Project Description

Client Instructions – Financial Data Entry (Invoices & Transactions)

Project Title: Remote Data Entry Clerk – Invoice & Transaction Entry into Excel

Project Overview:
We are hiring a Remote Data Entry Clerk to assist with transferring transaction records and scanned invoices into a structured Excel format. The role demands precision, especially when entering numerical values and currency figures. The data will be used for internal bookkeeping and financial reporting.

Key Responsibilities:

• Enter the following information from scanned invoices or receipts:

  • Transaction Date

  • Vendor Name

  • Invoice or Reference Number

  • Amount (in KES or specified currency)

  • Payment Method (e.g., bank transfer, M-Pesa, cash)

• Ensure figures are formatted correctly (e.g., 12,500.00)

• Maintain consistency in vendor naming and date formats (e.g., YYYY-MM-DD)

• Flag any invoices with unclear amounts or missing fields

• Perform a brief review to catch any duplicates or inconsistencies

Source Materials:

• Scanned or PDF copies of invoices and receipts will be provided upon hire

• Excel spreadsheet template with labeled columns will be shared

• A brief instruction guide on formatting and field descriptions will be included

Required Skills:

• Strong proficiency in Microsoft Excel or Google Sheets

• Familiarity with basic accounting or financial terms

• Experience working with invoices or bookkeeping data (preferred)

• Keen attention to detail and accuracy in numerical data

• Ability to follow formatting rules and flag unclear entries

Deadline:
The completed Excel spreadsheet must be submitted by August 7, 2025, no later than 11:00 PM EAT.