Monday.com Bookkeeping Setup
Publicada el 2026-07-17
Descripción de la oferta
I am streamlining all of our expense tracking inside monday.com and want a dedicated bookkeeping assistant who can build, refine, and maintain that workflow for me. The core objective is simple: every business expense must land in a monday.com board and automatically fall under the correct department so I can see real-time spending by team. Here is what the engagement covers: • Design or fine-tune the monday.com board structure, columns, and automations so each new line item is instantly categorised – by department only – with no manual drag-and-drop. • Import any past expense data I provide (CSV, Excel, or direct copy-paste) and confirm it is mapped to the right departments. • Create easy-to-read views or dashboards that surface totals, variances, and trends per department at a glance. • Keep the board tidy on an ongoing basis: duplicate detection, status updates, quick monthly reviews, and light reconciliation against the card statements I upload. • Document the final workflow in a short SOP so anyone on the team can add an expense without breaking the setup. Acceptance criteria 1. All historical transactions appear in monday.com, cleanly grouped by department and fully searchable. 2. New-entry form or automation routes every expense to the correct department with zero extra clicks. 3. Dashboard widgets display current month and year-to-date totals per department. 4. A one-page SOP (PDF or board doc) explains how to add, review, and audit expenses. If you are comfortable building out expense-tracking systems specifically inside monday.com, let’s get started – I’m ready to provide board access and the first data file right away.
Skills
Fuente original: freelancer