Κλειστό

Categorize bank transactions

The Job

Categorise transactions in accounting software as described below

Payment is 5c per transaction categorized.

Steps

1. Login to the accounting softtware

Log on to [url removed, login to view] - the accounting software at [url removed, login to view]

user = To be provided

password = to be provided

1a. Go to transactions

Then go to the bank account [url removed, login to view]

You should see a list of transactions. On the right is a panel showing the months and the number of transactions uncategorised.

Your job is to categorise transactions in red for each month.

2. Categorise transactions for each month.

On the right side of the screen you will see a list of each month with uncategorised transactions.

2a. CLICK on each month.

2b. Go through each month and look at each page of transactions.

See below

2c. Identify transactions to categorise

For each transaction across each page, begin categorising transactions in red.

If you see any of the following words, then click on the transaction to open a new window (see the image below) and then select the category dropdown for that transaction, then save.

Start with transactions with the following words in the transaction

e.g. Where the word ‘Zipcar’ is in the description, categorise to motor expenses.

See the example below

Words in transaction Categorize to

02 or Three or 3 Mobile phone

Aerling Travel

Amazon Computer hardware

Asda Money paid to user

Budgens Money paid to user

Carphone Mobile phone

Costa Money paid to user

Easyjet Travel

Ebay Computer hardware

Envato Computer software

Fiverr Subcontractor consts

Flybe Travel

Food lab Money paid to user

Freelancer Subcontractor costs

Google Computer software

Hotel Travel

Linkedin subscriptions

Lookout Computer software

Maplin Computer hardware

Marks & Spencer Money paid to user

Nero Money paid to user

Paypal Computer hardware

Post or post office Postage

Pret a manger Money paid to user

Railw Travel

Ryanair Travel

Skype Internet

South Coast Money paid to user

Starbucks Money paid to user

Tablepouncer Money paid to user

Talktalk Internet

Tesco Money paid to user

Tesco Broadband Web hosting

TFL travel

The Gym Money paid to user

Trainline Travel

Uber travel

United hosting Web hosting

VIstaprint Printing

Volusion Web hosting

WH Smith Books & Journals

Wix Web hosing

zipcar Motor Expenses

2d. Categorise the transaction

1. Open up the transaction

2. Select Category drop down

3. Select the right category

4. Save and return to the next screen

Make sure you look at transactions for each month (they are cross several [url removed, login to view] 1, page 2 etc

Δεξιότητες: Εισαγωγή Δεδομένων, Επεξεργασία Δεδομένων, Επεξεργασία, Excel, Εικονικός Βοηθός

Δείτε περισσότερα: zipcar com, zipcar, VIRTUAL ASSISTANT FOR Amazon, virtual assistant fiverr, virtual assistant costs, united hardware, uber.com, travel smith, travel freelancer login, starbucks com, printing freelancer, post office job .com, post office job, paypal to bank account, open hardware freelancer, open a new account of freelancer, open a account in freelancer, office web accounting, new fiverr, marks and spencer, lookout mobile, lookout, log on to freelancer, log on freelancer, login page of freelancer

Σχετικά με τον Εργοδότη:
( 17 αξιολογήσεις ) Hampstead Heath, United Kingdom

ID Εργασίας: #7108120

39 freelancers κάνουν προσφορές με μέσο όρο $9/ώρα γι' αυτή τη δουλειά

weblazer

Good day! Im very interested to do this project. I worked as admin support for almost four years in one of the outsourcing company here in the Philippines. I did similar to this project and the client was very happy wi Περισσότερα

$8 USD / ώρα
(93 Αξιολογήσεις)
7.3
Wezigners

Hi Tinycreative, Are you there? EAGERLY AWAITING FOR YOUR PROJECT APPROVAL. Totally it has 927. I will complete within 15 hours. Just now i checked your PDF details now i know how to do this. Please provide your adm Περισσότερα

$8 USD / ώρα
(307 Αξιολογήσεις)
7.3
jubair7

Sir, Ready to start. I have read and will categorize the transactions as per given criteria. I'm happy with 5c per transaction categorized as proposed. May I know how many transactions are there in total (approx.)?? Περισσότερα

$8 USD / ώρα
(219 Αξιολογήσεις)
6.9
vsolcorp

Hello, Sir I am from vSol CORP. We are 19 people team, worked on more than 500 completed projects. We provide round the clock service. I have checked your project requirement. We are professional with accounts tran Περισσότερα

$8 USD / ώρα
(119 Αξιολογήσεις)
6.8
sonarkaushik

Sir, I am well versed in this kind of jobs and can do your project as per requirement. I have done lots of these kind of projects and will deliver flawless work Looking for further discussions in this reg Περισσότερα

$11 USD / ώρα
(131 Αξιολογήσεις)
6.3
Webxpert4u

Hello, I checked the attached PDF and got the idea to categorized the transactions. I am not sure how many transactions you have totally so i placed bid for 20 hours. Task is pretty easy. I can easily work 6 hours per Περισσότερα

$8 USD / ώρα
(107 Αξιολογήσεις)
6.2
bdmultitech

Sir you Invited me >>>>>>>>>>>>>>>> Hello, Expert here. Ready to start. Let me do this work with perfection, accuracy and according to your requirements, please contact with me so we can discuss further about the Περισσότερα

$8 USD / ώρα
(126 Αξιολογήσεις)
5.6
monish2002

Hi. Thanks for the opportunity extended. I understand the project needs and find myself confident to carry out the work in the stipulated time frame. I have read the project description carefully and have been Περισσότερα

$8 USD / ώρα
(27 Αξιολογήσεις)
5.5
Ibrahim185

Hi, I have read your project description . i am highly interested to do this task . Let's discuss and start right now. Awaiting for your positive reply,Hope we will work together for this project. thanks.

$8 USD / ώρα
(142 Αξιολογήσεις)
5.5
FirstChoiceWeb

Hello, Read and understood project details. We have a lot of experience of data scarping and data entry. We can do this job very well also we are ready to do sample entries. Hope to getting consider for this. Regards

$8 USD / ώρα
(62 Αξιολογήσεις)
5.5
hdlong66

Hello. I have read your attached instruction and saw there are 927 transactions to be categorized. I agree with your term $0.05 per entry. Would you share test access to the program, please? I am have not experience wi Περισσότερα

$8 USD / ώρα
(61 Αξιολογήσεις)
5.2
ePelicano

Hi, I do hope you still remember me I worked for you before here. I can do this task, please give it to me and like before I will complete this with 100% accuracy. By the way I already read the instruction please forwa Περισσότερα

$8 USD / ώρα
(25 Αξιολογήσεις)
5.1
dublinebayer

Hello, I would really like to do this work on this project with you. I can do the selection for you. I can start immediately and I really enjoy data entry and classification. I am quick at learning new software an Περισσότερα

$8 USD / ώρα
(28 Αξιολογήσεις)
5.1
sajidmahmud

Hello I am sajidmahmud I see your project and i do it as your acceptation. I have 3 years experience to work in a any kind data process Web Scraping, Web Search, Excel,SEO and Photoshop work would like to assure you t Περισσότερα

$12 USD / ώρα
(103 Αξιολογήσεις)
4.9
raghav1101

Hi I would love to work on this project. I am a chartered accountant (CPA equivalent) student with my result awaited for the degree. I have 5 years of experience in the field of accounts and finance. Please contact Περισσότερα

$8 USD / ώρα
(34 Αξιολογήσεις)
4.8
xdem1an

Hello. I would love to work on this. I can offer 5-6 hours daily, and I ask you to check my profile for references. I do not ask any milestones in advance, it is clear I need to categorize 20 statements for 1$. Your ra Περισσότερα

$10 USD / ώρα
(10 Αξιολογήσεις)
4.6
xibalbaeve

Dear Project Employer, based on the project description/summary, I believe my experience, skills and knowledge are a good match to complete your job tasks. I'm a serious and hard-working person! I finished economics un Περισσότερα

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4.4
PigtailXL

Hello Sr. I'm an experienced System Engineer, mainly developing solutions to automate, almost any process. I would like to offer you a solution which will run like a Bot, doing all programmed steps you have expla Περισσότερα

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4.2
Ibrahim33

Hello Dear my name is Ibrahim Ragab I'm an administrative assistant specializes in all kind of data entry services. I'm highly experienced in any kind of handwritten data entry, web researching, excel, word SEO and Περισσότερα

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4.1
jayath2020

Hello Sir/Madam, I am placing this bid to have a chance to talk with you regarding your project and discuss what i can provide in my position to acquire your project. Please contact me via freelancer to clarify my b Περισσότερα

$8 USD / ώρα
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