Kashflow Projects
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Past "Kashflow" Projects
help for limited company accounts and corporation tax returns
We use zero kashflow and xero we use digita accounts suite we need regulatr help to do a number of limited compaby accounts - 1/2 a week . needchelp on 20 or so in next 3 months
opportunity
Compliance & Invoice systemisation using ASP and MSsql
WE currently have a CMS called Red Kite Live built in ASP that links to MsSql held in Azure. I need to integrate the invoices received and accompanying compliance documentation into this system. I attach a detailed brief. We use Kashflow accounting that has an API. There is no API for Red Kite Live I have had some development work done already but it will need rewriting into ASP and building into Red Kite Live. I estimate 3 days work
opportunity
Prcoess systemisation using Access or Power Platform
Red Kite Recycling is a waste management brokerage. We provide waste management services for companies with multiple sites and multiple waste streams. We engage the services of local or national companies to provide specific waste requierements to clients on our behalf. We use a browser based portal for recording all waste movements, and reporting to our clients. Separately, our accounts department use Kashflow to manage purchase invoices received from our Waste Receivers. A waste receiver cannot be paid for the service until hey have provided to us ALL the legal compliance information required. This may involve multiple documents. Until recently the process of logging purchase invoices and checking that the necessary documents had been provided was a manual process. With most waste receivers now providing electronic documentation we can upgrade our systems to accommodate this change. A Waste Receiver’s invoice may contain multiple transactions or movements within the same invoice. Each transaction or movement may require some or all of the documentation listed below: Document Name Document Code Explanation Duty Of Care DC A legal requirement for the movement of waste Weighbridge Ticket WB Document with weight of materials Certificate of Destruction CD Some clients require a certificate of destruction to accompany the disposal of their waste Collection Note CN A collection of something other than waste eg: storage unit or fence panels Delivery Note DN A Delivery of something other than waste eg: storage unit or fence panels Pictures IMG Evidence of something to attach to the movement such as contamination Other OTH Something not listed above These codes are not yet embedded within our system but will help to organise information requirements. We will need ability to add to this list Our accounts department currently keeps a paper record of what is not attached to the invoice and is required from the Waste receiver before we can process their purchase invoice. When we have all the necessary documentation from them we do two things : 1. Complete the entry of their purchase invoice onto our Kashflow accounting software enabling their purchase invoice to go through for payment in due course 2. Enter the details of the transaction or movement onto Red Kite Live so that we can bill the Waste Producer As you can see the Waste Producers invoice is ‘stuck’ until they have provided us with all the information that we need. They cannot get paid and we cannot raise a bill to our client. This new system will help us to manage the process more effectively and I propose a system to manage this. Within the brief is a suggested management template to do this that links to Kashflow API. The Kashflow API is still under developement so I would need the ability to update when they make changes to it or receive ongoing support when it does break. I am budgeting 3 days work Timing: commission by 24th Nov Testing : 4th December Going live 11th December
Organising data and setting up zapier
I need help getting my data/client list sorted and getting zapier set up to automate future additions. I currently have a main list of clients on google sheets then some of these are on my accounting software (Kashflow) some are on mailchimp, some are on a couple other databases (setmore, whatconverts) but its all a bit all over the place, I need all the data from my main google sheets list placed onto Kashflow, mailchimp, stannp, setmore etc then zapier set up so all future additions to any of these will be added to each of the others.
Bookkeeping in Kashflow
10 hours of bookkeeping services using Kashflow, and related administration tasks. You must be located within commute distance to Edinburgh as some face-to-face meetings are required.
opportunity
Kashflow Expert
Hi We are looking for a Kasflow expert who can take information via API from an ordering portal into Kashflow. See attached PDF, this is the information and possibly more we want to be able to come into our Invoices and Purchase invoices from our ordering portal. We can let the developers give you access to it or you can work directly with the developers to get this done
Xero payroll and accounting set up and support
We have just moved over from Kashflow to Xero accounting software and have been advised to do the same for our payroll system. We are seeking ongoing support in managing the new Xero accounting software, setting up the payroll and having someone run it each month. The individual would work with our Senior Adminstrator to implement and improve our use of these systems and financial systems across the business. Please quote for monthly payroll, the set up and then an hourly rate for ad hoc support.
pre-fundedurgent
I need a bookkeeper/accounting/VAT/TAX/PAYE advisor - UK/France
Hi - I am looking for a bookkeeper to save me and drag me out of the mire I have got into with my accounts. I have an accountant but they simply want to deal with end of year accounts and nothing more. I need someone who understands e-commerce, Paypal and Stripe, as well as other banks such as Barclays, Revolut. I use Kashflow - but happy for the accounts to be moved onto Xero or equivalent - I just have no time to do this. I have a growing Ltd company business, current turnover between 120K-200K, but forecast to healthily increase. We are in media publishing (international magazine), online and in-person training, and have just launched our new training programme. We deal with international payments and we are wanting to set up a subsidiary or similar in France (where I reside - this is complicated). So I need someone who understands if possible both UK and French accounting - but at the moment it is just the UK accounting that is urgent! I am no longer able (and frankly haven't been able for over a year) to do my accounts and need someone savvy in all things accounting who can take on this job and be my financial saviour for the years to come. I need someone who can be an independent thinker and come up with useful strategies. There will be tax advice needed, VAT to do, and as we take on employees, mine and other PAYE to do, as well as branching out into other countries, initially France. The initial work will be tedious, getting everything back into some semblance of order, and I will help as much as I can if you guide me - but I really want to hand it over and largely forget about the stress of the accounts. I'm not looking for cheap, but I'm not looking for over priced either, I will pay what is deserved no quibbles on return of invoice. I am a fair employer/person - just completely drowned now in accounts. I have Companies House and HMRC on my back and am getting fined left, right and centre. I need someone to take my mess and make it into something financially beautiful and grow with me and my company. PLEASE HELP.
Setup Shopify -to- KashFlow process (bookkeeping / accounting)
Looking for someone with experience of Shopify UK sales and UK accountancy / bookkeeping to configure data transfers / mappings from Shopify sales to KashFlow. Happy to use a tool to assist with this such as A2X to generate the weekly summary reports to enter into KF as journal entries if necessary. The Shopify shop sells for a UK based VAT registered company, we sell worldwide, therefore sales should be split accordingly for VAT reporting (UK, EU, ROW). Requirement to carry across the sales figures for the 2 x products across into KF for reporting purposes. I'm looking for someone to configure the exports / mappings and write step by step instructions for someone to complete this activity on a weekly basis (in line with Shopify payouts). Also need to take Paypal payments into consideration. Happy to also consider ongoing bookkeeping if you offer this service. Please ask any questions, happy to provide further information if required. Please can you provide your fee to complete this work.
Bookkeeper for payment reconciliations
Hi I am changing over financial software, and need payments made both via our direct debit system, and direct to our bank, to be reconciled against customer invoices so I can close the old software down. It's straightforward and something I normally do myself but I am behind as it's been busy! The software is Kashflow & dd system is gocardless so if anyone has used those that would be an advantage but they are very straightforward. Possibility of on-going work if this works well, we are moving to Freeagent.
opportunity
Fix Kashflow integration on Django website
I have an ecommerce website running on django. Recently a server migration was performed, and the site updated to a newer version of Python. The site has an integration with Kashflow their API. Since migrating the server this integration no longer functions. I am looking for somebody to resolve this.
Prepare and submit CT for 2019
General information for the business: We sell artificial plants online and services Industry: Art and Design Kind of support: Bookkeeping, Cash Flow, End of year account, P&L, Report, Tax Description of support work: Dear Sir/Madam, The company was established in March 2016. Since then we have run our accounts by our self, without any external support (outsourcing). What do we need? • analyses of our bank account operations; • kashflow (an account software) operations needs to be checked and fixed according to operations on bank accounts; • CT report needs to be created and send for 2019; • MDs are not UK residents yet. Kind regards DM
Prepare and submit CT for 2018
General information for the business: We sell artificial plants online and services Industry: Art and Design Kind of support: Bookkeeping, Cash Flow, End of year account, P&L, Report, Tax Description of support work: Dear Sir/Madam, The company was established in March 2016. Since then we have run our accounts by our self, without any external support (outsourcing). What do we need? • analyses of our bank account operations; • kashflow (an account software) operations needs to be checked and fixed according to operations on bank accounts; • CT report needs to be created and send for 2018; • MDs are not UK residents yet. Kind regards DM
Submit Company Tax and accounts
I am currently behind the deadline in few days, my accounts are on kashflow (and ready). I'm looking for an accountant based in the UK to submit CT to HMRC as soon as possible. In addition to submit the accounts, i will have few questions related.
opportunity
Web based application
At the moment we use a number of Excel sheets to monitor our operations and processes, and we would like to create a web-based application to house all of these. The aim is to help us stop having to repeat a number of tasks, which would save us time and increase productivity. Some of the features/functions we would like: Transport: Create New Consignment - This is merely just adding a new job transport job (collection/delivery) Create New Driver - Somewhere where we can add/save driver details, so we can assign the consignment to a driver. We should be able to record our miles and fuel - this will be needed to calculate costs/profit. Operations: Create New Manifest - So we can download/print a list of the jobs assigned to each driver for that particular day/shift. Customer Services Address Book - Somewhere where we can store address/contact details for customers and suppliers - to be used for sales and supplier invoices, as well for booking in a consignment for the purpose of collection and delivery addresses. Quotations - Somewhere where we can save the quotes sent out to customers, and quotes received from suppliers. Accounts: Customer Consignment Price - At the moment on our Excel sheet, we add customer price (breakdown of the price for the job, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total). Customer Sales Invoice - able to group together all jobs carried out for a particular customer - and then able to download as a report (PDF or Excel). We use Kashflow accounting, so we would like the information to be exported into an Excel/csv format, so we can upload it onto the accounting software. Supplier Consignment Cost - At the moment on our Excel sheet, we add supplier cost (broken down as, the quoted cost, waiting, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total). Source Commission - If have introducers who bring in business, and they are paid profit% on that particular consignment. This would be added to the total cost of the consignment. Remittance - Should be able to download this, so it can be sent to the supplier, informing them of the payment that will be made. This should include a summary of the jobs they have completed during the selected period (weekly, monthly). Some report functions we would like - please note we would like certain search filters (types of filters have been explained below) setup, and be able to download in PDF/Excel formats: Report: Customer Sales - All sales for a particular customer within a selected period. Report: Customer Statement - All payments made to the customer within the selected period. Report: Total Sales - All sales within a selected period. Report: Commission - On each job we add a commission if the work has come from a source. We would like to download/print a report on how much commission is being paid to particular introducer (is considered as a supplier) within a selected period. Report: Statement of Invoices - All invoices within a selected period (all customers). Report: Supplier Invoice - All jobs completed within the selected period. Report: Supplier Statement - All payments made to the supplier within the selected period. Report: VAT - For VAT paid out and VAT received within the selected period. Some filters that can be applied (where needed): Search by - Date Type: Invoice Date, Due Date. Search by - Period: This month, Last month, This week, Next week, Select date range Search by - Unapproved invoices, Approved, Approved and awaiting payment, Paid invoices We should be able to use this from any device, and not just from one computer within the office. Should compliment our company colour scheme. I've put down as much information as I can to explain what we are currently doing, and what we need. We will require some flexibility. Unlimited revisions until we are satisfied with the completed version. Please only send your final quote, please don't send a placeholder bid to discuss. If you do this and your proposal is accepted then you will have to complete the project for the price you sent.
opportunity
Web based application
At the moment we use a number of Excel sheets to monitor our operations and processes, and we would like to create a web-based application to house all of these. The aim is to help us stop having to repeat a number of tasks, which would save us time and increase productivity. Some of the features/functions we would like: Transport: Create New Consignment - This is merely just adding a new job transport job (collection/delivery) Create New Driver - Somewhere where we can add/save driver details, so we can assign the consignment to a driver. We should be able to record our miles and fuel - this will be needed to calculate costs/profit. Operations: Create New Manifest - So we can download/print a list of the jobs assigned to each driver for that particular day/shift. Customer Services Address Book - Somewhere where we can store address/contact details for customers and suppliers - to be used for sales and supplier invoices, as well for booking in a consignment for the purpose of collection and delivery addresses. Quotations - Somewhere where we can save the quotes sent out to customers, and quotes received from suppliers. Accounts: Customer Consignment Price - At the moment on our Excel sheet, we add customer price (breakdown of the price for the job, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total). Customer Sales Invoice - able to group together all jobs carried out for a particular customer - and then able to download as a report (PDF or Excel). We use Kashflow accounting, so we would like the information to be exported into an Excel/csv format, so we can upload it onto the accounting software. Supplier Consignment Cost - At the moment on our Excel sheet, we add supplier cost (broken down as, the quoted cost, waiting, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total). Source Commission - If have introducers who bring in business, and they are paid profit% on that particular consignment. This would be added to the total cost of the consignment. Remittance - Should be able to download this, so it can be sent to the supplier, informing them of the payment that will be made. This should include a summary of the jobs they have completed during the selected period (weekly, monthly). Some report functions we would like - please note we would like certain search filters (types of filters have been explained below) setup, and be able to download in PDF/Excel formats: Report: Customer Sales - All sales for a particular customer within a selected period. Report: Customer Statement - All payments made to the customer within the selected period. Report: Total Sales - All sales within a selected period. Report: Commission - On each job we add a commission if the work has come from a source. We would like to download/print a report on how much commission is being paid to particular introducer (is considered as a supplier) within a selected period. Report: Statement of Invoices - All invoices within a selected period (all customers). Report: Supplier Invoice - All jobs completed within the selected period. Report: Supplier Statement - All payments made to the supplier within the selected period. Report: VAT - For VAT paid out and VAT received within the selected period. Some filters that can be applied (where needed): Search by - Date Type: Invoice Date, Due Date. Search by - Period: This month, Last month, This week, Next week, Select date range Search by - Unapproved invoices, Approved, Approved and awaiting payment, Paid invoices We should be able to use this from any device, and not just from one computer within the office. Should compliment our company colour scheme. I've put down as much information as I can to explain what we are currently doing, and what we need. We will require some flexibility. Unlimited revisions until we are satisfied with the completed version.
opportunity
Web based application
At the moment we use a number of Excel sheets to monitor our operations and processes, and we would like to create a web-based application to house all of these. The aim is to help us stop having to repeat a number of tasks, which would save us time and increase productivity. Some of the features/functions we would like: Transport: Create New Consignment - This is merely just adding a new job transport job (collection/delivery) Create New Driver - Somewhere where we can add/save driver details, so we can assign the consignment to a driver. Operations: Create New Manifest - So we can download/print a list of the jobs assigned to each driver for that particular day/shift. Customer Services Address Book - Somewhere where we can store address/contact details for customers and suppliers - to be used for sales and supplier invoices, as well for booking in a consignment for the purpose of collection and delivery addresses. Quotations - Somewhere where we can save the quotes sent out to customers, and quotes received from suppliers. Accounts: Customer Consignment Price - At the moment on our Excel sheet, we add customer price (breakdown of the price for the job, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total). Customer Sales Invoice - able to group together all jobs carried out for a particular customer - and then able to download as a report (PDF or Excel). We use Kashflow accounting, so we would like the information to be exported into an Excel/csv format, so we can upload it onto the accounting software. Supplier Consignment Cost - At the moment on our Excel sheet, we add supplier cost (broken down as, the quoted cost, waiting, extras (like waiting, two-man, waste disposal etc), VAT, subtotal, total). Source Commission - If have introducers who bring in business, and they are paid profit% on that particular consignment. This would be added to the total cost of the consignment. Remittance - Should be able to download this, so it can be sent to the supplier, informing them of the payment that will be made. This should include a summary of the jobs they have completed during the selected period (weekly, monthly). Some report functions we would like - please note we would like certain search filters (types of filters have been explained below) setup, and be able to download in PDF/Excel formats: Report: Customer Sales - All sales for a particular customer within a selected period. Report: Customer Statement - All payments made to the customer within the selected period. Report: Total Sales - All sales within a selected period. Report: Commission - On each job we add a commission if the work has come from a source. We would like to download/print a report on how much commission is being paid to particular introducer (is considered as a supplier) within a selected period. Report: Statement of Invoices - All invoices within a selected period (all customers). Report: Supplier Invoice - All jobs completed within the selected period. Report: Supplier Statement - All payments made to the supplier within the selected period. Report: VAT - For VAT paid out and VAT received within the selected period. Some filters that can be applied (where needed): Search by - Date Type: Invoice Date, Due Date. Search by - Period: This month, Last month, This week, Next week, Select date range Search by - Unapproved invoices, Approved, Approved and awaiting payment, Paid invoices We should be able to use this from any device, and not just from one computer within the office. Should compliment our company colour scheme. I've put down as much information as I can to explain what we are currently doing, and what we need. We will require some flexibility. Unlimited revisions until we are satisfied with the completed version.
Xero Migration
General information for the business: we sell products and services. Description of support work: We need simple data migration from Kashflow to Xero.
Dynamic invoice table with autofill simular to quickbooks/kashflow etc
I require a table to input invoice items e.g. Parts and Labour. I want the columns to be Item no, this will match to items stored in my database and autofill the rest unless the item isnt stored in the database then it will add it. The remaining columns are description, price, qty, vat, net price which should autofill based on item no and that matches to the database.
Kashflow accounting
I have just started to use Kashflow and was looking for someone to be able to keep everything up to date with bank reconciliation etc. I am also using receipt bank. Please contact me if this is something you would be interested in. Many thanks Chris