Xero Projects

Setting up payroll on Xero

I'd like to book a call for someone to guide me through setting up and running payroll for 1 employee on Xero. Thank you Martin

End of Year Company Accounts for Companies House

I require someone who can look at my accounts and file my annual return to companies house, I currently use Xero, I am a little behind with some of the transactions due to being very busy, if someone could help tidy up my Xero and submit my accounts, I will look at a regular monthly/weekly book keeping and personal tax calculations moving forward.

Xero administrator

We are a small firm of consultants in Health and Safety, based in Nottingham. We have an accountant, but we need someone to run Xero for us. You would raise invoices, check late payers and reconcile the accounts so that the accountant can sort out the VAT every quarter and Corporation tax annually. Our turnover is about £80k gross. We have only one main account, then a credit card which is not much used, and a savings account which we use to put money aside so that we can pay the VAT when it is due. ESSENTIAL (Don't reply if you don't qualify - we won't reply) MUST be based in the UK Must be fully conversant with Xero Must be competent using Smartsheet - that's how we communicate within the organisation ADVANTAGE Used to working with Google Drive Thanks, Dr James Thornhill

Set me up on Xero

I need someone to do some really basic set ups for my new business on Xero and stripe, linking my accounts and setting up my invoice page...super basic !

opportunity

Payroll on XERO (setting up and running)

I'd like to book a call with someone to help me set up payroll and how to run it each month on XERO. Thank you Martin

opportunity

Data Entry into Xero Platform

I'm seeking a virtual assistance based in Singapore with experience in Xero for a data entry project involving financial records. Key Requirements: - Proficient in using Xero financial software - Prior experience with data entry of financial records - Based in Singapore The specific tasks will include: - Data entry of financial records into Xero. With Some bank Statement and about 1000 hand written records. Ideal Skills: - Data entry - Xero proficiency - Attention to detail - Financial acumen Please only apply if you are based in Singapore. Thank you.

Freelance Bookkeeper – Management Accounts Preparation (Xero)

Overview: We are seeking a highly skilled Freelance Bookkeeper with experience in Xero to assist in preparing management accounts for a government-backed business loan application. The role involves reclassifying transactions, ensuring income is correctly coded, and reflecting outstanding invoices and assets accurately in the accounts. Key Responsibilities: Recode transactions in Xero to ensure correct income categorization. Prepare and generate key management reports, including: Profit & Loss Statement Balance Sheet Cashflow Statement Ensure recently issued outstanding invoices are correctly reflected in the accounts. Accurately reflect considerable assets in the accounts for loan application purposes. Review and reconcile financial records to ensure accuracy and compliance. Provide finalized management accounts suitable for submission with the loan application. Requirements: ✅ Proven experience as a Bookkeeper or Accountant, preferably with experience in financial reporting for business loan applications. ✅ Expertise in Xero – must be proficient in transaction coding, reporting, and reconciliations. ✅ Strong understanding of financial statements and management accounts. ✅ Experience with business loans and financial applications is a plus. ✅ Attention to detail and ability to work independently to tight deadlines. Project Details: Start Date: ASAP Duration: Short-term project (estimated completion within 1-2 weeks) Compensation: Competitive, based on experience Location: Remote

Odoo ERP implementation

Hi, We are looking for a skilled professional to implement an Odoo ERP system for our manufacturing processes. Our goal is to fully digitalize our operations, including production workflows, inventory management, CRM and accounting. The ERP system should be integrated with Xero, Wix, WordPress, and eBay to ensure seamless data flow across our platforms. Could you assist us with this implementation? Please provide details on the requirements from our side, the estimated timeline for completion, and any relevant experience you have with similar projects. Looking forward to your response. Best regards,Exel Grp LTD

urgent

I need guidance on Xero, Shopify, Etsy and PayPal Reporitng

Hello, I am proficient at Xer, but I need some guidance from an accountant how to deal with a few things in Xero. Sales: Shopify Site. Customers can pay either via PayPal or the Shopify payment gateway. Etsy: Etsy Sales also get recorded in Shopify. The problems I am getting 1. There's HUNDREDS of transactions (Sales), with that comes Fees. Shopify is NOT auto feed for sales, but is for transfer to the bank (Payouts). PayPal is autofeed on sales, but also on payouts. Those aren't the problem. The problem comes with accurately recording the sales, the fees, the refunds and discounts etc. I need to know the right reports to run, because the Shopify Finances summary just doesn't feel like it's the right report. I also need guidance on "General Holds" and "ACH Deposits" Again, I dont want you to do this work in Xero, I need consulting on the right reports etc for me to draw the data and accurately report the sales etc in my Xero account. Thanks

Connect stripe feed to xero

My stripe account is connected to xero but for some reason it wont automatically connect the feed.

Custom Finance Document Templates for Xero

We are seeking a freelance professional to design and implement custom templates for our financial documents within the Xero platform. This project aims to align our invoices, quotes, credit notes, receipts, and other financial paperwork with the high-end aesthetic of our interior design business, enhancing our corporate identity while maintaining compliance with tax regulations. Scope of Work: Template Customization: Develop four specialised templates: Invoices (GST and UK VAT versions) Quotes (GST and UK VAT versions) Credit Notes Receipts Each template must visually align with our brand, including our logo, colors, and typography, visual style overall, and move away from Xero's standard templates. Tax Compliance & Customisation: Our business operates in two distinct tax jurisdictions, each with its own sales tax requirements (e.g., GST and UK VAT). This creates a unique challenge in how sales taxes are accounted for in our chart of accounts, which will in turn impact how tax amounts are captured, displayed, and presented on client-facing financial documents. The successful bidder will need to collaborate closely with us to understand these nuances and ensure that taxes are accurately and optimally presented in the final templates. Deliverables: Custom .docx templates for specified documents, optimized for Xero. Guidance on implementation within Xero. Project Requirements: Strong design and branding skills, with an ability to create professional, visually appealing templates. Proven experience working with Xero, particularly in creating custom .docx templates for financial documents. The preferred bidder will be asked to join a short call to discuss the project in detail, particularly the tax-related nuances above, to ensure a mutual understanding of the project requirements and deliverables before work begins.

Admin Assistant – Xero Reconciliation (30 Mins/Day, £20/Month)

Job Description: We are looking for a reliable virtual assistant to handle simple Xero transaction reconciliations for our business. This is an easy task that requires just 30 minutes per day, Monday to Friday. ✅ Total workload: 10 hours per month (2.5 hours per week) ✅ Fixed monthly budget: £20 (equivalent to £2 per hour) ✅ No advanced bookkeeping skills required – basic admin experience is enough. What You’ll Do: Check daily transactions in Xero. Match payments with invoices/receipts (provided in Google Drive). Mark payments as ‘paid’ in our system. Inform our team of any missing receipts. Simple cross-referencing using our admin dashboard. Who Can Apply? No prior Xero experience needed (we’ll provide basic guidance). Good attention to detail and basic admin/data entry skills. Must be able to communicate in English (for simple reporting). Payment & Work Hours: Fixed Price: £20 per month (10 hours total) Breakdown: 30 minutes per day (Monday–Friday), approx. 2.5 hours per week Best suited for freelancers in the Philippines, Bangladesh, Pakistan, India, Kenya, or Nigeria. Application Process:

Xero Expert needed to assists with COGS and Stock Tracking

I have an issue with Xero which I use for my Netherlands company (I also use Xero for my UK company which is separate). I need someone who is familiar to Xero, COGS and stock tracking to help. When I started using Xero back in 2021 when the Netherlands company was formed my bookkeeper didn't use Tracked Inventory, over time as PO's and SO's were created stock and COGS was not recorded correclty. 2021/2022 end of year accounts have been filed and the 2023 accounts are due shortly. At the begining of 2023 Tracked Inventory was turned on in Xero. The problem is that the stock level is quite high in Xero when it should be much lower to reflect was stock has been sold. I have all the PO's since the companys formated, all the SO's (there are not a huge number as my UK company is the only customer for the NL company). I need someone to fix the issue so that the 2023 COGS onwards are correct. My bookkeeper can assist with any questions regarding this as well,