Release Notes - 20/06/2023

WorkGuru Release Notes - 20/6/2023


Hi Workguru

We'd like to keep you updated on our latest releases. For detailed instructions on how to use the features of WorkGuru, please see our list of support articles ( We update these articles regularly to stay up to date with the features of the application.

We are pleased to announce that our SuiteFiles integration is now up and running. We're still working on our documentation for this and hope to have it available soon. Please be aware only one file storage integration per tenant be used with WG.





SuiteFiles is a document management system used mostly in accounting, law, and engineering firms. Connect to your SuiteFiles via out integrations page




We can now import new users in bulk up to your subscription limit. This is to help with onboarding and bulk user updates



Added a setting to mark quotes as issued once emailed

Added ability to build quote from client custom prices via client details


Document Templates

Landed Costs lines table has been added to PO docs

Project Summary Template with additional Project fields has been added to our docs - Project - Summary



We've added an additional Pivot Report "Quotes by Accepted/ Declined Date Summary Report" returning accepted/ declined quotes within a period


Trial Tenants

Trial tenants can now automatically populate default demo data via the link on the trial banner




Stock Dashboard page now available on the Mobile App



Optimised the "All my Projects" Widget, vastly improving load speed

Optimised emailed quotes displaying on Quotes Dashboard

Added ability to use custom fields from project templates on recurring jobs

Separated Dashboard Widget Loading from Log in loading resulting in faster login times

Handled rate limiting when getting payments from Xero

Optimisation made to Tanda integration page



Bug Fixes


Fix in place for multiple tokens/ Xero tenants



Bug fix for undoing ToDo items via Project Details page


WorkFlow Max

Fixed WFM Contact mapping



WIP Actuals/ Forecast fix in place for date mapping on saved versions


Quotes / Leads

Fixed quote and lead dashboards not factoring in user permissions



Fixes applied to Stock Movement History by product Id page



Fixed bug for creating Project Groups in relation to selecting multiple assets



Sent to:


WorkGuru Pty Ltd, 3/414 Logan Road, Stones Corner Qld 4120, Australia

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