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Xero Projects
Looking for freelance Xero jobs and project work? PeoplePerHour has you covered.
I need help integrating documents into our Xero invoices
I was given your contact details by a friend. Need some help on Xero attaching a document into our monthly invoices. This document changes every month and I do not want to have to manually attach it each time? There are approx 250 invoices and each group of ten has a copy of the same document to attach. Can you help? Also we would like to send multiple invoices in a single email from Xero with a statement attached too.
25 days ago8 proposalsRemoteDate entry / Xero input workflow assistance
We are seeking a freelancer to assist us improving our workflow for quoting goods to be supplied to clients of our interior design business. The current process is lengthy, tedious and prone to errors, involving a lot of data collation, reorganisation, inputting, and reconciling. We are looking for an AI system that can read supplier pro forma invoices, retrieve the relevant information, populate it into an Excel sheet in a standard layout, and then lift and transcribe the information into Xero so that a quote for a client can be easily and quickly generated. The ideal candidate will have experience in designing and implementing AI solutions, as well as a strong understanding of accounting software such as Xero. They should have excellent problem-solving and communication skills. We are willing to pay a competitive rate for the right candidate. If you are interested in this project, please submit your proposal, including your experience and qualifications, and a sample of your work.
a month ago26 proposalsRemoteAdministrative bookkeeper needed
I'm in need of a professional and experienced accountant to help me with vanous aspects of my accounting. The ideal freelancer will have experience with QuickBooks, Xero, and Excel spreadsheets, and will be able to assist with the following tasks; - Bookkeeping: I need help with keeping my financial records up to date and accurate, including tracking expenses and income. - Financial Statement Preparation: I require assistance in preparing my financial statements. including my balance sheet, income statement, and cash flow statement. - Tax Preparation: I need help with preparing and filing my taxes to ensure compliance with all regulations. I'm open to discussing the frequency of assistance, as I'm flexible with how often you can provide support. Prior experience with similar projects and a strong understanding of accounting principles will be crucial for this position
4 days ago25 proposalsRemoteZoho CRM Customisation
Looking for a consultant who is Zoho qualified to make some customisations to our existing CRM. Adding automation for deal processes Adding custom fields and automation to deal transfer processes Creating centralised reporting and analytics dashboard Looking at third party integrations (Proposify, Xero, Teams and Hubspot) Implementing seperate pipeline workflows for new business & customer success Please include the world 'XENTRA' at the start of your reply so I can remove automated replies from our selection process.
a month ago35 proposalsRemoteUK Qualified Accountant (ACCA or ACA)
About Us: We are a dynamic firm specializing in providing comprehensive accounting and financial management services to businesses across the UK. Our mission is to deliver exceptional financial solutions that support growth, efficiency, and strategic development. We are looking for a qualified and experienced accountant with UK qualifications (ACCA or ACA) to join our team and assist in various accounting and financial tasks. Job Summary: We are seeking a highly skilled and qualified accountant (ACCA or ACA) to manage and prepare accounts, conduct audits, handle payroll, manage VAT, oversee cash flow, perform forecasting, budgeting, reporting, and variance analysis. The ideal candidate will have excellent knowledge of Xero software and will be responsible for implementing systemised processes to support company growth, development, and exit strategies. Key Responsibilities: Accounts Management and Preparation: Oversee and manage day-to-day accounting operations. Prepare accurate financial statements and reports. Ensure compliance with UK accounting standards and regulations. Audits: Conduct thorough and detailed company audits. Identify areas for improvement and provide recommendations. Ensure compliance with relevant laws and regulations. Payroll Management: Manage and process payroll accurately and on time. Ensure compliance with HMRC regulations. Handle payroll queries and issues. VAT Management: Prepare and submit accurate VAT returns. Ensure compliance with VAT regulations. Handle VAT inspections and queries. Cash Flow Management: Monitor and manage cash flow to ensure financial stability. Prepare cash flow forecasts and reports. Identify and address cash flow issues promptly. Forecasting and Budgeting: Develop and maintain financial forecasts and budgets. Monitor performance against budgets and forecasts. Provide analysis and insights to support strategic decision-making. Reporting and Variance Analysis: Prepare and present regular financial reports. Conduct variance analysis and identify key trends and issues. Provide actionable insights to improve financial performance. Xero Software Expertise: Utilize Xero software for all accounting tasks. Provide training and support to team members on Xero. Stay updated with Xero features and updates. Systemised Processes and Company Growth: Develop and implement systemised processes for accounting and financial management. Support company growth and development initiatives. Assist in creating exit strategies for businesses. Requirements Qualified accountant with ACCA or ACA certification. Minimum 5 years of post-qualification experience in UK accounting Extensive experience in UK accounting and financial management. Experience in audit processes and compliance. Expert-level proficiency in Xero accounting software. Strong knowledge of UK accounting standards, tax regulations, and compliance requirements Knowledge of payroll management and HMRC regulations. Familiarity with VAT regulations and submission processes. Experience in cash flow management and forecasting. Ability to develop and implement systemised processes. Strategic thinking and ability to support business growth and development. Excellent analytical and problem-solving skills. Strong attention to detail and accuracy. Effective communication and interpersonal skills. Ability to work independently and as part of a team. What We Offer: Competitive salary. Flexible working hours. Opportunity to work with a dynamic and innovative team. Professional development and growth opportunities. How to Apply: Interested candidates should submit their resume and a cover letter detailing their relevant experience and qualifications. Please include examples of previous work in accounts management, audits, payroll, VAT, cash flow management, forecasting, budgeting, reporting, and variance analysis.
17 days ago13 proposalsRemoteopportunity
CA Accountant
We are a firm of Chartered Accountants based in the UK. We are looking for a qualified Chartered Accountant to assist us with: 1. Preparing annual accounts for UK Limited Companies 2. Companies Corporation Tax Return 3. Quarterly VAT Return 4. Small number of clients requiring Xero, QuickBooks and Sage Bookkeeping 5. Prepare and file monthly payroll. 6. Prepare and file monthly CIS. We are looking for someone who as experience in the ALL above, and who can work independently with limited assistance. Please ONLY reply to our post if you are working on your own or have your own small team of experienced work colleagues. We are NOT looking for any outsourcing company!! We are NOT interested in such an arrangement. Accounts and Tax Software – Taxcalc Payroll/CIS Software - Moneysoft Excel Skills - Advance level required.
17 days ago21 proposalsRemoteopportunity
I need a part-time accountant
We are seeking a skilled and reliable Part-Time Accountant to join our team. If you have a keen eye for detail and a passion for numbers, we want to hear from you! Responsibilities: Preparation of accounts Completion of VAT returns Compilation of management reports Assisting with financial planning and analysis Ensuring compliance with accounting standards and regulations Requirements: Proven experience in accounting Proficiency in accounting software (e.g., Sage, QuickBooks, Xero) Strong understanding of VAT regulations and tax laws Excellent analytical and problem-solving skills Ability to work independently and meet deadlines What We Offer: Flexible working hours Competitive hourly rate On or offsite working If you are a detail-oriented accountant looking for a part-time opportunity, apply now! Onsite location near to Northampton Submit your proposal on PeoplePerHour, detailing your experience and availability.
19 days ago33 proposalsRemoteopportunity
UK Tax Accountant and Bookkeeper
I am an accountant in the UK looking for another experienced accountant to outsource some of my work. This is an ongoing relationship, starting with a small project to test compatibility, with the potential for more work moving forward. Part-time at the beginning. Looking for an experienced accountant to handle: - Personal tax returns - Statutory accounts to Companies House - Corporation tax returns Requirements: - Experience with UK tax laws and accounting standards - Proficiency in accounting software (e.g., QuickBooks, Xero, Sage) - Attention to detail and strong organisational skills - Relevant accounting qualifications Details: - Remote position - Provide examples of previous work or references - State your hourly rate or fixed pricing Thanks
22 days ago39 proposalsRemote
Past "Xero" Projects
(Xero) Setup income stream charts of accounts
I am seeking an experienced Xero accountant based in the UK to establish a new income stream for my food business within the accounting software. The business utilizes an online pre-order system called Storekit that functions similarly to Square but without direct integration capabilities. The accountant would be tasked with developing customized chart of accounts to appropriately capture the various financial transactions associated with the Storekit platform. Major account categories would need to be set up to record sales revenue, refunds issued to customers, processing fees retained by Storekit, and any tip amounts received. In addition, a template for bulk uploading sales data from Storekit into Xero on a regular basis must be constructed. As a VAT registered company located within the UK, properly accounting for the Storekit income stream within Xero is imperative. A qualified bookkeeper familiar with both the food industry and Xero software is sought to establish the necessary framework. Their work will help streamline financial reporting and ensure all revenue, costs and tax obligations stemming from the Storekit operations are accurately represented. Experience interfacing with similar third-party payment processors and configuring customized uploads into Xero would be advantageous for this project.
Xero bookkeeping support
I am looking for a freelance bookkeeper to help me with the following tasks: 1. Input and code Xero / Hubdoc according to chart of accounts 2. Produce reports from Xero on monthly basis to show budget vs actual spend 3. Ability to code different types of income i.e. grants and separate out projects 4. File quarterly VAT returns Also possibly: 5. Process Payroll Looking for someone who is flexible and can adapt to the needs of the business. Would like to start a trial asap and then potentially move to ongoing support for these functions. Individual must be familiar with UK financial systems.
opportunitypre-fundedurgent
Need help with some Xero Transactions
I require assistance in appropriately recording the sale of business assets and goodwill within the Xero accounting software. I recently agreed to sell certain assets as well as the business goodwill to another entity. The transactions included £30,000 for the transfer of tangible assets and £20,000 for the sale of inherent goodwill associated with the ongoing operations. I'm trying to raise the invoice but I need to allocate the assets and goodwill to the accounts but need guidance on this. I will likely have a few other questions on this when it comes to balance sheet etc. All communication will need to be via email.
Tidy up Very old Xero Data
I have some very old INVOICES in Awaiting PAYMENT that goes back years that i need to tidy up and remove See screen shot There is 12 invocies that need sorting can u log into Xero and tidy them up
Assistance with reconciliation of 12 payments
Hello, I have 12 payments I need help reconciling. I would like the steps to be recorded so I can do this in the future. We are using Xero for our accounting.
opportunity
Integrate Eposnow with Xero via Zapier
I am seeking an experienced freelancer to set up an integration between EPosnow and Xero using Zapier. The project involves the following tasks: Initial Data Transfer: Transfer all product data from Eposnow to Xero. Ongoing Data Transfer: Set up automated workflows to transfer sales data from EPosnow to Xero on a regular basis (daily or as sales occur). Requirements: Proven experience with Zapier integrations. Familiarity with EPosnow and Xero. Ability to map data fields correctly between EPosnow and Xero. Experience in setting up and troubleshooting automated workflows. Strong communication skills to ensure clear understanding of project requirements. Deliverables: Successful transfer of all product data from EPosnow to Xero. Automated workflows for transferring sales data from EPosnow to Xero. Documentation of the integration process and any configurations made.
Xero Bookkeeping Specialist Needed Urgently
Overview: I am seeking an experienced Xero bookkeeping specialist to help prepare my small business accounts for filing. The work is urgent and must be completed today as the accounts are due tomorrow. Requirements: Expertise in Xero: Proficient in using Xero accounting software, with a strong understanding of its functionalities and features. Bookkeeping Skills: Solid experience in bookkeeping, including data entry, reconciliation, and report generation. - Attention to Detail: Ensure all financial records are accurate and up-to-date. - Time management to work efficiently under a tight deadline. Tasks: - Review and reconcile all transactions for the fiscal year. - Ensure all expenses, income, and financial records are accurately recorded. - Generate necessary financial statements and reports for filing. - Identify and rectify any discrepancies in the accounts. - Provide a summary of the financial position and any outstanding issues. Deliverables: - Reconciled and accurate financial records. - Completed financial statements and reports ready for filing. - Summary of work done and any recommendations for future improvements. Deadline: - The work must be completed by the end of today. Only apply if you can commit to completing the work by the specified deadline. Looking forward to working with a diligent and reliable bookkeeping specialist who I will be looking to work with long term every month.
opportunity
Help with IRIS to Xero Payroll Changeover
Hi there, I am looking for some help with converting my payroll software from IRIS to Xero. Ideally the freelancer would have done this previously. We have two companies to do. Thanks James
opportunity
Xero Accounting Setup for Coffee Shop Business Using EPosnow
I am seeking an experienced freelancer to set up Xero accounting for my coffee shop business. The setup will involve preparing Xero to receive sales data from EPosnow via API and configuring the system for detailed purchase invoice entry using software like EzzyBills. The objective is to ensure seamless data integration, efficient purchase invoice management, and comprehensive financial reporting. Scope of Work: Xero Setup: Configure Xero to receive sales data from EPosnow using API (developer will handle the API integration). Ensure sales data is accurately categorized for meaningful financial reports. Purchase Invoice Management: Set up Xero to work with EzzyBills or suitable software for uploading and entering purchase invoices line by line. Ensure that the system can automatically handle and categorize these invoices. Financial Reporting: Configure Xero to generate detailed reports on purchases, sales, and overall profitability. Set up custom reports as needed to monitor key financial metrics. Testing and Validation: Test the setup to ensure that data is correctly transferred and reported. Validate the system’s accuracy and functionality. Documentation and Training: Provide comprehensive documentation of the setup process and configurations made. Provide training on how to use the new system and generate reports. Requirements: Proven experience with Xero setup and configuration. Familiarity with EPosnow and API integrations. Experience with software like EzzyBills for managing purchase invoices. Strong understanding of accounting principles and financial reporting. Excellent communication skills and ability to train staff. Deliverables: Fully configured Xero system ready to receive sales data from EPosnow. Setup for detailed purchase invoice entry using EzzyBills or alternative (more cost effective) Custom financial reports tailored to our business needs. Documentation of the setup and training materials for staff.
Bookkeeping Services
We are looking for an experienced bookkeeper who is competent with using Xero and hubdoc to assistant in the financial organisation of our businesses. We require regular bookkeeping and related tasks. I will also require the following services and competency in Xero / hubdoc to reconcile all transactions and receipts: -Regular bookkeeping via Xero -Regular allocating and reconciling of all receipts via hubdoc -Allocating transactions in line with tracking on Xero -Creating financial reports weekly indicating the split of cash / card / products / service per branch -Submission of VAT returns to the accountant / directors -Payroll submissions -Tracking VAT liabilities and reporting to directors ahead of the next quarter deadline -Other related tasks which may be required for the financial upkeep and performance of the business We are looking for someone to get started with this straight away and can offer hours every week for the work going forward. Please let me know if you have any questions!
opportunity
Shopify - Xero
A freelancer is sought to develop an integration between Shopify and Xero accounting software. The project aims to link draft orders placed in an online store with corresponding customer invoices in Xero. Once payment is confirmed in Xero, the integration will trigger the order status in Shopify to update to "live", allowing fulfilment to proceed. The developer will be responsible for configuring API connections between the platforms and scripting the automated workflow. Experience with Shopify and Xero APIs as well as proficiency in languages like PHP, Python or JavaScript is essential. Respondents should clearly demonstrate their technical qualifications for seamlessly linking e-commerce and accounting systems through programmatic order updates.
Clio setup and link to Xero
Hope you are well. I've seen in your profile that you have experience with working with Clio. Can you please confirm what experience you have with Clio and how long you've worked on Clio for?