We do not use a financial system linked to Work Guru, but would assume that those that do would create invoices & apply payments in Work Guru & it would then push through to their financial system.
The issue I have found is that there is no easy way to apply invoice payments in Work Guru & that you have to open every invoice being paid & 'apply a payment'. This is not ideal when you have over 100 invoices paid in a day sometimes.
We used to use Workflow Max & you could tick a box at the side of the invoices being paid & then click a button 'mark as paid', which was much easier & quicker. The fact that the 'unpaid invoices' sorting also doesn't return 50 entries per page, but instead only how many unpaid invoices there are per page, it is extremely time consuming.
We do not use a financial system linked to Work Guru, but would assume that those that do would create invoices & apply payments in Work Guru & it would then push through to their financial system.
The issue I have found is that there is no easy way to apply invoice payments in Work Guru & that you have to open every invoice being paid & 'apply a payment'. This is not ideal when you have over 100 invoices paid in a day sometimes.
We used to use Workflow Max & you could tick a box at the side of the invoices being paid & then click a button 'mark as paid', which was much easier & quicker. The fact that the 'unpaid invoices' sorting also doesn't return 50 entries per page, but instead only how many unpaid invoices there are per page, it is extremely time consuming.
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