Excel Receipt Data Entry & Support
Budget: $15 – $25 USD
I’m looking for someone who can take a stack of receipts and invoices and turn them into clean, well-organized Excel workbooks that I can use straight away. Every line needs to be entered exactly as it appears on the document—date, vendor, amount, tax breakdown, and any memo or reference numbers—so absolute accuracy is critical.
Here’s how I picture the workflow:
• I scan or photograph the physical receipts and invoices and upload them to a shared folder.
• You enter each item into the master Excel spreadsheet, following the column structure I’ll provide.
• Before sending the file back, you double-check totals and flag any unclear figures or missing information.
• We keep a running log of completed batches so nothing falls through the cracks.
Beyond raw entry, I’d like you to maintain the workbook: insert dynamic formulas, apply filters, and periodically tidy up formatting so the file stays easy to navigate. If you’re comfortable adding pivot tables or simple dashboards for quick spend summaries, that’s a plus.
Customer support is the second part of the role. Expect light but consistent tasks such as answering email queries about invoice status, chasing suppliers for missing details, and updating a contact log. Clear written English and a friendly tone are important here.
Deliverables
1. Fully populated, error-free Excel spreadsheet for each batch of documents.
2. A brief change log/note sheet outlining any assumptions or questions.
3. Timely, courteous email responses and status updates related to the receipts and invoices you handle.
Acceptance criteria
• 100 % of supplied documents accounted for in Excel.
• No transcription errors when totals are cross-checked.
• Emails answered within 24 hours on business days.
Tools you should already be comfortable with: Microsoft Excel (desktop or 365), basic email client (Outlook, Gmail, etc.), cloud storage like OneDrive or Google Drive for file exchange.
The volume will start small—think a few dozen receipts per week—but could scale up if we work well together. Let me know your typical turnaround time for, say, 50 documents and any questions you have about the process.
Here’s how I picture the workflow:
• I scan or photograph the physical receipts and invoices and upload them to a shared folder.
• You enter each item into the master Excel spreadsheet, following the column structure I’ll provide.
• Before sending the file back, you double-check totals and flag any unclear figures or missing information.
• We keep a running log of completed batches so nothing falls through the cracks.
Beyond raw entry, I’d like you to maintain the workbook: insert dynamic formulas, apply filters, and periodically tidy up formatting so the file stays easy to navigate. If you’re comfortable adding pivot tables or simple dashboards for quick spend summaries, that’s a plus.
Customer support is the second part of the role. Expect light but consistent tasks such as answering email queries about invoice status, chasing suppliers for missing details, and updating a contact log. Clear written English and a friendly tone are important here.
Deliverables
1. Fully populated, error-free Excel spreadsheet for each batch of documents.
2. A brief change log/note sheet outlining any assumptions or questions.
3. Timely, courteous email responses and status updates related to the receipts and invoices you handle.
Acceptance criteria
• 100 % of supplied documents accounted for in Excel.
• No transcription errors when totals are cross-checked.
• Emails answered within 24 hours on business days.
Tools you should already be comfortable with: Microsoft Excel (desktop or 365), basic email client (Outlook, Gmail, etc.), cloud storage like OneDrive or Google Drive for file exchange.
The volume will start small—think a few dozen receipts per week—but could scale up if we work well together. Let me know your typical turnaround time for, say, 50 documents and any questions you have about the process.