Zoho / Xero professional required to help with integration and development
- or -
Post a project like this£2.0k(approx. $2.5k)
- Posted:
- Proposals: 7
- Remote
- #1876363
- OPPORTUNITY
- Expired
Zoho CRM Certified Consultant | Zoho integration | Zoho Creator | API | Zoho One |
Dhaka
ACCA, CFA Expert in Bookkeeping, Financial Reporting,Forecasting,Forensic Auditing, Management Accounting, Auditing,
Faisalabad
Expert Mobile App Developer iOS | Android | React Native | Hybrid | Salesforce
Pune
#1 Zoho Consultant | Zoho one | Zoho CRM | Zoho CRMPlus | Zoho People | Zoho Recruit |Salesforce Sales Cloud
Gurgaon
3018044502785905527609499261769885791156522
Description
Experience Level: Expert
General information for the business: Zoho / Xero
Kind of development: Customization of existing program
Description of requirements/functionality: We run a landscaping business and have used Zoho for the last 5 years for all our CRM needs, we quote and invoice successfully and then it slides into our Xero accounting package - but we now need to be able to
1/ send Purchase Orders to the workshop (alot of what we do is bespoke , so accurate info needs to be detailed on these PO's , so we will need to be able to add extra details)
The production side is a different company - is there a way that these PO's once completed by the production co could be flipped into an invoice (assuming they are on Xoho to) and simply sent back to us ??
2/ We work individual job sheets (customer invoices) for each job - because of the bespoke nature of our business we need to keep an accurate track on all the detail. is there a way that this can be built into our accounting package Xero, this would seem the logical place as all invoices end up there any way ? (currently done on excel - which is doubling up on inputting and very time consuming). One issue here is that supplier invoices - such as haulage may be split over several job sheets (customer invoices)
All invoices are receipt banked onto our Zero accounting package
What we are doing isn't unique , its a variation on the same. Are we barking up the wrong tree - is there a better system to use ??
I need to find someone in the UK who is experienced in these fields and can get us sorted. We would need you to visit us in Herts or Leics to fully understand what we are about
Extra notes:
Kind of development: Customization of existing program
Description of requirements/functionality: We run a landscaping business and have used Zoho for the last 5 years for all our CRM needs, we quote and invoice successfully and then it slides into our Xero accounting package - but we now need to be able to
1/ send Purchase Orders to the workshop (alot of what we do is bespoke , so accurate info needs to be detailed on these PO's , so we will need to be able to add extra details)
The production side is a different company - is there a way that these PO's once completed by the production co could be flipped into an invoice (assuming they are on Xoho to) and simply sent back to us ??
2/ We work individual job sheets (customer invoices) for each job - because of the bespoke nature of our business we need to keep an accurate track on all the detail. is there a way that this can be built into our accounting package Xero, this would seem the logical place as all invoices end up there any way ? (currently done on excel - which is doubling up on inputting and very time consuming). One issue here is that supplier invoices - such as haulage may be split over several job sheets (customer invoices)
All invoices are receipt banked onto our Zero accounting package
What we are doing isn't unique , its a variation on the same. Are we barking up the wrong tree - is there a better system to use ??
I need to find someone in the UK who is experienced in these fields and can get us sorted. We would need you to visit us in Herts or Leics to fully understand what we are about
Extra notes:
David H.
100% (1)Projects Completed
5
Freelancers worked with
3
Projects awarded
17%
Last project
24 Jun 2021
United Kingdom
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Hello David,
Do we have any chance if you want it to be done remotely because we are into it?
Regards,
581228
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