Xero Projects
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XERO Invoice template creation
I have a specific invoice design in Word format. I need this converted to a Xero template ready to use. If you have experience creating Xero invoicing templates please apply - must be able to pull information from the invoicing page on Xero.
a month ago19 proposalsRemoteWebsite and logo design for new book keeping practice
I just need a website and logo for a new book keeping practice. I am a fully qualified book keeper registered with ICB with experience in Sage, Xero, and Quickbooks. I am also able to manage payroll in various software packages. I can offer services remotely in the evenings.
25 days ago34 proposalsRemote
Past "Xero" Projects
I need a Docx for Xero, letterhead for word and powerpoint
I need a designer to create a series of docx files for Xero. Our current template looks like the attached. We are splitting this into two companies, so need two lots of each of the docs: Invoice Credit Note Statement PO Quote We also need two sets of letterhead backgrounds consistent with the design, for use in a word document. And a powerpoint template in the same theme. Orange (as per attached), black and grey are the colour schemes, but we would like to see some new design ideas. Font is Open Sans. Deadline for works - Wednesday 31st January 2024
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Client Portal
Experience Level: Expert We need to build a client portal for our customer. The following function is required. 1. Intergration to Xero to view Quotes, Invoices, When the document is created in Xero it should appear on the client portal. Note We maybe switching to Zoho Crm so when the contacted is created in Zoho and Deal is closed, It should make the client in the client portal. 3. We number all our client for example UK23001 - Will be the first client so we need a system in place in which when the deal is closed, Google drive has made a folder for the client it will then use the same numbering system with the ability to override manually 2. Live chat to talk with the customers and chat services, Current we are using Livechat.com on our website so an integration with that will be good or whats app 3. Google drive documents for each particular customer 4. Login in for each customer. 5. We usually assign different Job to each individual member and team so it a team of 6 people so we need to have the opportunity to show our client who the individual assign to your project is and ability for them to chat them directly, with the ability for a manager to oversee everything. 6. Would like a ticketing system of some sort for when there issues 7. Gantt chart display of the project timeline.
Client Portal required
We need to build a client portal for our customer. The following function is required. 1. Intergration to Xero to view Quotes, Invoices, When the document is created in Xero it should appear on the client portal 2. Live chat to talk with the customers and chat services, 3. Google drive documents for each particular customer 4. Login in for each customer. 5. Intergration to Monday.com This is a client portal and not a client project management all documents in one place
XERO Invoice template creation
I have an invoice design in both INDD and Word format. I need this converted to a Xero template ready to use.
Business cards: front layout and reverse graphic
< We will award this to someone who reads it properly instead of asking questions we’ve already answered < • We want new business cards and need (1) suggestions for the layout of the front, and (2) a graphic we can use for the reverse which we may reuse in other marketing material • We will need you to provide a sketch of the Back image as part of your application to evidence you can understand the brief. Where we haven’t yet supplied information (such as “Names”), please use placeholders, e.g. Firstname Lastname • We will need you to send us the final copy of any artwork and associated files so we have the option to make further changes ourselves < • Name / Email / Job Title • Website address and phone number: www.junari.com, (01206) 625 225 • Logo and company name: We can send all relevant file versions, and prefer overall design to be striking / unique / eye-catching • Tagline / subtitle under company name:"Business Software and CRM" < • Centre image (logo / arms) is "pulling IN" Odoo modules showing as 3D tiles • Icons to be taken from https://www.odoo.com/page/all-apps - except where indicated • Icons all in 3D and to be closer to centre image • Closest icons: Manufacturing, Inventory, CRM, Sales, Purchase, Accounts • Further icons: PLM, Quality Control, Customer Portal, Website, eCommerce, Email Marketing • Farthest icons: eLearning, Timesheets, Knowledgebase, Planning, HR, Events, Xero connector (use Xero logo), Sage connector (use Sage logo), Quickbooks connector (use Quickbooks logo) • Somewhere on the image, the words “Pulling together your entire business”
XERO invoice layout amendments
I have set up a template for an invoice for the accounts package XERO I want to remove the printed line between enteries There are 3 layouts that all need to be amended. I can send you over the word document layout
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Assistance with WordPress/Woocommerce B-B & B-C printing website
We are graphic designers/printers and have just subscribed to PrintScience wp2print, which is a Wordpress Plugin for B-B and B-C printing. My colleague, Sophie is a very talented graphic designer, but has limited experience in Wordpress. We have a design/idea for our website (similar design/functionality to https://www.solopress.com/ - with Woocommerce, Payment & Xero APIs We are looking for a partner, to help build the home page and set up initial products (as Solopress ie Business cards will contain a "nest" of various Business card type options, etc & then be available to advise, debug & assist when required. We are also looking to install SEO, CRM plugins etc eg Agile or another WooCommerce plugin (low cost) for auto-email quote chasing, CRM, mail shots Yoast SEO pro-and-lite-versions-of-abandoned-cart-for-woocommerce-plugin/ - or similar (may even be included in the above) Call for price Woocommerce, (easy contact if exact product match not found on webstite) + any other ideas to maximise the potential/speed/exposure of our new websiute/sales/marketing activity Please let me know if you are able to assist. Michael
Wordpress website design & build
We have recently re-branded and have a new logo & bank of illustrations. We need a new Wordpress website to match! We have a brief, page layouts, simple site-map and a clear idea of what we want and need. The site should have a blog functionality, as well as an area for clients to login to Xero and our online portal. Current website: www.londonaccountants.co We need the new website to be simple, clear and concise. Our current website is too busy & full of jargon. We estimate our new website to need approximately 7 pages designed. A site we really like the look of is: https://pennybooks.io I have attached some screenshots of our new logo & branding style. We ideally want to have the new website live in the New Year. Many thanks.
pre-funded
Process flow
Looking for a quick turnaround. I don't think it's a large project as it's an A4 size with very little content. I need a designer to take a document I have created in Excel that shows the flow of documents with explanations and turn it into something that has obviously been professionally designed. The end result should be in an A4 size pdf file. See excel spreadsheet The document is illustrating the three ways that documents can be entered into Dext. From Dext the documents are electronically transferred to Xero. Demonstrated by my solid blue line. Also there are 'Bank feeds' from the clients bank that feed into Xero Can we incorporate the Robinson & Co logo onto the page as well.
Invoice and Purchase Order design and T's and C's addition
Need a designer to help pull together two elements for our invoicing process to be used on Xero. The first is the design of a purchase order, to include logo, layout and Ts and Cs on the reverse. The second will be the same but for an invoice. This needs to be easily transferred to Xero and to work within their parameters.
Xero Form Designs
We have recently started using Xero and noticed that the forms below; Invoices Quotes Purchase Orders Etc Are very genetic and not very pleasing on the eye. I am hoping it is possible to have a more eye catching personalised branded forms created and then uploaded to Xero. We are very open to any design ideas and concepts that some one could bring to this project.
Xero accounting template
Hi I need an invoice template created for Xero in Word , with the template supplied by xero (attached). The headings, logo and the side bar need to be added to the template from the attached expamples. Really it is just a word template but I cannot get the background images to site in the right place without dispacling the template. Feint print under heading reads Accredited ISO/IEC17024:2012 The rest of the required information must auto populate from Xero template
opportunitypre-funded
Customized Xero forms
I need the full package - - invoice - credit note - statement - purchase order - quote Please quote, and let me know a rough time frame? Thank you I have the form already designed and in a docx format. Unfortunately, the previous person working on the project has fallen ill and it appears that he is not able to complete the project. Please keep in mind this is not a design from scratch project I know exactly what I want, I just need you to use your amazing talent and pull it all together. I already have the form designed in a docx format, It needs a few minor changes.
Xero Template Design
Hi, we have just started using Xero for our accounts and need somebody to setup our templates (invoice, credit, statement, purchase order and quote). We require some logo's added and small changes made to the standard templates.
Design a Xero Invoice Template
I am looking for someone UK Based to design me a new Xero Invoice Template.
Email footer re-design
I am an accountant and would like our email footer re-designed so it looks more professional and also incorporates my professional bodies I am a member of and the software providers we partner with eg sage Xero etc There will be standard things to put in like the disclaimer etc Happy to send across anything further that’s required Or our current footer This can then be used for all 5 staff by us just adding their name etc
Customise docx files for Xero accounting ASAP
I am looking for someone to customise docx files for Xero accounting. I need the full package - - invoice - credit note - statement - purchase order - quote Can you quote please and let me know rough time frame? Thank you
Xero Guru - Create an invoice
Need a personal invoice to be designed that is compatible to use of xero. If it would be possible for you to the add it into our xero account even better! We have all company details and logo ready to get started asap