Complete Financial System For Invoices, Managing Credits
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£50/hr(approx. $62/hr)
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New Delhi
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Roodepoort
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Description
Experience Level: Expert
Estimated project duration: less than 1 week
I need a Business Consultant (ideally from an accountancy background) to create a scalable solution to a complicated problem. The problem is that on occasion we order products which should match our cost price but don't - we would like to reconcile all invoices in the simplest way possible to make sure all invoices match - the ones that don't reconcile need to be easily identifiable and then passed onto stage 2 for further investigation. We then need to also track our credits and returns - All of these must be as automated as possible
The solution needs to be something that is easily implemented, scalable and simple to use.
We are an opticians practice - We have stock orders for frames so this section is ok - the problem is for lens orders, contact lens orders and ad hoc frame orders. In order to make things simple to reconcile we currently use a unique reference for every order. The unique reference is Patient ID (PX ID)/PO Number.
Our practice management system allows us to export transaction data - the common denominator is always the patient ID. By using the Patient ID and comparing the cost and retail price we can identify lenses that don't match the invoice.
I will explain in further detail to the successful candidate.
P.S I also use Quickbooks but hoping for a solution that is easier to implement.
The solution needs to be something that is easily implemented, scalable and simple to use.
We are an opticians practice - We have stock orders for frames so this section is ok - the problem is for lens orders, contact lens orders and ad hoc frame orders. In order to make things simple to reconcile we currently use a unique reference for every order. The unique reference is Patient ID (PX ID)/PO Number.
Our practice management system allows us to export transaction data - the common denominator is always the patient ID. By using the Patient ID and comparing the cost and retail price we can identify lenses that don't match the invoice.
I will explain in further detail to the successful candidate.
P.S I also use Quickbooks but hoping for a solution that is easier to implement.
Sohail K.
95% (26)Projects Completed
29
Freelancers worked with
27
Projects awarded
28%
Last project
21 Apr 2021
United Kingdom
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