoices are produced to guarantee precise supply amounts. Some key characteristics involve a product database housing flexible cost fields to archive multiple selling rates per item. A customer master retaining client details alongside characterized pricing schemes. An invoicing module permitting generation of personalized statements aligned to client rates. A stock ledger updated transactionally on invoice finalization, diminishing quantities as items are charged. Reporting functionality to surveil inventory levels and yield sales reports. User authentication for limited access and change management oversight. A simple, intuitive interface for seamless information input and system navigation. The proposed solution aims to streamline the organization's order fulfillment, billing, and materials administration operations through a centralized digital platform. By recollecting client-particular expenditures and observing stock availability, it seeks to enhance billing accuracy, pricing consistency, and stock visibility. The system will be developed according to best practices for security, performance, and upkeep to support the business' goal of providing clients with customized statements while maintaining precise supply data.

opportunity

I need a patient accountant

Hello finance wizards! I run two small businesses and need help getting the accounts up to date, with the aim of preparing one of them for sale. The businesses don’t have a high volume of transactions annually, so the workload isn’t huge. However, due to a WISE account being shut down unexpectedly, the process isn’t as straightforward as just reconciling a single bank account. Payments have been made from and received into various accounts over time. That said, I do have all invoices and receipts organised and ready to go. I’m an engineer, product inventor, and creative – but accounting and tax aren’t my strong points. So, I’m looking for someone with patience and experience who can work through the data and bring the books up to date clearly and correctly, annually. If you’re interested, I’m happy to send over all the information I have so you can provide an accurate quote. Please do your best to give a best estimate hen forwarding your proposal. Looking forward to working with someone who can make sense of this and potentially support with ongoing tasks down the line.

Set me up on Xero

I need someone to do some really basic set ups for my new business on Xero and stripe, linking my accounts and setting up my invoice page...super basic !

Certificate creation with Silver Seal

We are a training provider that wants to create a certificate with a simple seal. Are you someone who can assist in the creation and design of this? Simple process but need to be able to print a seal, logo and border.

SHOPIFY STORE

Looking for a Shopify expert to review and optimize my online store. Ensure all settings are correct, products are properly categorized, and checkout process is seamless. Fix any issues that arise. UK-based freelancers preferred.

Informative blog writer on Notary public and legal process

I'm looking for a talented article/blog writer who can produce informative content on the Notary Public and Legal Process. The target audience is the general public, so the writing needs to be clear, engaging, and accessible. Key Responsibilities: - Research and write articles that inform the general public about the Notary Public and legal processes. - Ensure all content is accurate, engaging and easy to understand. - Adhere to deadlines and maintain a consistent posting schedule. Ideal Skills and Experience: - Proven experience in article/blog writing, particularly on legal topics. - Excellent research skills to ensure all content is accurate and up-to-date. - Ability to write in a clear, engaging style that is accessible to the general public. - Knowledge of the Notary Public and legal processes is a plus.

Salesforce Administrator - Create Salesforce Workflow

I require a salesforce administrator to set up from scratch a CRM workflow. I have used Salesforce for +10 years so know how I want it mapped out. What I require is someone to take my vision and implement it into Salesforce. The person must be an expert in Salesforce, preferably with Salesforce certifications. This is an immediate project, so the person must be able to work on this as a priority alongside me. Headline requirements are: - Create and manage users, roles, profiles, and permission sets - Configure fields, page layouts, record types - Design and implement lead, opportunity, and pipeline management - Build workflows, process builders, and approval processes - Create validation rules and formula fields - Design and implement customized reports and dashboards The key requirement is to be able to work with me to understand business processes and translate them into CRM solutions. As this is collaborative project, being able to hold video calls and do run throughs together is preferred.

Vehicle Branding Vehicle Graphic

Looking for a design to supply vehicle graphics designs from simple cut vinyl to full vehicle wraps This would be a fast pass process, the design are supply as a mockup with our pricing Please supply examples of your work, we are looking for UK based people

Financial Due Diligence

I am in the process of acquiring a business and need help with the financial due diligence to give me the confidence that all the financial aspects of the business have been verified. If you can help with this then please contact me for more info. Thanks

I need to help us

I seek to engage a capable developer to design and build a web-based application to assist my small business. The goal of this project is to streamline our operations and provide improved services to customers. Specifically, the application needs to allow employees to easily and efficiently manage customer accounts. It must include functionality for storing customer profiles, processing orders, tracking inventory levels, and generating invoices. Additional key requirements include a clean, intuitive interface designed for usability as well as security measures to protect sensitive client information. The technology stack is open but must be robust and scalable to support future growth. A content management system would help non-technical staff to update website content. An admin console is also needed to oversee user accounts and monitor system performance. The ideal candidate will have a solid portfolio demonstrating experience developing similar software solutions. Proficiency with major web programming languages such as PHP, Python or .NET is essential. Familiarity with relational databases, especially MySQL or SQL Server, is important. Experience with frameworks like Laravel, Django or ASP.NET would be well-suited for this project. I am searching for a skilled freelancer who can translate our business needs into a fully-functional application within 8-10 weeks. The top priority will be delivering a product that streamlines our processes while providing an enhanced customer experience. I welcome proposals from developers confident in their ability to complete this OR Option 2: This is a project description for a freelancer platform. We are looking for a freelancer to help us with a project. The project involves creating a new website for our company. We need someone with experience in web design and development to create a modern and user-friendly website that is optimized for search engines. The website should have a clean and professional design, and it should be easy to navigate. The freelancer will be responsible for designing the website layout, creating the graphics and images, and writing the content for the website. They will also be responsible for ensuring that the website is responsive and works well on all devices. We are looking for a freelancer who is reliable, efficient, and has a strong attention to detail. We need the project to be completed on time and within budget. If you are interested in this project, please submit your proposal. We will review your proposal and select the freelancer who best meets our needs.

Programming g-code

Programming g-code, Who we are looking for: We are looking for an experienced G-code programmer to help us develop and optimize our 3D printing processes for construction applications. Required Skills: - Experience in writing and optimizing G-code for 3D printing - Knowledge of slicing software (e.g., Cura, PrusaSlicer, Simplify3D, or equivalent) - Ability to customize deposition strategies for cement-based and large-scale materials - Experience with CNC and industrial automation is a plus - Strong problem-solving skills and process optimization expertise

Tidio and WordPress specialist

ob Description: I am looking for an experienced Tidio & WhatsApp Integration Specialist to troubleshoot and properly set up Tidio on my WordPress website (PlanABuild.co.uk). I am experiencing issues with the WhatsApp integration, receiving the error message: “Your WhatsApp integration is active, but some accounts might be disconnected. Please try to reconnect.” Scope of Work: Fix WhatsApp Integration: Diagnose the cause of the error and reconnect my WhatsApp account properly with Tidio. Ensure messages from my website’s WhatsApp button are routed correctly to Tidio. Setup Tidio AI & Integrations: Properly configure Tidio AI to handle incoming WhatsApp messages. Test the WhatsApp integration to ensure messages appear on the Tidio dashboard. Set up automated messages, chatbots, and conversation flows related to Planning & Design inquiries. Screen Share Setup & Testing (MANDATORY): I want this entire process completed via screen sharing (Zoom, Google Meet, or any preferred tool) so I can learn the setup process and confirm the integration is successful. Provide guidance on setting up future automations and conversation flows. Requirements: Proven experience with Tidio and WhatsApp Business integration. Familiarity with WordPress sites and plugins. Ability to explain the process clearly and troubleshoot in real-time. Excellent communication skills and proficiency with screen sharing tools. Deliverables: Fully functional Tidio & WhatsApp integration with no error messages. Successful connection of the WhatsApp button on my website to the Tidio dashboard. Properly configured chatbot messages and flows for Planning & Design services. Documentation of the process or a brief guide for future adjustments.

Human Resources Specialist for Recruitment Assistance

The company is looking for a Human Resources professional to assist in the recruitment and interview process for potential candidates. The ideal candidate will have a strong background in HR, excellent communication skills, and a passion for finding the best talent. Responsibilities include posting job ads, screening resumes, conducting interviews, and assisting in the onboarding process. The company offers competitive compensation and benefits, and is committed to creating a positive work environment. If you are a motivated individual with a passion for HR, we would like to hear from you.

Integrate Secure Google Pay Payment Platforms to Website

We're seeking an experienced freelancer to integrate a secure Google Pay and 4D payment platform into our existing website. The ideal candidate will have a strong background in payment gateway integration, web development, and security. Key Requirements: - Integrate Google Pay payment platform into our website - Ensure seamless and secure payment processing - Implement necessary security measures to protect sensitive customer data - Conduct thorough testing to ensure smooth functionality - Collaborate with our team to ensure a smooth integration process

Purchase Ledger / Accounts Payable

Hello I need some help with purchase ledger please. We are a UK Based healthcare company – our Purchase Ledger clerk (Nikki) is leaving and we need someone to cover the accounts payable function. Ideally, we’d want someone to start this week so that we can get Nikki (current Purchase Ledger clerk) to give you a handover before she leaves. I anticipate our need will be for 3 months, but this may be longer. We’re a small team so you would be the sole purchase ledger person in our team.. You would be supported by our Management Accountant and our Finance Controller though so please do not worry. I have a job outline if that helps. The role involves: a) Uploading invoices to our system – Sage 50 b) Checking invoices match with purchase orders c) Adding payments to sage d) Adding payments to the bank e) Liaising with suppliers over credit notes, disputes and timing of payments Don’t worry if you have not used Sage 50 before – we can show you how to use the system You will need a laptop with internet such that our IT team can install Sage on your system We process approximately 5,000 transactions a month. Ideally we’d be looking for someone to give us a significant number of hours. No problem if you cannot give us all of the hours we need as we can arrange for a second person to join as well. If you can help, perhaps you can let me know: a) Brief outline of your purchase ledger experience b) Brief outline of your experience with cloud accounting software, and if you are happy to learn Sage 50 c) Brief summary of how much time you can allocate to us and when you can start working with us Please let me know if you can help and we can arrange a call.