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Xero Work Process Revamp

The main goal is for the third party to take a look at the overall process we used below. Then to recommend & implement a new one. A new process that will improve the method, design, look and most importantly the overall speed of the process. If you send your email address I can forward on Temp access invite. Then the price accordingly for the project.


1. Customer drops-off order with Partner. Partner fills out Work Envelopes with customer details and phone number and more.

2. Partner calls Happy Ireland HQ to book a collection. Happy Ireland books collection with Courier.

3. Courier collects the items and returns consignment to Happy Ireland HQ.

4. Received Orders to processed and lodged into Xero

Work Envelopes Details updated in Xero “working paper”

“Working paper” saved as draft invoice on xero.

Working paper is printed and attached to customer order as a working reference as the order is processed.

5. Job Processed & work finish. “Working order” updated by hand to show work order notes for each individual item of the order.

6. Working Paper and partners work envelopes are scanned onto Xero and attached to Draft invoice #.

7. Working Paper is edited with updates or price changes and branding theme is changed to “Customer Work Orders”. Then printed copy is attached to order. This branding allows for final customer to have a full invoice on collecting the Item from the partner. For both parties to know what the final total is.

8. “Customer Work Orders”. Is then Edited. The branding is changed to “SPI”. Then firstly the agreed partners discount is applied. Then Secondly the Dropdown menu of “Amounts Are” is changed to Tax Exclusive. Then printed copy is attached to order. This printed copy if for partner only to show discount amount plus VAT.

Please NOTE:

We are a services business, so all service products are inputted as inventory.

We have partners in the UK in Northern Ireland and Europe in Republic of Ireland.

We need pricing in both Sterling and Euros. Different prices for different products.

You can download a PDF of our pricelist at [login to view URL] [login to view URL]

The work process is also used as a tracking process. This must remain the same.

No Vat is added to all Euro priced partners

Evner: Regnskab, Xero, Bogholderi, Brugeroplevelsesdesign, Ordre Håndtering

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Om arbejdsgiveren:
( 22 bedømmelser ) Belfast, United Kingdom

Projekt ID: #20395224

Tildelt til:


Hi there, My name is Rachel and I am based in New Zealand. I specialize in helping companies review and streamline processes. I have experience using Xero and a solid background in Logistics Coordination. I would love Flere

£220 GBP in 7 dage
(0 bedømmelser)

10 freelancere byder i gennemsnit £154 på dette job


Hi, Further to your recent job post "Xero Work Process Revamp.", I would like to be considered for this vacancy. On top of this, please allow me to highlight my bookkeeping and accounting experiences as listed b Flere

£135 GBP in 7 dage
(11 bedømmelser)

Hello Sir, I will review your existing process and find out necessary changes.I will implement your Xero accordingly and draft a SOP for your business. I am looking forward to discuss more on this project and working Flere

£500 GBP in 10 dage
(20 bedømmelser)

Hello there, I have interest to place a bid in this project as this interest me a lot since this is rather an unique Xero related work focused on improving the business process on invoicing/generating income. Hope I Flere

£135 GBP in 14 dage
(9 bedømmelser)

Hi, I am a professional accountant, and working from last 10 years with a UK based chartered accountancy firm. I have extensive experience of Xero (Certified Xero Advisor), QuickBooks and many other accounting softwar Flere

£20 GBP in 4 dage
(1 bedømmelse)

Dear Sir, I have read all your details that you have mentioned. I have more than 4 years of experience in Data entry, Accounts and fast typing (60+ speed without errors). I feel fit for your project because i can comp Flere

£20 GBP på 1 dag
(1 bedømmelse)

Dear Sir/Madam, I trust you are well, I am a Business Certified Accountant and a Professional Bookkeeper with an experience of five years in the fields of Accounting, Auditing, and Online Bookkeeping. I have been do Flere

£200 GBP in 15 dage
(2 bedømmelser)

Dear Recruiter, I have gone through your project brief and feel confident about project with 100% satisfaction. I believe in original and quality work on your project. I am confident that i can exceed your expectations Flere

£50 GBP in 7 dage
(1 bedømmelse)
£155 GBP in 3 dage
(0 bedømmelser)

Respected Recruiter, I read with interest your posting for Bookkeeping. I believe I possess the necessary skills and experience you are seeking and will successfully perform this Job. As my profile indicates, I am a Flere

£100 GBP in 7 dage
(0 bedømmelser)