Phoenix - Your AI AssistantSage Erp X3 Projects
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opportunity
Microsoft Power BI API feed from Shopify
I need an API link created to move Shopify data into Microsoft Power BI. I already have APIs running from the core ERP system - these would need to have common ID fields and link. I am on holiday now until Tuesday 12th August.
opportunity
Power BI report to replace a current Excel report
We want to upgrade an existing report which is run in Excel to Power BI. The data is coming from our Epicor ERP system which is linked to Power BI via a Dataflow. See the existing design of the report in the attachments, we would want to match this but make it fully refreshable and live, and to be able to move customers around between groups without causing problems. Some of the budget data may be held in a Sharepoint site but all the actual data will be held in Epicor. We will start by creating one for one of the reps and then copy this for the other reps. More detail including field names etc will be shared by our in hour ERP technician.
opportunity
Front-End Dev JavaScript expert
3 weeks Front-End Project-1: Responsive ERP Internal system (for all devices with light and dark mode) 12-07-2025 Tech uses: React(reusable components or modules), JavaScript, etc.. Please check the attached file for the further details
Need an accountant asap
Key Responsibilities: Financial Reporting & Management: Prepare monthly, quarterly, and annual financial statements for multiple business entities, ensuring compliance with UK GAAP and IFRS where applicable. Prepare consolidated financial statements for the group of entities, ensuring accurate elimination of intercompany transactions and balances. Ensure that all financial transactions are properly recorded, reconciled, and documented across different business units. Prepare management accounts and provide business leaders with key financial insights and recommendations. Tax Compliance & Planning: Prepare and submit timely UK corporation tax returns and manage VAT returns for each business entity. Oversee PAYE and National Insurance contributions for the business, ensuring compliance with HMRC regulations. Ensure compliance with tax laws, including identifying opportunities for tax relief, allowances, and deductions. Cash Flow Management & Forecasting: Manage cash flow across multiple business entities, ensuring adequate liquidity and operational efficiency. Provide regular cash flow forecasts for each entity, including managing working capital needs and projections for future periods. Budgeting & Financial Planning: Assist in the preparation of annual budgets for each entity and ensure alignment with the company’s financial goals. Monitor budget performance across business units, highlighting variances and recommending corrective actions where necessary. Multi-Entity Accounting: Manage intercompany transactions, ensuring accurate recording and reconciliation between entities. Ensure proper consolidation of financial results from subsidiaries or related businesses. Provide insights on the financial health of each entity, advising on cost-saving strategies, revenue growth opportunities, and financial risk management. Software & System Management: Utilize cloud-based accounting software (e.g., Xero, QuickBooks, Sage) to record, process, and report financial data for multiple entities. Manage integration of financial systems across different business entities to ensure smooth operations and accurate reporting. External Relationships & Compliance: Liaise with auditors, tax advisors, and HMRC to ensure timely audits and tax filings. Work with external stakeholders to address any financial queries or concerns and maintain strong relationships with banks and financial institutions. Remote Collaboration & Communication: Regularly communicate with management, department heads, and other stakeholders via video calls, emails, and collaborative tools (e.g., Slack, Zoom). Work independently and efficiently, managing time across multiple entities and meeting deadlines in a remote environment. Key Skills & Qualifications: ACA / ACCA / CIMA Qualification (or equivalent) with significant experience in accounting and financial management. Proven experience managing finances for multiple business entities, ideally in a multi-entity or group structure. Strong understanding of UK accounting standards (UK GAAP), corporation tax, VAT, PAYE, and National Insurance. Expertise in cloud-based accounting software (e.g., Xero, QuickBooks, Sage) and ERP systems (e.g., SAP, NetSuite). Experience with intercompany transactions, consolidation of financial statements, and multi-currency accounting. Strong analytical skills with the ability to produce detailed financial reports and provide actionable insights. Experience with budgeting, forecasting, and cash flow management for multiple entities. Knowledge of data security protocols and GDPR compliance when handling sensitive financial information. Excellent communication skills and the ability to collaborate effectively with remote teams and stakeholders. High level of attention to detail and ability to work independently with minimal supervision. Strong time management skills and the ability to manage multiple priorities in a remote work environment. Preferred Qualifications: Experience in remote work or managing finances for remote teams. Knowledge of international tax regulations if any business entities are based outside the UK. Advanced Excel skills for financial modeling, data analysis, and report generation. Experience with financial auditing and external audits.
opportunity
Room visualiser for venetian plastering business
Title: Need Developer for Room Visualizer (Venetian Plaster Tool) I need a simple React/TypeScript developer to build a Room Visualizer (RV) for my business. It helps clients see Venetian plaster on their walls. Here’s what I want: Venetian Plaster: Show 6 textures (Marmorino, Tadelakt, Stucco Veneziano, Travertine, Spatolato, Grassello) with 5 colors (Ivory, Slate, Terracotta, Sage Green, Deep Blue) or RAL colors (e.g., RAL 9010, RAL 7016). Use pictures (textures) with adjustable light/shine, and have backup colors if pictures fail. Drawing Tool: Let users draw on photos to hide areas (e.g., windows) with an undo button. Photos: Upload pictures (max 800px) or take photos with phone camera. Fix errors if it doesn’t work. Design: Show a pop-up saying “See plaster in your room?” with “Try Now” and “Dismiss” buttons. Add “Save Design” and a link button. Use simple, nice design (dark background, gold buttons). Easy to Use: Work on phones, easy for all to see and use. Reuse: Make it easy to add to many websites with simple changes (e.g., colors, links). Textures: Get pictures from sites like Shutterstock or client samples. Download catalogues from Stucco Italiano, Dulux, or Venetian Plaster Shop. Compatible: My sites use Lovable, so RV must work with Lovable platform. I am open to suggestions. if you have any previous experience like this please show examples
Develop Web Customer Portal
We seek a skilled developer to design and build a customer portal for viewing and accessing product price lists. Our enterprise resource planning system currently houses pricing data for multiple categories containing hundreds of individual items. Each of our clients may have access to differing assortments spread across various classifications. The portal must provide a branded interface for clients to view their customized pricing packages in an organized manner. It is imperative that the developed solution integrates seamlessly with our existing ERP infrastructure to retrieve up-to-date listings. Additionally, clients must have the ability to download full catalogs in CSV format for ease of importing costs into their own systems. Security and authentication will be paramount to restrict access solely to entitled accounts. The chosen developer will be expected to implement responsive design principles to ensure cross-browser compatibility and optimize the user experience across different devices. Proficiency with modern web technologies and backend programming is essential. The completed portal should yield an intuitive customer-centric solution meeting both current demands and capacity for future enhancement.
Bank Returns Officer – Unity Trust Account
Job Summary We are seeking a diligent and detail-oriented professional to manage the preparation, reconciliation, and submission of returns for our Unity Trust Bank account. This role requires a strong understanding of bank reconciliation processes, financial compliance, and accurate record-keeping. The successful candidate will play a key role in ensuring our financial operations remain timely, transparent, and compliant. Key Responsibilities Prepare and submit regular Unity Trust account returns in accordance with internal deadlines and compliance requirements Reconcile all transactions related to the Unity Trust account, ensuring accuracy and consistency Monitor incoming and outgoing payments and resolve discrepancies promptly Maintain accurate and up-to-date financial records for audit and reporting purposes Collaborate with finance, payroll, or compliance teams to ensure alignment and timely reporting Liaise with Unity Trust Bank and internal stakeholders to resolve issues or clarify transactions Ensure adherence to relevant regulatory requirements, especially regarding client money (if applicable) Support internal audits and financial reporting related to Unity Trust account activity Requirements Previous experience in finance, bookkeeping, or accounts administration Strong working knowledge of bank reconciliation processes Familiarity with Unity Trust Bank systems and reporting (preferred) Proficiency in accounting software (e.g., Xero, Sage, QuickBooks) and Excel Excellent attention to detail and time management skills Ability to work independently and handle confidential financial data with discretion Strong communication and problem-solving skills Desirable Qualifications AAT qualification or equivalent experience Experience working in regulated sectors such as healthcare, legal, or recruitment Understanding of client money regulations and best practices
Past "Sage-erp-x3" Projects
opportunity
ERP/CRM Development
The project description is as follows: We are looking for a freelancer to develop a basic CRM/CMS system for our business to help with database keeping and invoicing systems. The system should be user-friendly and easy to navigate, with a focus on simplicity and efficiency. We require the system to be able to store and manage employee information, including contact lists, and invoices. Additionally, we would like the system to have the ability to generate reports and export data in various formats. The ideal freelancer should have experience in developing CRM/CMS systems and be able to work independently to meet our project deadlines. They should also be able to communicate effectively and provide regular updates on the progress of the project. If you are interested in this project, please submit your proposal, including your experience, skills, and estimated timeline for completion. We look forward to hearing from you!
Freelance ERP System Developer (.NET / Front-End / GraphQL)
We’re looking for an experienced freelance ERP System Developer to assist with ongoing development and enhancement of our custom ERP solution. Key Responsibilities: Develop and maintain ERP modules using .NET API and .NET MVC. Build front-end features using JavaScript, HTML, and CSS. Work with HotChocolate GraphQL (.NET) — desirable but not essential. Translate high-level business requirements into clear technical tasks. Communicate directly with clients and stakeholders as needed. Use GitHub for version control and collaboration. Deploy and manage services in Azure App Services (nice to have). Essential Skills: .NET API & .NET MVC JavaScript, HTML, CSS GitHub Strong English communication skills (spoken and written) Confident speaking with clients and gathering requirements Able to work from high-level concepts and shape them into technical solutions Nice to Have: Experience with .NET HotChocolate GraphQL Familiarity with Azure App Services We value clear communication, reliability, and independent problem-solving. If you're a proactive developer who enjoys working with both backend and front-end technologies in a dynamic environment, we'd love to hear from you.
opportunity
Integration to Sage Payroll from Nextra
We need a proven developer to build an API/Link from our Nextra workforce management platform to Sage and other payroll platforms. Nextra will export timesheet data and payroll information. This needs to be passed directly into Sage, ready for payroll processing. https://developer.sage.com/accounting/ You should have the following skills and a proven track record of this type of coding and integration. SQL, C# and or Python We would also consider an integration via Zapier for easy management and deployment. https://zapier.com/ Once built, we will seek to integrate with other well-known payroll systems. Please submit your details, a project plan, and a timescale. Good communication skills are essential for this project. We look forward to hearing from you soon.
Xorosoft ERP Expert
We are seeking an experienced Xorosoft ERP Expert to join our team and play a critical role in managing, optimizing, and supporting our ERP operations. The ideal candidate will have real, hands-on experience with the Xorosoft ERP system, both from an internal user and implementation/support perspective. Your deep understanding of ERP workflows, system integrations, and business process automation will drive operational efficiency and informed decision-making across our organization. Key Responsibilities: Serve as the primary subject matter expert on the Xorosoft ERP system Oversee the day-to-day use, configuration, and maintenance of Xorosoft ERP modules (Finance, Inventory, Sales, Procurement, Manufacturing, etc.) Lead ERP implementation, upgrades, and integration projects Develop custom reports, dashboards, and workflows tailored to business needs Train users and support staff on Xorosoft ERP functionalities Troubleshoot and resolve ERP-related issues in a timely manner Collaborate with cross-functional teams (IT, Finance, Operations, etc.) to optimize system use and improve processes Maintain system integrity, data quality, and access controls Liaise with Xorosoft technical support as needed Requirements: Proven experience working with Xorosoft ERP software (minimum 2+ years) Strong knowledge of ERP workflows, data management, and process automation Demonstrated experience with ERP implementation, customization, and support Practical understanding of business functions such as finance, logistics, inventory, or manufacturing Experience troubleshooting ERP issues and providing user support Excellent analytical, problem-solving, and communication skills Ability to document processes and train end users effectively ERP certification(s) or formal Xorosoft training is a plus Preferred Qualifications: Experience in industries such as manufacturing, wholesale distribution, or retail Familiarity with integrations between ERP and third-party systems (e.g., eCommerce, CRM, BI tools) Background in IT systems or business analysis Location: Remote Experience Level: Mid to Senior-Level Hourly rate, based on experience Night Shift - New York Time Work From Home / Home-based: High-Speed Internet Connection and a Desktop or Laptop computer with great specs is A MUST!
6 page A4 Booklet Design For An Etsy Download
I am looking for a designer who can design a 6-page A4 booklet called “Managing Hot Flushes & Night Sweats in Menopause” The audience/readership is women going through perimenopause or menopause, and I want the guide to feel calming, intelligent and emotionally supportive. We will provide: - all the written content fully edited and arranged per page. - cover image We need a designer to fomat the text and lay it out into a beautiful, non-editable PDF. I’m looking for a clean, modern layout with soft, feminine tones (like sage, blush, or soft neutrals) and readable fonts. Ideally, the design should reflect a grounded and nurturing tone. Summary: Document length: 6pp A4 pages Format: PDF, non-editable, printable Style: Calm, elegant, feminine but grounded. No overly clinical or frilly designs. Fonts: Readable and soft. Nothing too formal or harsh. Colours: Warm, soothing tones (e.g., soft blush, sage green, lavender, sand). Images/illustrations: No images other than cover (provided) but can include gentle, abstract shapes, borders, backgrounds. File requirements: Final file should be ready for Etsy upload (non-editable PDF). Max file size 20MB
I need a logo and watermark made
I am starting a digital products business. I am a special needs teacher and a parent of a special needs child. I will be creating digital products to help parents/carers and teachers. I want my logo to be simple but effective, to be minimal and soothing. Maybe using colours like sage green or blue colours. The name of my business will be called ‘The Calm Collective’
CRM/ERP DEVELOPMENT
We are seeking an experienced Representative/CRM Development professional to join our team. The successful candidate will be responsible for developing and maintaining our Customer Relationship Management (CRM) system, as well as providing exceptional customer service to our clients.
SAP HANA - data export to MySQL
Hi, I have a customer who has a SAP HANA ERP solution that they have moved away from. They want to export all of the data (all modules) into a MySQL DB for archiving and so they can install a reporting tool if they ever need to access the data at any point in the future. We just need someone who understands the SAP HANA DB/structure and who can guide us through the process...we can't share access of this install to anyone offshore due to data compliance/security restrictions.
Credit Controller needed Good on the Phone
Experience Credit controller required (8-10 hours/week) Are you highly organised and have a knack for chasing payments? We’re looking for a reliable individual with excellent communication skills to join our team on a part-time basis. What We’re Looking For: Strong Telephone Skills: You’ll be the voice of the company when following up on payments, so a friendly and professional telephone manner is a must. Experience with Sage: Familiarity with Sage accounting software is essential for efficiently handling our accounts. Organised & Detail-Oriented: You’ll manage and track payments, ensuring everything is up to date. What You’ll Do: Chase overdue payments and assist with collections. Maintain accurate and organised financial records.
Accounts queries
We're getting queries with payments from groups where there are multiple transactions involved including rebates and credit notes. Looking for someone to help work through these on a case by case basis. We run on Sage 50 accounts
Certified book keeper require to reconcile bank sage 50
I need a certified book keeper experienced in Sage 50 accounts to reconcile the bank current account back to January 2024. Accountants estimate this to be 40 hours work Must be able to start immediately
opportunity
Fresh Installation of ERP on Hetzner Server with Add-ons
We are looking for a developer to perform a fresh installation of ERP on our Hetzner server (Ubuntu 22.04). Scope of Work: ERP Installation & Server Hardening Clean Dash install on Ubuntu 22.04 Server hardening (swap, firewall setup, SSH security) Add-on Configuration Install and configure the following add-ons: API Webhooks Recurring Payments Xero Integration Plaid Integration Zapier Integration Google Authenticator (2FA) Activity Log SMS Add-on Sales Module Support Ticket SMTP and Branding Setup Configure outgoing SMTP (we’ll provide credentials) Upload logo and apply brand colours Set up email templates Testing & Handover Functional tests 30-minute live walkthrough Project Info: Server OS: Ubuntu 22.04 (Hetzner Cloud) We will provide: SSH root access or sudo user SMTP login credentials Logo file and brand hex codes Twilio or SMS provider API key
Monthly account reconciliations
I am seeking an experienced bookkeeper to perform monthly balance sheet account reconciliations for four established entities. The individual will receive general ledger data exported from our Navision ERP system in Excel format on a monthly basis. Their primary responsibility will be reconciling designated balance sheet accounts according to a provided reconciliation template. This clarifies the reconciliation procedure and required supporting documentation for each account type. The reconciliation process involves verifying account balances, tracing transactions, identifying and resolving discrepancies. The ideal candidate possesses superior analytical skills combined with strong attention to detail. They are meticulous and well-organized with the ability to keep clear and accurate records. Experience working with Belgian accounting standards and the Navision system is preferred but not required. Most importantly, the bookkeeper must complete all reconciliations on schedule by the mid of each month to support the financial reporting needs of the organization. This ongoing role offers an independent contractor the opportunity to apply their accounting expertise on a recurring monthly basis.