Product Description Writer Projects

CRM Automation Specialist (Ad-hoc Contractor)

We're a consultancy in the payments space. We're a remote, dynamic team and rely heavily on HubSpot, automation, and clean process to scale. ⸻ The Role We’re looking for a hands-on CRM Automation Specialist to own, build, and maintain our revenue systems. This is a fractional contractor role, ideal for someone who enjoys fixing real-world operational problems, improving automation, and making data reliable. You will work closely with the founder to translate business workflows into clean, scalable CRM and automation logic. ⸻ Key Responsibilities CRM & Pipeline Architecture • Maintain and optimise HubSpot deal pipelines • Ensure lifecycle stages, deal stages, and ownership rules are consistent and enforced • Improve lead → deal → live customer flow across providers Automation & Integrations • Build and maintain Zapier automations (HubSpot ↔ forms ↔ tasks ↔ follow-ups) • Debug failed or looping automations • Improve reliability, logging, and error handling Data Quality & Reporting • Ensure reports reflect reality (lead to live, conversion rates, SLA tracking) • Reduce manual checks and edge-case failures • Support KPI dashboards for sales & operations Process Translation • Convert real-world workflows into CRM logic (not theory) • Suggest improvements where systems are fragile or unclear • Document automations and logic clearly ⸻ What We’re Looking For Must-Have • Strong HubSpot experience (We currently use starter packages with zapier workflows) • Deep Zapier knowledge (filters, paths, error handling, sequencing) • Experience supporting sales or ops teams (not just marketing) • Comfortable working with imperfect data and evolving processes • Clear communicator — can explain why something works or breaks • Based in UK, Europe or within 2 hrs of BST Nice-to-Have • Experience in payments, SaaS, or services businesses • Familiarity with lead rotation, SLA tracking, and sales workflows • Comfort working directly with founders ⸻ Working Style & Contract • Fractional: approx. 5–15 hours per month • Ad-hoc tasks + ongoing system ownership • Fully remote • Contractor / freelance arrangement ⸻ How We Measure Success • Reduction in automation errors • Fewer manual fixes required by the founder • Cleaner reporting and faster decision-making • Sales team trust in CRM data To Apply, please include: • A short note on your relevant experience • Examples of similar automations you’ve built (brief description or screenshots) • Your availability and pro rata/hourly rate

Part-Time VA: LinkedIn, Lead Gen & Social Media Management

Project Description: I am looking for a proactive and organized Virtual Assistant to support my brand’s digital presence and lead generation efforts. This is a long-term, part-time role requiring approximately 10 to 20 hours per month, with the potential to scale as we grow. The ideal candidate is someone who understands B2B engagement, is tech-savvy, and can work independently to keep our channels active and our pipeline growing. All while using human generated content, not AI. The use of AI tools can be used to assist you in your function. Key Responsibilities: LinkedIn Management: Drafting 2-3 engaging posts per week with content suggestions; engaging with comments and relevant industry posts. Lead Generation: Identifying target prospects based on specific criteria and conducting initial outreach/connection drafts for our review. Industry Updates: Monitoring news/trends in specific industries and summarizing key points for content or internal use. Website & Social Media: Basic content updates to our website (WordPress) and cross-posting content to other social platforms (Instagram/Twitter). Admin Support: Managing a simple CRM or spreadsheet to track lead progress. Requirements: Excellent written English and communication skills. Experience with LinkedIn (Sales Navigator experience is a plus). Familiarity with social media scheduling tools (e.g., Buffer, Hootsuite, or Canva). Basic understanding of CMS platforms. Highly organized and able to meet weekly deadlines. Budget & Hours: Rate: $5 - $10 per hour. Volume: 10–20 hours per month (approx. 3–5 hours per week). Type: Ongoing monthly collaboration. How to Apply: Please start your proposal with the word "PROACTIVE" so I know you’ve read the full description. Briefly outline your experience with LinkedIn lead generation and provide examples of social media accounts you have managed.

I am looking for UK based small business owners

Free 3-Month Virtual Assistant Trial for UK Small Businesses Are you a UK-based small business owner who feels stretched for time and could genuinely use extra support? We’re launching a new Virtual Assistant service and are looking for a small number of businesses to take part in a 3-month free trial. This is a real, hands-on trial — not a demo — where you’ll receive practical help with day-to-day business tasks in exchange for honest feedback. What we can help with Your VA can support you with tasks such as: Graphic Design – social media graphics, flyers, brochures, reels, posters, documents Admin Support – emails, note writing, blog posts, diary management, calls Bookkeeping – maintaining records, preparing accounts for tax submission Research – market, competitor, product or customer research Business & Marketing Planning – growth strategies, financial forecasting, performance analysis And much more, based on what you actually need help with. This trial is perfect if you: Are juggling multiple responsibilities and short on time Have tasks you know need doing but keep getting pushed back Want reliable, flexible support without committing to long-term costs What you’ll receive 3 months of virtual assistant support – completely free Real help with real business tasks A service worth several hundred pounds, at no cost Payment of the project price will be made on successful completion of the trial To take part, you must be willing to: Commit to the full 3-month trial period Delegate genuine tasks that support your business Communicate regularly and provide feedback during the trial Share feedback at the end to help us improve the service If you are interested please get in touch and tell us: A little about your business The types of tasks you’d like help with How a virtual assistant could make your work life easier Spaces are limited, so we’re looking for businesses that are ready to actively use the support.

Apply for the Mirrorfy Creator Program

Hello you WONDERFUL creators, Here at Mirrorfy, we believe that attention is currency, and content is the engine that drives it. In today’s business world, content is king—and creators are rewriting the rules. That's why we're starting the Mirrorfy Creator Program because we know how valuable creators are in today's economy. Company/Program Information: Mirrorfy is building an AI social product that lets you share every micro-moment with your AI friends. We stripped away the friction. No taking photos, no editing, no writing captions. Just point your camera at the world and talk. It’s the easiest way to capture the texture of your daily life. We're looking to bring on and train motivated creators to join the team to help grow the company Who we're looking for: Motivated, self-starter, and curious to dive deep into content creation Someone who constantly innovates Fun, extroverted, creative personality Not afraid to be in front of a camera Chronically online on Instagram and TikTok Commitment: 5-7 videos/week (3-5 hrs per week) for dedicated Mirrorfy-related content One 30-minute weekly team call at a time convenient for you. Here's what you get: $15/video ($75 - $105 per week) + bonuses (based on views and performance) Work closely with me and the leadership team to learn the skills necessary to make viral content consistently

opportunity

Senior React Native Developer (Mobile & Web)

Responsibilities Build and maintain high-performance React Native apps (Android-focused, some iOS). Design scalable mobile architecture and reusable components. Bridge React Native with native Android (Kotlin/Java) and iOS (Swift/Obj-C) code. Contribute to our React web app using React and Tailwind CSS. Collaborate with designers, product managers, and backend engineers. Ensure code quality, performance, testing, and CI/CD automation. Mentor developers and help define mobile best practices. Requirements 7+ years mobile development experience (5+ years React Native). Strong React Native internals and native module bridging experience. Solid Android expertise and working knowledge of iOS. Experience with React (web), Tailwind CSS, and modern front-end tooling. Familiarity with Redux Toolkit or MobX, REST APIs, and mobile performance optimization. Experience with CI/CD (Fastlane, GitHub Actions, Bitrise, or EAS). Strong Git skills, communication, and ownership mindset. Bonus E2E testing (Detox, Appium) and unit testing (Jest, Vitest). App Store / Play Store submissions. Expo, EAS, OTA updates, analytics, or SDK integrations.

Global B2B SaaS Stripe payment Setup (No Code Required)

START OF BRIEF Project: Global B2B SaaS Stripe Setup (No Code Required) I need a Stripe expert for a remote co-working session to configure my dashboard. No coding is required as my developer will handle the integration; I just need someone who knows the Stripe settings inside-out. We have a SaaS platform for global users and need to ensure the following logic is 100% correct. 1. Priority #1: Advanced Bank Transfers (The Most Important Method) We need to configure "Virtual Bank Accounts" via Stripe’s Automated Bank Transfer system. The priority is that our B2B clients receive a professional invoice with unique local bank details (Account Number/Sort Code) in their own local currency. This must be enabled for the UK, EU, USA, Japan, and Mexico so big B2B clients can "push" payments to us exactly like a local vendor. NOTE: This is our most important payment method and must be the primary focus of the setup. 2. Detailed Global B2B Payment Strategy In addition to Bank Transfers, we need to cater to specific markets with the following. Please note: We do NOT want Apple Pay, Google Pay, or Revolut Pay. Global Baseline: Enable Credit/Debit Cards (Visa, Mastercard, Amex) and PayPal for all 50+ target countries. USA: Enable ACH Direct Debit. This is mandatory for our US B2B clients to avoid card fees. United Kingdom: Enable Bacs Direct Debit for the 12-month monthly contracts. Europe: Enable SEPA Direct Debit. Also enable iDEAL (Netherlands) and Bancontact (Belgium). China: Enable both Alipay and WeChat Pay for full coverage. South Korea: Enable local South Korean Cards. Middle East: Ensure Card support is optimized for local currencies (AED, SAR). 3. Pricing & Subscription Logic Ad Packages: £100 per advert. Users can select multiple adverts with a "volume discount" (the more they buy, the cheaper the unit price). Annual Plan: Standard yearly subscription that can be canceled anytime. Monthly Plan: 12-month minimum contract, restricted to UK customers only (legal/accountability reasons). 4. Branding & Compliance Apply our website theme, logos, and branding to all Stripe invoices and hosted pages. Implement our "Terms of Business" into the checkout flow so users must agree before paying. 5. Stripe Tax & B2B Setup We need to activate Stripe Tax and Tax ID Collection. This ensures that when a business in another country enters their Tax ID, Stripe automatically validates it and sets the tax to 0% (Reverse Charge). Developer Note: We will use the command "automatic_tax[enabled]=true". Product Mapping: Use Tax Code txcd_10103001 (SaaS - business use). 6. Regional Restrictions Ensure the "Monthly 12-Month Contract" plan is hidden or blocked for any user whose billing address or IP is outside of the United Kingdom.

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Remote Airbnb / Serviced Accommodation Property Manager

Overview We are a UK-based property management company expanding into serviced accommodation (Airbnb-style short-term rentals). This is an exciting opportunity for an experienced virtual assistant or property manager to take full operational control of a growing portfolio — starting in the UK and eventually expanding internationally. You’ll be joining at the ground floor of a brand-new division backed by an established property company. We’re looking for someone who can manage listings, guests, cleaners, and pricing with confidence and initiative — and grow with us as the business scales. Role Summary You’ll be responsible for the full day-to-day operations of our serviced accommodation properties, ensuring a smooth guest experience and excellent performance across all platforms. Key Responsibilities -Set up and manage listings on Airbnb, Booking.com, Expedia, VRBO, and others -Communicate with guests before, during, and after each stay -Coordinate cleaning and maintenance teams for turnarounds and issues -Manage calendars and implement dynamic pricing strategies -Monitor reviews and guest ratings; respond promptly and professionally -Liaise with landlords, contractors, and internal teams as required -Provide simple daily updates via WhatsApp, voice notes, or email You’ll receive all the media and property descriptions from us — your role is to upload, manage, and run each property like it’s your own. What We're Looking For We want someone with solid experience managing short-term rentals or serviced accommodation. -You should be confident using common tools in the industry, great with communication, and comfortable taking ownership. Excellent written and spoken English is essential. You’ll need to be independent and able to work without micromanagement, but still collaborative and proactive with updates. Experience with tools like Hospitable, Guesty, Hostaway, PriceLabs, or similar platforms is preferred — but not required if you learn quickly and can recommend strong alternatives. Compensation We offer a hybrid model that reflects performance and long-term potential: -Monthly retainer to cover availability and setup -Percentage of monthly revenue for each property you manage P-erformance bonuses tied to 5-star reviews and occupancy rates This role is starting part-time but is designed to grow with you. As the portfolio expands, so will your income — and we fully expect the right candidate to eventually lead a team. Ideal Candidate -1+ year of serviced accommodation or Airbnb experience -Great written English and confident with guest messaging -Comfortable using or learning property management systems -Strong attention to detail and problem-solving mindset -Available for flexible working hours with emergency support if needed -Eager to grow with a brand-new division and make it your own If you're excited by the idea of helping launch and lead a serviced accommodation business — with real autonomy and room to grow — we’d love to hear from you. Apply now and let us know: -A bit about your experience with short-term rentals -Your availability (including time zone) -Any tools or platforms you’ve worked with

Sales Operations Account Analyst

The Account Service Analyst's primary responsibilities are customer facing, working directly with Ralph Lauren Accounts and Sales on order management and execution of all post market activities while providing business support to multiple parties through order analysis and reporting. Essential Duties & Responsibilities Responsibilities: Financial Responsible for order management of assigned Sales territory including entering, confirming and maintaining customer orders to ensure accuracy. Territory can include Department stores, Specialty stores, International accounts, and Intercompany accounts. Validate Account's seasonal buy, as well as in-season reorders against order confirmations and clearly communicate and resolve discrepancies Monitor Account's weekly order fulfillment to identify and communicate to Management all concerns that may impact order fulfillment and cause financial risk Review and communicate to Sales and Accounts all issues impacting deliveries, including late receipts, product shortages, style updates, quality issues and transportation delays Account Management Build strong business relationships with accounts and buyers by partnering with Sales to understand account specific preferences and requirements Develop a clear understanding of Brand and business process requirements specific to the division. Maintain and update orders based on customer requests and direction from Sales. Ensure accuracy and understand financial impact of any changes Support multiple markets/seasonal customer buys, ensuring order integrity in partnership with Sales and their account base Identify when to involve Management in issues that require problem solving and decision making Track and report deliveries through warehouse management system until invoiced Analyze and review Account's PO status and provide updates to Sales and Accounts as needed Travel to Corporate offices Core Competencies • Understand how to effectively prioritize assignments and tasks to meet goals • Develop and build relationships with internal and external partners • Ability to analyze issues and make effective decisions • Professional written and verbal communication skills. Time management and organizational skills, ability to multi-task and prioritize workload in a fast- paced and demanding environment Experience, Skills & Knowledge Knowledge/Skills/Abilities Technical Skills Demonstrate ability to learn and navigate in SAP order management system and PKMS warehouse management systems SAP experience preferred • Intermediate Excel skills including formatting, pivot tables, V-look ups and working with formulas Analytical Skills: Aptitude for numbers and data interpretation Basic knowledge of retail math Able to quickly learn business processes and systems Ability to recognize inaccurate data or potential system errors and identify issues that require immediate attention Leadership skills Excellent Interpersonal and communication skills. Ability to effectively communicate with individuals at all levels of the organization Ability to work effectively and collaborate in a team environment Professional presentation skills Ability to work independently, self-motivated, and possess a strong work ethic. Experience Requirements: Undergraduate degree - Liberal Arts, Business preferred A minimum of two years of business-related experience or Retail experience preferred

Game Layout Artists to visual facelift a card game prototype

I am seeking a Dextrous-proficient designer (or an experienced board game enthusiast with high-end aesthetic taste) to provide a professional visual facelift for a deck of training cards. The deck is aimed to be used as an exercise for process improvement and project management trainings. The project is currently in a "Functional Prototype" stage. All logic, mechanics, images, and text have been finalized within Dextrous. However, the current layout uses basic rectangular text zones, standard borders, and lacks the "premium aesthetic" required to engage training participants. I am NOT looking for image generation, content writing, or game mechanical changes. I need you to take the existing amateurish "raw" content and make it look elegant, sophisticated and professional. Specific Requirements: - Dextrous Expertise: You must be comfortable working within the Dextrous.com layout engine (managing layers, style inheritance, and dynamic text). - The "Board Game" Eye: You don’t need a degree in design, but you must understand what makes a "good-looking" card. You should have experience playing or handling modern, high-quality board games (e.g., Everdell, Scythe, Love Letter, Berserk, Libertalia or high-end TCGs). - Managing Density: These cards are text-heavy by design. The challenge is to make/keep this text readable and inviting without cutting a single word. This is an educational tool, not a commercial product. - Discretion & Confidentiality: The content of these cards represents internal corporate training methodology and specific process "pain points." As a requirement, the successful candidate must exercise absolute discretion. This means the specific text, data, and internal terminology used in the deck must be treated as confidential and may not be shared, reproduced, or featured in public portfolios or case studies without explicit written consent. Key Deliverable: template modernization. Redesign the base Layout of the 2 most common cards in Dextrous. With your skills it shouldn't take more than an hour. Maybe another hour to fully grasp the concept and to do some follow up changes This is a non-commercial, educational project aimed at improving the way professionals learn to solve problems. If you love board game design and have a "minimalist/pro" style, this is a clean, structured project with all content ready to go.

Short‑Form Video Editor for UGC‑Style Service Ads

Create 30–60s vertical testimonial‑style videos for local trade businesses (starting with roofers). Overview: I’m testing a new service for local SMEs in the trades: turning 4–5‑star customer reviews into short, cinematic videos for websites and social media. I need a low‑cost video editor to turn my detailed prompts and reference files into visually strong, UGC‑style vertical videos. What you will create: 45–60s vertical 9:16 videos (TikTok/Reels/Shorts). Based on time‑coded prompts I provide (e.g. 00:00–00:05 before shot, 00:05–00:20 arrival, 00:20–00:40 transformation, 00:40–00:60 CTA). “Show, don’t tell” service fulfilment: before/after, close‑ups of tools, hands, materials, process shots, movement. On‑screen text overlays for key ideas and CTA (e.g. “TURNED UP & COMPLETED”, “5 STARS”, “REPLY ‘ROOF’ FOR FREE QUOTE”). Simple sound design: background music and adding supplied or AI voiceover. What I will provide: A written prompt for each video, including structure, scenes, transitions and CTA. The review text (voiceover + optional on‑screen text). The business website for logo/brand reference. A Trade_Video_Reference_Library sample video file (style and pacing). A Video Production Quality Control Checklist (clear pass/fail criteria). Knowledge‑base/reference files where needed. Your responsibilities: Use stock, AI clips or supplied visuals to match each prompt as closely as possible. Follow the QC checklist, including clear before/after contrast and strong visual storytelling. Add basic motion graphics when requested (e.g. stars, impact dust, CTA frame). Deliver MP4 optimised for Reels/TikTok/Shorts, plus project files if possible. Style & quality: UGC‑style authenticity: slightly imperfect, gritty, real‑world feel suited to tradespeople. Still needs to look intentional and clear: clean framing, readable text, logical flow. Strong emphasis on: Before/after transformation. Hands, tools, textures, surfaces. Movement, time‑lapse, transitions. A strong final CTA frame. Initial deliverables (pilot): 3–5 finished 45–60s vertical videos as a test batch. Each one must follow its specific prompt and pass the QC checklist. If this goes well, there will be ongoing batches. Budget / pricing: Low cost is paramount – this is a concept validation phase. Please give your price per 45–60s video and your price for an initial batch of 3–5 videos. Ideal candidate: Short‑form video editor or UGC ads editor with examples of Reels/TikTok/Shorts, product/service ads, or testimonial‑style videos. Comfortable working from prompts, reference files and checklists. Fast, reliable, good communication, and able to keep costs low. Nice to have: experience with trades, home services, or performance‑focused social ads. Please include in your proposal: 3–5 examples of vertical short‑form videos you’ve edited. Tools you use (CapCut, Premiere, Final Cut, mobile, AI, etc.). Typical turnaround time per video. Your per‑video rate for ongoing batches (5–10 at a time).

Social media creation/posting x2 accounts for HR Consultancy

Hi Hi!! I have unfortunately had two bad experiences with trust and money being taken/services not delivered in the last three years from social media freelancers; so I am understandably wary and hoping that I can find someone to assist with my urgent social media needs. I need time back to focus on the business, specifically someone to take on my social media accounts on LinkedIn and Instagram. I have a niche, a strong personal brand and message. I run an HR consultancy, so knowing the challenges this possesses [selling a service not a product, and the antiquated view of HR], is going to be vital in me finding the right fit. Brainstorming potential [non-exhaustive] needs below: - Creation of posts, carousels and basic videos [I will record the videos] - Posting with appropriate knowledge of times, days and the best way to increase engagement. - Understanding the types of post, which platform and what is trending [incl. hashtags, best type of media on which day/time etc and any new ideas you think would work]. - Editing videos I already have from speaking gigs and podcasts etc to re use. - Cleverness with re-using media / finding fun ways to post and using media I already have [1000s of small to large video clips and imagery]. - I have a spreadsheet with ideas, post themes etc, however I am not a marketing specialist so would need the individual to understand buyers psychology, how to get my posts interacted with, what works/what doesn't. - Ultimate goal of lead gen via DMs / comments on posts and a strong sales pipeline built for 2026. - I am not focussed on likes and followers, however I do appreciate that the bigger the followers, the more my business is seen. - Bonus if you can do email marketing too [one per month]. - Must haves: Great written English, vocabulary, grammar and spelling. We can share a google drive, I am happy to also have my phone photo album for us by both of us for an easy way to share media. I have a lot of media already but no time to work on editing, hashtags and posting blah blah I am VERY open to ideas, taking direction if there is a video you think may work etc., photos you need me to take for a post. I work best being told what you need from me and by when. I am an owner with a sense of humour, and is needed [especially in HR], it can be good when mixed with knowledge-sharing posts and other themes [you would know what works best and when]. I'd like someone to take control who I can trust to log into my socials, create, post and the potential to monitor and even respond like me should the trust and relationship build that way in the future. A monthly retainer where we agree what is required etc is what I need and would like. This could be a long-term arrangement, so getting the right person is key. Trust. Communication and Honesty is my go-to with hiring freelancers. Especially those putting my business out into the world. This includes great written English, vocab and spelling. An agreement with confidentiality is required to be signed by both parties to ensure we are both protected. My budget is between £20-£35 per hour, but all dependant on the person/offering/relationship. Being able to work together is key. I am very busy and ADHD, so need reminding and telling. Thank you for reading! Kate Founder Elysian

Data Annual Form 10-k

Overview Accountants must be familiar with the amount of data required in the Annual Form 10-K filing and the Annual Proxy filing for publicly traded companies because they will use the data from these filings to research a company’s competitors. Accountants can even use the data from these filings in their personal life to research investment opportunities. Scenario In this milestone, you will prepare a valuation for a 1% minority shareholder on the assumption that your company is a “going concern” company, meaning that the company will be able to pay its financial obligations as needed for the foreseeable future. Directions In this milestone, you will provide a brief history and overview of the company you selected. Use your company’s most recent Form 10-K filing and SEC Annual Proxy filing from The Securities and Exchange Commission’s (SEC) website to gather the information described in the rubric criteria. You will also provide a brief summary of your findings for your valuation team members and include a visualization in the summary. Note: Refer to this module’s Discussion for the list of companies to choose from. Specifically, you must address the following rubric criteria: Links Provide the most recent SEC Form 10-K filing link for the company. Provide the most recent SEC Proxy filing link for the company. History and Overview Provide a brief company history overview based on external research of the company. Consider the following questions to guide your response: How long has the company been in business? Who was the original founder of the company? What significant changes to company leadership have occurred? How has the company changed since its beginning? Consider expansion of locations or products/services, etc. Identify all of the company’s major locations for their facilities and/or other properties. Identify all of the customers recognized by the company. List all of the names of the executive management team of the company. Identify all of the competition recognized by the company. Identify all of the major shareholders of the company. Describe business risks recognized by the company. Explain how the company is committed to environmental, social and governance (ESG) efforts and sustainability. Describe the company’s leadership in energy and environmental design (LEED) status. Consider the following questions to guide your response: Is the company currently LEED certified? If the company is not currently LEED certificated, is it working toward becoming LEED certified? Summary Summarize your findings for the valuation team. Include the following details in your response: Explain what you learned as you researched the company. Identify the key points the valuation team needs to be aware of. Create at least one effective visualization that supports key points. Include the following detail in your response: Provide appropriate labels for the visualization(s). If you need writing support, access the Academic Support module of your course. What to Submit Submit the Business Valuation Template with the Milestone One: Introduction section completed. The Introduction section should be an additional 4- to 6-page Microsoft Word document with double spacing, 12-point Times New Roman font, and one-inch margins in addition to the current page count. Sources should be cited according to APA style. Note: You will be using this same file throughout all the milestones and your project. Supporting Materials The following resources support your work on this assignment: Website: U.S. Securities and Exchange Commission This website allows users to search for a publicly traded company and find their published financial statements. Use this website to find your company’s 10-K filing.

opportunity

Microsoft Dynamics 365 Finance Setup and Config

We are seeking a Finance Data Migration Consultant with a strong understanding of core accounting principles and bookkeeping to set up our Microsoft Dynamics 365 Finance environment. The project involves migrating 18 months of historical data from Sage 50 and configuring specific workflows for Accounts Payable and Employee Expenses. All current historical data relates to our UK entity but we will in due course be operating accounts for UAE and Global as well which needs to be factored into the setup of Dynamics setup. Key Responsibilities 1. Historical Data Migration - Scope: Import approximately 18 months of historical records, primarily focusing on transactional data and payroll journal summaries. - Source Data: We will provide the historical data in 3 Excel files (already exported from Sage 50). You will aid in loading this data into Dynamics 365 Finance, ensuring proper dating and categorization of all opening balances and transactions. - Reconciliation: Perform comprehensive, auditable reconciliation checks between the final Sage 50 reports and the imported Dynamics 365 balances to guarantee zero data loss and absolute accuracy post-migration. 2. Functional Setup Context: We are a largely remote business and therefore require automation of entries into the ledgers in the first instance, and the ability to track invoices or expenses through an approval process – confirming the expense as a valid business expense for services received or goods received, from the correct counterparty and for the correct amount.  This needs to be done within the “system” with approvals “signatures” noted electronically within approval limits. - Accounts Payable (Invoice Management): We require a simple, lightweight approach to handle invoices for services subscribed to or products purchased. - Email Ingestion: Setup must include a workflow where invoices sent to a specific company email address are ingested/handled within Dynamics 365. - Employee Approval & Audit: We need a way for employees to either enter items (for expected invoices) or approve invoices that have come in. This must include a simple audit process to track exactly who entered or approved the expense. - Employee Expenses: Configure the Expense Management module (or appropriate workflow) to allow team members to easily upload and submit expense claims for approval Each of these categories can be served by an add-in or configuration of the stand Prerequisites - Proven experience with Microsoft Dynamics 365 Finance implementation and data migration. - Strong knowledge of Sage 50 structures to understand the source data. - Ability to configure email-to-invoice workflows (via standard D365 features, OCR, or Power Automate). Timeline - We are able to have a call to go over the requirements/deliverables if required. - Please provide an outline of your proposal to fulfil the requirements outlined above and an estimated timeline for the full process (Migration + AP/Expense Setup). e.g., 1-4 Days, 1 week.

opportunity

Build Integration to send IONOS Web Orders to Kipos POS

We run a food takeaway and need a developer to build an integration so that orders placed on our IONOS webstore are automatically sent into our Kipos account (https://app.kipos.uk/) and print straight to our kitchen/printer setup with no manual re-entry. This must be production-ready: fast, reliable, and built to handle busy service periods. What the integration must do 1) Capture new online orders from IONOS Detect new orders as soon as they’re paid/confirmed (or the correct “ready for kitchen” status) Pull all relevant order data: Order ID, timestamp Customer name + phone/email Delivery vs collection Address (delivery) / pickup details (collection) Requested time: ASAP vs scheduled (time slot if applicable) Customer notes (allergies, “no onions”, etc.) Items, quantities, variants Modifiers / add-ons / extras (e.g., “extra cheese”, “no sauce”, spice level) Discounts / delivery fee / tips (if present) Payment method/status 2) Create the order in Kipos exactly as the kitchen needs it Push the order into Kipos so it lands in the correct screen/queue as an online order Map all the required fields Ensure delivery/collection is correctly set and visible on print tickets Include requested time clearly (especially for scheduled orders) 3) Auto-printing to kitchen printers Orders arriving in Kipos should auto-print to our configured printer(s), or be inserted into the correct Kipos workflow/status that triggers printing. Key requirements (takeaway-specific) Modifier & note handling (critical) Must support multiple modifiers per item, and multiple items each with their own notes Preserve formatting so the ticket is easy to read during service Handle edge cases like: “No X” and allergy notes Duplicate prevention + reliability No duplicate tickets/orders if a webhook retries or the sync is re-run Retry + failure handling: Automatic retries Clear error logs Optional alert (email) if an order fails to sync Operational timing Webhook/event-driven preferred (near-instant) Polling acceptable only if webhooks aren’t available, but it must still be reliable and efficient Security Secure credential storage (environment variables/secret store) HTTPS, least-privilege access Preferred technical approach We’re open to the best implementation, but we expect this to be either: Middleware service (recommended): listens for IONOS orders and posts to Kipos or Direct plugin/integration if IONOS supports it. Deliverables Working live integration: IONOS → Kipos order creation + printing workflow Configuration options: Which order status triggers sending Item/modifier mapping method Logging dashboard or structured logs (success/failures, retries, duplicates) Documentation: Setup steps How to update menu/mappings Troubleshooting guide Test evidence: At least 10 varied test orders (modifiers, delivery/collection, scheduled/ASAP) Source code + handover (Git repo or zip) Short post-launch support period (bug fixes) Acceptance criteria A new IONOS order appears correctly in Kipos within an agreed time (e.g., under 60 seconds if webhook-based) Ticket prints automatically (or via correct Kipos status trigger) without staff interaction Items, modifiers, notes, times, and delivery/collection details are accurate and readable No duplicates under retries/network issues Clear logs for each order’s sync status To include in your proposal Your recommended approach (webhooks vs polling, architecture, hosting) Relevant experience (POS integrations, online ordering, printers/kitchen workflows) Estimated cost + timeline (phased: build → test → deploy) What you need from us (API access, sample menu, Kipos printer workflow details) Info we can provide to speed things up Sample orders (with modifiers/notes) Our current IONOS product list/menu structure Screenshot/video of our Kipos order screen + print output requirements Printer setup details inside Kipos (single printer or multiple stations)