Project Description

Client Instructions – Invoice & Transaction Data Entry

Project Title: Remote Data Entry Clerk – Financial Records Entry into Excel

Project Overview:
We are hiring a Remote Data Entry Clerk to support our finance team by transferring transaction records and scanned invoices into a structured Excel spreadsheet. This data will be used for expense tracking, bookkeeping, and financial reporting, so accuracy and formatting consistency are crucial.

Key Responsibilities:

• Accurately enter the following data from scanned invoices and transaction logs:

  • Transaction Date

  • Vendor Name

  • Invoice/Reference Number

  • Transaction Amount (KES or USD)

  • Payment Method (e.g., Bank Transfer, M-Pesa, Credit Card)

• Use the correct number and currency formats (e.g., 12,500.00 KES)

• Maintain consistency in vendor naming and transaction descriptions

• Flag any invoices or receipts with missing or unclear information

• Review your entries for duplicates or inconsistencies

Source Materials:

• Scanned receipts, bank statements, or invoice PDFs

• Excel spreadsheet template (provided upon hire)

• Data entry guide with sample formatting and naming rules

Required Skills:

• Proficiency in Microsoft Excel or Google Sheets

• Experience in invoice processing or basic bookkeeping preferred

• Strong attention to detail and numeric accuracy

• Familiarity with financial terms and formats

• Ability to follow instructions and meet deadlines independently

Deadline:
All financial records must be entered and submitted by August 7, 2025, no later than 11:00 PM EAT.