Phoenix - Your AI AssistantXero Projects
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I need to reconcile my xero account
I need to reconcile my xero account, must have experience with Xero January to June 2024
Help setting up Xero leave and contract checks
I have a small business with four employees, one full-time and three part-time. I am looking for someone who can help review their contract and holidays to ensure the contract is correct. I am also looking for someone who can assist in setting up their leave in Xero Payroll.
Xero Cheaper Reoccurring Payments Consultation (Stripe Alt.)
Hi, a client of mine needs help with finding a way to reduce fees on reoccurring payments in Xero. Stripe is costing them a lot of money, especially in the US. This is purely for invoicing from Xero, so 'no API stuff'. I see a lot of people recommend Gocardless and Payrix apps however. But it would be appreciated if you could perform a paid-for 1 hour consultation to review the use cases
API Automations
We use - Pipedrive as our CRM The following feed into it - Quotient - Magento - Xero - Klaviyo Task 1 - Make the most of API - for example Zapier to move as much as we can into the CRM Task 2 - Automate Business Activity into Monthly Reports See spreadsheet attached.
UK accounting and Taxation
I seek an experienced bookkeeper and accountant to assist with the yearly accounts finalisation and tax compliance work for a UK based business. The ideal candidate should have extensive practical experience utilizing mainstream accounting software such as Xero or IRIS to maintain the books of accounts. They must be proficient in processing bookkeeping entries for income/expense ledgers along with VAT, PAYE, and CIS returns. As this is recurring work, applicants should demonstrate expertise in preparing year-end financial statements adhering to FRS102/FRS105 standards. The finalised accounts would then need to be used to complete the corporation tax computation and CT600 filing. Applicants must have intimate knowledge of UK taxation regulations concerning areas like capital allowances, tax deductions etc. The candidate should be adept at interpreting complex tax laws and identifying optimisation strategies. Qualified accountants with a finance or bookkeeping degree/diploma and a proven record of delivering critical annual reporting and compliance work on time are encouraged to submit their profile outlining experience and hourly rates for consideration.
Finance, Accounting & Administration Assistant
Finance & Administration Assistant (UK Based Freelancer) Hours: Part-time, starting 10-20 hours per week, with potential for growth to Full Time as the business expands. Company Overview: We currently operate two care homes dedicated to providing excellent resident care in a positive and supportive environment. We are expanding our business and looking for a skilled, detail-oriented Finance & Administration Assistant to support our financial and administrative operations. Role Overview: This role will report directly to Director of Property & Finance, and will involve independent work while coordinating closely with our home managers, external payroll team, and accountants. The role will initially focus on core financial and administrative duties with opportunities to take on greater responsibility as the company grows. Key Responsibilities: Finance & Accounting - Work closely with home managers to manage invoicing, expense processing, and monitor cash flow. - Liaise with payroll team for payroll processing. - Coordinate with councils regarding purchase orders and financial queries. - Assist with new care home appraisals, business analysis, and monthly and year-end reporting. - Manage wage setup on the accounting system and oversee payment runs. - Handle bookkeeping, including receipt and invoice management on Xero. - Prepare cash flow forecasts and reporting - Submit invoices, manage edits, issue credit notes, and oversee credit control, liaising with residents’ families where necessary. Administration - Establish and manage utility accounts for care homes. - Format documents, spreadsheets, and other key business documents. - Support administrative systems management, including diary management and scheduling. - Assist with document organisation and digital file management. - Assisting Director's with various ad-hoc tasks as required Ideal Candidate Profile: Experience: Qualified or experienced in accounting, ideally with previous experience in care homes, home care or related sectors. Software Proficiency: Proficient in Xero (training provided for additional systems as needed). Soft Skills: Strong communication skills, empathy, and an ability to engage professionally and sensitively with residents’ families. Independence: Comfortable working remotely with minimal supervision while maintaining regular communication with key team members. Why Work with us? - Flexible, remote working arrangements. - Opportunities for career progression as the company expands. - A supportive team dedicated to making a meaningful difference in residents’ lives.
An Innovative, AI-Driven Recruitment CRM
Project Brief for Freelancers: Development of An Innovative, AI-Driven Recruitment CRM Overview a cutting-edge CRM designed to revolutionise recruitment through intelligent automation, gamified user experiences, and a visually vibrant interface. This project is an opportunity for developers to work on a scalable platform aimed at transforming recruitment efficiency and engagement. Project Goals Engaging and Vibrant UI/UX: Create a CRM that’s visually appealing with cheerful colours, playful fonts, and high-quality graphics. Integrated Training Modules: Develop an embedded e-learning platform for easy access to training materials. Efficient, Compliant Onboarding Process: Implement workflows for document submission, background checks, and compliance, including safeguard checking integration to streamline security checks (e.g., DBS in the UK). Re-engagement Tools for Inactive Staff: Set up segmentation tools and automated messaging for reactivating potential candidates. Integrated Communication Channels: Embed SMS, email functionalities, and a mobile app for real-time communication. This should centralise all communications within the CRM to avoid scattered messaging. Interactive and Gamified Timesheets: Create a gamified timesheet submission experience. Automated Marketing & Lead Generation: Develop AI-driven tools for automated marketing and lead generation. AI-Powered Job Matching: Build a custom matching algorithm based on candidates' skills, preferences, and specific attributes, providing a bespoke matching advantage. Compliance Management: Compliance tracking for certifications and legal requirements, freeing up administrative time. Automated Invoicing and Xero Integration: Streamline financial transactions and invoicing, reducing manual errors. Gamified Performance Metrics: Add game-like elements to track and celebrate achievements. Personalised Avatars and Rewards System: Enable staff to create avatars and earn rewards, fostering engagement and motivation. Group and Individual Competitions: Design leaderboards and competition features to foster healthy competition and teamwork. Interactive Dashboard with Feedback: Build a dashboard that shows real-time progress, rewards, and achievements in an intuitive, engaging way. Client Rewards Programme: Implement a points-based rewards system where clients can earn and redeem points for bookings or engagements. VoIP Integration: Integrate a VoIP system for one-click calls, call tracking, and conversation logging, centralising communication within the CRM (potential providers include RingCentral, Twilio, or 3CX). Recruitment-Specific Functionalities To ensure that the CRM is fully tailored to recruitment needs, please integrate the following: Candidate Management: Develop features to track candidates through each stage of the recruitment process (e.g., sourcing, interview, placement). AI-Powered Job Matching: Explain that matching is based on specific candidate skills and preferences for a tailored experience. Safeguard Checking Integration: Integrate background and safeguard checking tools (e.g., DBS checks) as part of compliance tracking. Re-Engagement and Talent Pooling: Enable segmentation of inactive or dormant candidate data, with automated notifications for reactivation. Onboarding Automation: Detail the automated steps required in the onboarding workflow, such as background checks, compliance, and digital document submission. Integrated Communication Channels: Ensure that the CRM includes centralised SMS, email, and VoIP functionalities for efficient candidate and client communication. Client-Specific Features: Include tailored tools for clients, such as a points-based rewards system and one-click booking capabilities. Developer Requirements Proven experience with CRM development, ideally with recruitment or gamified platforms. Familiarity with AI/automation tools, LMS systems, and data security practices. Ability to integrate UK-specific compliance requirements and handle data protection with secure architecture. IP and Code Ownership Ownership of the source code and IP will remain with the client to allow for future scalability and potential resale.
Past "Xero" Projects
Nest and xero integration
I am looking for help connecting my xero to my nest pension scheme it keeps throwing errors and i cant work out why. both systems are set up and working its just the integration of the two that im struggling with Can you help?
Xero Reconcilation with Go Cardless Account
Looking for someone to Reconcil our account on Xero with our Direct Debit Go cardless account its not a live feed and its got very messy Looking for a UK based person to tidy it up over past 24 Month Happy to pay per hour
Xero : Year end closing for two small companies
New to Xero. My accountant has supplied closing figures for 31/12/2023 for two businesses. I need someone to close year-end in Xero and make adjustments so that Xero data matches statutory accounts, so that I can start 2024 afresh with the correct data.
Sage 50 to XERO conversion
I am doing a historical transfer of data from SAGE50 to XERO in which I need to see the line-by-line data that makes up the Aged Debtors and Aged Creditors as at 30.4.2024, plus each line of transactions that have happened since the 1st May 2024 onwards up to date. I can provide csv output from Sage 50 for the following, Customers, Suppliers, Sales Day Books and Purchase Day Books. There are input csv sheets required to import to XERO, I am looking for someone to accurately convert the data from the SAGE 50 csv format into the XERO csv format to the extent that the Xero csv format allows. This project is required asap but I can allow up to 1 month to achieve.
Xero and Credit Card Reconcilling
Hi, I have managed to reconcile most things a few issues would be good just to check things with you. Also I now have a credit card for business use, so how best to reconcile that? It would be great to spend an hour with you and go through tips, and advice and get ready to submit VAT too.
opportunity
Year 2 Ltd company year end accounts and tax return
Preparation and submission of Fuertura Ltd (company reg no. 14162991) year end accounts and company tax return to Companies House/HMRC for year ending 30/06/2024. 45 business bank account transactions during this accounting period, with bookkeeping up-to-date and completed on Xero. During this accounting period the company made a net loss. Company confirmation statement and director's self assessment not required. Many thanks, Marc Davies Director
Xero Payroll Set Up From Sage
Very small business currently using sage. Only need the payroll migrating from xero to sage. Two employees. No other activities required. We anticipate this is pretty straight forward and recognise max two hours work.
Xero needs correcting
Xero is distorted. The opening balances for assets and liabilities are missing from 31 March 2022. I cannot see any opening balances from 1st April 2022. All the transactional information is correct as I tally that to bank payments but the opening balances are missing altogether. This is way beyond anything I can do to correct- I wouldn't know how or what to update? Need someone to find the issues and update the xero so it matched my bank account and im back on track.
opportunity
Shopify Guru Requried Please
Hi We currently have a B2B Shopify website that requires modifications detailed below: 1 - Setup Wholesaler Registration, Verification, Login and Pricing (custom, tiered, bulk), MOQ, Tax etc. 2 - Improved product categorisation / organisation 3 - Improved Search / filter functionality 4 - SEO improve 5 - SKU / Part Numbers visible to Google 6 - Improved payment process / Accept payments 7 - Xero Integration (TBD) 8 - Set up the Shop channel (can this be used to create our own App?) 9 - Improve user experience 10 - Improve design The Shopify site is connected to our invetory system Unleashed Software - https://www.unleashedsoftware.com/app-marketplace/shopify-inventory-management/ Please only apply if you have experience (done most of this before) and can offer real guidance - Gurus only sorry!
Automated Purchase Order and Invoice Matching System
Project Description: We need an automated, ChatGPT-based system to streamline the matching of purchase orders (POs) with vendor invoices, flagging discrepancies and preparing data for Xero approvals. This system should be user-friendly, integrate easily with existing datasets, and automate report generation. Our goals are to identify mismatches, prepare approval lists, and receive an organized summary report—all without relying on paid software platforms outside of ChatGPT or other free tools. Xero & Simpro Integration Guidance: Since Xero lacks a designated PO number field, suggest any effective workarounds (e.g., using notes or narration sections) to ensure smooth data management across Xero and Simpro. We are open to solutions that integrate with Google Sheets or similar free tools for data collection, ensuring PO numbers are consistently matched.
Xero Invoice tempate Editing
A freelancer is sought to modify an existing Xero invoice template document professionally. The service required is to carefully customize the form and layout of a .docx Template file to replicate the visual appearance and fields of a sample PDF invoice that will be shared. The successful bidder must have experience working with Xero accounting platforms and be familiar with editing office documents. I need this to be done now.
opportunity
Bookkeeping and Annual accounts for a small service company
Must be: UK qualified accountant, experience with UK filings. We have a very small research service company in the UK that needs accounts. There are only very few transactions going through: - no staff, 2 directors - 1 or 2 service contracts -> revenue - Some small expenses - 1 rental agreement Book keeping can be done quarterly Annual filings of accounts with companies house and tax with HMRC System flexible. You can use Xero or any system you prefer.
Part Time Xero Bookkeeping Support
We are a Mechanical and Electrical contracting business working across London. We are looking for someone to assist in the finance department to relieve strain while our business is growing on a long term basis. You will need to have extensive experience of Xero and Dext and familiar with using Xero tracking categories to allocate costs and revenue to various cost centres to allow tracking of P&L at project level. You will also assist with VAT returns, CIS Contractor and Subcontractor reporting and assisting with timesheets, invoice reminders, etc. We would envisage the above to take between 12 - 16 hours per week. We are based on Wandsworth Town in London so if you would like to attend the office, you would have the benefit of use of a dedicated desk and facilities while working for other clients at no cost. While this role can be carried out remotely, we would require someone based in UK/within the same time zone.