Bragan SOPs /Accounting & Finance

Accounting & Finance

32 procedures.

Clocking Machine (ZKTime.net)

This SOP will show you how to export the hours worked for employees in Team IRL

AccountsPayrollBragan PayrollBrightpayZKTime.NetClocking MachineZkZktimeHolidayHoliday Request

Company Structure on Xero (Setup)

The purpose of this procedure is to provide detailed overview of how Xero

AccountsXeroMagentoCustomer GroupFoomanVATViesVAT ValidationSync MagentoAutomatic Exports

Confirming Valid VAT Numbers

The purpose of this SOP is to show the process on how to confirm VAT numbers

Verify VatVat NumberVat Verification

Courier Claims

The purpose of this SOP is to give an idea about the process of doing Courier Claims.

Courier ClaimIfs ClaimsIfs ClaimFedex ClaimFedex ClaimsFastway ClaimFastway ClaimsCourier Claim FormClaim FormIfs Claim Form

Customer Credit Note

Create a credit note to reduce an amount your customer owes.

AccountsCredit NoteRefunds

Customer Group

The purpose of this procedure is to provide detailed overview of how Trade

AccountsMagentoB2bB2cTrade CustomerVAT Group

Customer Statement of Account (SOA)

A statement of account can show all invoices and payments for a date range, or just

AccountsXeroSOACustomer StatementsStatement Of AccountsXero To Be Filed

Fastway Proof Of Delivery

The purpose of this SOP is to response to customer request of proof of delivery.

AccountsCustomer ServiceProof Of DeliveryFastway

Forwarder App: Zendesk to Xero

Bills can be emailed in most document and image formats.

AccountsXeroXero To Be FiledForwarderBillsExpenses

Handling Customer Invoice Request

A copy of the invoice is automatically sent to the customer through email when the

Handling Invoice RequestInvoice RequestInvoice Request From CustomerInvoice From XeroXero InvoiceInvoice XeroCustomer Invoice

Handling Customer Invoice Request through Linnworks (eBay Customer)

A copy of the invoice is automatically sent to the customer through email when the

Invoice RequestCustomer InvoiceInvoice LinnworksInvoice From LinnworksEbay InvoiceInvoice Request EbayEbay Invoice RequestLinnworks Invoice

How to Add New B2B Customer & Change Customer Group

The purpose of this Standard Operating Procedure is to provide the process on how

Customer GroupSetup Customer GroupChange Customer GroupAdd CustomerAdd Customer Group

How to Arrange eBay Refund

Refunds should be a last resort for the business, once all other avenues have been

RefundEbay Refund

How to Arrange Magento Refund

Refunds should be a last resort for the business, once all other avenues have been

AccountsRefundsRefundMagento Refund

How to Publish Invoice from Dext to Xero

The purpose of this SOP is to guide Accounts Personnel on how to publish invoice,

Publish Invoice To XeroPublish InvoiceDext To XeroReceipts To XeroSoa To XeroPublish ReceiptPublish ReceiptsPublish Soa

How to Transfer Fund From Bank to TransferMate

Managing international payments, reconciling invoices & dealing with local regulations

PaymentPayrollTransfermateTransfer Fund To TransfermatePayroll PhPh Payroll

How to Upload BrightPay Payroll Journal to Xero

The purpose of this procedure is to provide guidance to authorized users responsible

XeroBrightpayPayroll JournalPayroll Journal To Xero

Importing Sales to Xero from Greenbacks

This SOP describes the process on when and how to export transactions from eBay

GreenbackGreen BackGreenback To Xero

Intercompany Transactions

Intercompany accounting is a set of procedures used by a Bragan company to

Interacompany Transactions

Intrastat SOP

INTRASTAT is the name given to the system for collecting statistics on the

Intrastat

Payment Run

The purpose of this SOP is to show to process on how to create payment run cards.

PaymentPayrollPayment Run TemplatesStock SupplierRegular SupplierCharityTeam Ph PayrollTeam Irl Payroll

Paypal Resolution Centre

The purpose of this document is to explain standard operating procedures for

PaypalPaymentItem Not As DescribeCustomer ServiceUnauthorized TransactionsItem Not Received

Paypal: Send and Refund Invoices

The purpose of this document is to explain standard operating procedures for

AccountsRefundsPaypalPayment

Send Invoice: Xero Customer Invoices

The purpose of this document is to outline to new and existing staff how to use of this SOP is to establish the responsibilities, internal controls,

AccountsXeroCustomerInvoicesXero To Be FiledSend Invoice

Stripe Payment and Refund and Chargebacks or Payment Disputes

Companies of all sizes and from around the world use Stripe to accept multiple

AccountsStripe PaymentStripe RefundRefundsStripeRefund

Supplier Claims

The purpose of this SOP is to give an idea about Supplier Claims (being updated

ClaimsClaim FormSupplier Invoice NumberGranted ClaimGranted ClaimsSupplier ClaimFollow-Up ClaimsSupplier Claim FormList Of SupplierVariation Listing

Supplier Credit Note

Create a credit note to reduce an amount you owe your supplier.

AccountsXeroCredit NoteClaimsXero To Be Filed

TAN (C&E) Payments

The procedure will help you to understand the procedures involved when importing

AccountsProcurementTAN PaymentsCustoms And Excise

Team IRL Payroll

The purpose of this procedure is to provide guidance to authorized users responsible

AccountsPayrollBragan PayrollBrightpayZKTime.Net

TransferMate

Managing international payments, reconciling invoices & dealing with local regulations

PaymentPayrollTransfermateTransfer Fund To TransfermatePayroll PhPh Payroll

VAT and IOSS Scheme

VAT is levied on most goods and services provided by registered businesses in the UK

VATReverse ChargeViesIoss SchemeEu Vat RulesEu VatVat RulesEuropean Vat

VAT Process & Vies Validation

VAT is levied on most goods and services provided by registered businesses in the UK

VATViesVerify VatVat NumberVat Verification