Services
  • Sending invoices
  • Following up on quotes
  • Chasing payments
  • Monitoring outstanding invoices and keeping client informed
  • Reconciling accounts
  • Keeping receipts and invoices safe ready for the accountant
  • Managing and monitoring expenses
  • Bank reconciliation
  • Customer phone payments
  • Reconciling supplier statements and keeping them informed on payment dates
Skills
  • EDI invoicing & portal checks
  • Entering customer bank receipts
  • vLookups – customer receipts and supplier statement checks
  • Pivot table for processing supplier invoices (such as haulage back haul)
Software
  • Xero
  • Sage
  • Priority
  • SoftCo
  • AX
  • Excel
  • SAP Concur
  • IFS
Education
  • AAT Level 2
  • AAT Level 3 – Preparing Financial Statements (FAPS)
  • AAT Level 3 – Tax Processes for Business (TPFB) – currently studying
Experience
  • Sales and purchase ledgers
  • Invoicing
  • Managing customer enquiries
  • Supplier payments
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