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XERO - estimate - approval and sign terms and conditions before invoice is generated

$10-30 AUD

Closed
Posted 11 months ago

$10-30 AUD

Paid on delivery
I am looking for a freelancer who is experienced in XERO and can help me with a specific feature related to estimate approval and sign terms and conditions. Requirements: - Must have experience working with XERO and be familiar with its features and functionalities - Should be able to understand and implement the requirement of ensuring customer agreement before proceeding with the project - Should have the skills to automate the process of estimate approval and sign terms and conditions Ideal Skills: - Proficiency in XERO and its various modules - Strong understanding of accounting principles and invoicing processes - Experience in developing automated systems or workflows - Attention to detail and ability to ensure accuracy in generating estimates and invoices If you are an expert in XERO and have the necessary skills and experience to meet the requirements mentioned above, please submit your proposal. (In an estimate - once client approves the quotation via email (need to implement). I would like to integrate sign feature which will open up showing terms and conditions and customers will need to sign it. when they approve the quote.
Project ID: 36833353

About the project

14 proposals
Remote project
Active 9 mos ago

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14 freelancers are bidding on average $53 AUD for this job
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I have a few queries in relation to the specs that you have provided. Could we please have a word? My Skills: PHP, MYOB, Xero, Bookkeeping and Accounting
$10 AUD in 10 days
4.6 (146 reviews)
6.9
6.9
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Dear Sukhpreet S., I hope this proposal finds you well. I have carefully reviewed your project requirement and I am confident that I can assist you in implementing the feature of estimate approval and sign terms and conditions in XERO. With over 7 years of experience in Accounting, Bookkeeping, MYOB, and Xero, I have gained a deep understanding of XERO's functionalities and modules. I am well-versed in automating processes and developing systems to streamline workflows. To ensure customer agreement before proceeding with the project, I will integrate a sign feature in the estimate approval process. This feature will display the terms and conditions, and customers will be required to sign them when approving the quote. By implementing this feature, we can enhance the efficiency and accuracy of generating estimates and invoices. I would be delighted to discuss the project in further detail. Kindly connect with me in the chat, and we can address any questions or concerns you may have. Thank you for considering my proposal. I look forward to the opportunity to work with you and deliver this project with perfection. Best regards,
$13 AUD in 2 days
4.6 (60 reviews)
6.0
6.0
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Hi , I can help you with your project as I am a Chartered Accountant having experience of more than 8 years. We can have a chat for further discussion.
$20 AUD in 2 days
4.8 (14 reviews)
3.0
3.0
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*************************XERO ADVISOR CERTIFIED WITH AUSTRALIAN EXPOSURE*********************************** Hi there, my name is FAHAD BASHIR and I am an experienced management and chartered accountant with over 7 years’ professional experience as a XERO Advisor Certified. I specialize in establishing long-term relationships with my clients Mainly in Melbourne Australia with PBK Consultancy by assisting them with various financial tasks such as generating billable invoices, travel vouchers and budgets. I understand that you are looking for someone who is experienced in XERO and can help you with a specific feature related to estimate approval and sign terms and conditions. If you give me the chance to work on this project I guarantee that your agreement will be verified before any project begins so that neither of you will have to wait long for completion. Additionally, I have the skills required to automate the process of estimate approval and sign terms and conditions which will ensure accuracy in generating estimates and invoices. I believe I am the perfect person for this job as I have the necessary skills and experience while dealing with Australian Clients to meet all requirements mentioned above. If you choose me to take on this project please feel free to contact me directly so we can discuss further. Thank you for considering my proposal!
$20 AUD in 7 days
5.0 (1 review)
2.3
2.3
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Hello I am Xero certified and Xero Partner i think i can help you Lets get in touch..................... Nik
$20 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, nice to meet you. I am happy to bid on your project. I have read your job description carefully and I am interested in this project. I have more than 10 years of solid knowledge and practical experience in this field. I can also start working right now and deliver good results on time. The proposed charges are just a quotation. I could give you a discount, timeframe, and what I expect to be able to accomplish if we talk. If any of the above sounds interesting, please let chat for more information Best regards, Lewis
$20 AUD in 1 day
0.0 (1 review)
0.0
0.0
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Dear Hiring Manager, I hope this message finds you well. I am John Joevan the founder of ARPIT VA AGENCY. I am reaching out to introduce ARPIT VA AGENCY, a trusted provider of skilled Virtual Assistants (VAs) offering a wide range of virtual assistance services. We are writing to offer our services as a valuable resource for your business. At ARPIT VA AGENCY, we understand the importance of having a skilled and reliable Virtual Assistant to support your business operations. We specialize in matching clients like you with highly competent VAs who possess the necessary skills and expertise to handle various tasks and projects. Our team of VAs is proficient in a diverse range of areas, including but not limited to: Data entry and management Administrative support Customer service Social media management Content writing and copywriting Graphic design Web development and maintenance E-commerce support Project management Research and analysis We take pride in our rigorous selection process, ensuring that our VAs are not only skilled but also well-suited to your specific needs. We carefully assess their qualifications, experience, and communication abilities to guarantee a seamless partnership.
$300 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Dear, First of all, thank you. Are you looking for a xero experts? who can work with xero, tasks such as estimate, approval and sign terms and conditions before invoice is generated. You can hire me because I am an expert in Accounting and Bookkeeping with data entry. I’m xero advisory certified. You can test me to prove my skill. I will give you fast and professional service. Copyrights will be with the customer. 100% Money back guaranteed. I want to be happy working with a great Buyer like you. Please describe your work well. I will complete your work within the stipulated time. I have 07 years of experience in accounting, bookkeeping and inventory management. If you hire me, I am ready to start your work right now. You can hire me any time. Thanks for watching my request, and waiting for your response. I will work as per your requirement time and I will always be available during your working hours to provide any support.(24/7) Best regards Jillur
$10 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have been a virtual assistant since 2017 handling different clients with knowledge in real estate brokerage(Philippines) and appraisal(ACI report), customer service (eBay UK), admin assistant, data entry, posting ads on Craigslist, essential social media management like FB page manager, posting articles, and optimizing photos. Familiar with Asana, Slack, dropbox, Zendesk, ClickUp, ZoomInfo, Redfin, Zillow, click up, basic WordPress content upload, formatting and editing, active campaign tagging, team wave, etc. I assure you that I am a passionate and trustworthy person. Fast learner, teachable, and can work independently.  I am willing to talk with you about my dedication, and eagerness to learn the process and undergo training. Please let me know your best time to talk.  Thank you Clarice
$20 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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Greetings, I am an experienced freelancer with extensive knowledge and expertise in XERO, specializing in its various modules and functionalities. Expertise: - = = Proficient in PHP, capable of developing a customized solution for your specific requirements in XERO. = = Implemented similar functionalities previously, enabling clients to approve quotations via email and sign terms and conditions. = = Expertise in XERO and automation, allowing for the creation of a seamless workflow that ensures customer agreement before project commencement. = = Track record of developing automated systems and workflows, ensuring accuracy in generating estimates and invoices while paying close attention to detail. = = Additional skills in MYOB and bookkeeping further enhance capabilities in providing comprehensive support for XERO-related tasks. In a recent project, I successfully automated the estimate approval and sign process within XERO. This involved integrating email approval, implementing a sign feature with terms and conditions, and developing workflow automation for seamless project progression. Accuracy was ensured through robust validation checks, and automated invoicing maintained consistency and compliance. I look forward to discussing the specifics further and delivering a solution that exceeds your expectations. Sincerely, Ravi Patel
$12 AUD in 7 days
0.0 (0 reviews)
0.0
0.0
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- Budgeted hours are subject to project/job data quantity. - An UK Accounting Executive with almost 1.5 years of work experience in Finalization and Book-keeping work in a fast paced and challenging environment. - Excellent Communication & presenting skills. - Good organizational skills and passion for accounting can be put to use to enable accurate decision making and growth. - Prepared year-end accounts from analyzing raw data to finalizing the accounts. - Accounts finalization and Book-keeping in different software. - Prepared VAT returns and management accounts. - Worked in close association with dedicated clients. - Responsible to assist and review team members to process multiple type of jobs and functions.
$15 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi, My name is Ruhan Shaikh. I am an Account Executive at Meru Accounting. I have experienced of more than 1 year. I have experienced in mostly 2 softwares QuickBooks and Xero. I do categorisation transactions, Bank reconciliation and payroll processing, etc.
$20.41 AUD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of AUSTRALIA
Craigieburn, Australia
5.0
6
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Member since Sep 24, 2020

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