We are a freight and logistics organisation based in Malawi, Africa.
We arrange logistics and shipment of cargo to and from rest of the World and Malawi. Malawi is a landlocked country with no direct access to sea coast.
The cargo is usually packed into shipping containers and various means of transportation is used including, air, sea, road and rail. Various services are provided by numerous service providers.
All the service providers have to be paid on time and per the budgeted cost when quoting the shipment. If over budget then a query to be raised and only a Manager can then allow for invoice to proceed in excess of budget, or Manager to amend the budget. We need to also ensure that service providers do not duplicate service invoice, and our own accounts department do not duplicate any payments as well.
In addition we are in Malawi (Local Curreny: Malawi Kwacha [mk]) but majority of our transactions are US Dollar (USD) based. Therefore almost all transaction will have USD and MK equivalent. We need to ensure that the rate of exchange being used is also correct.
None of the costs to be paid unless they are first matched to the budget, then approved by Manager and to check that relevant revenue invoice pertaining to particular costs has been invoiced out.
At present we are using excell as per attached but it is very cumbersome and difficult to keep track.
You will note the different months schedules. There is a schedule for actual and another for budget for each month. At the end of each month whatever figures that have not been receiver are then accrued, be it income or expense. This helps us secure profit and loss for monthly basis. We can also obtain by client.
Each service is sold as a product.
I have colour coded each revenue and corresponding expense in same colour so that u may differentiate more easily. In addition one of the columns is highlighted in black to separate income from expense.
We would like this process to be automated as well as give us period reports based on date of arrival of shipment. Monthly Profit and Loss and Porift and Loss by client. Profit and Loss by Service Product.
Hello!
I am ready to help you with your task!
I can develop a CRM system to automate your everyday work flow.
I had alike experience developing from scratch responsive web-based CRMs/Dashborads for different companies using PHP+MySQL+jQuery+Bootstrap3+GoogleAPI.
- inventory
- bills and invoice making
- users' accounts managing
- Google Drive files upload
- Gmail messages fetching
- invoices, reports, contracts and other docs in PDF/CSV, charts and etc
I can send you screenshots of the system, I guess it's similar to what you need
You can also take a look at my portfolio.
Please do not hesitate to contact me via messenger!
**Experienced freelancer with 5 star ratings**
Hi
I am a qualified Chartered Accountant with 9 years of experience in field of Excel, Business Plan, Market Strategy, Accounting, taxation.
Why to hire me?
1. Deep knowledge of Business Planning and Forecasting.
2. Hands on experience in MS office.
3. Done all previous jobs with on time and within budget.
4. All time availability via chat, Skype and email.
5. As i am from Finance Background i will create financially viable plan.
Looking at above point i would be best freelancer to hire for.
How i will complete project.
1. Detail discussion with you to understand your needs and expectations.
2. chalk out proforma plan.
3. Market Study and Analysis of data gathered.
4. creating info excel file as required.
Please feel free to contact me for questions.
Looking forward for work with you.
Kind Regards
Akshay Patil
This sounds like some of my own professional engineering projectrs involving overseas currency, scheduling and auto updates. Would be very keen to assist you in developing the right tools for your business.