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Knowledge base
Getting started with WorkGuru
Setting Up Workguru
3
Minimum Configuration
Workflow Considerations
Setting Up WorkGuru - The End to End Workflow.
Connecting to Xero
4
Getting Started With Xero
Data Flow
FAQs
Xero API Messages
Going Live with WorkGuru
1
Your first Stocktake in WorkGuru
Using WorkGuru
CRM and Lead Management
7
Adding a Lead
Updating an Existing Lead
Adding a Quote to Lead
Adding a Lead Activity
Adding a Lead Note
View all 7
Purchasing
21
Purchasing Overview
Landed Cost Overview
Costing a PO before Receiving Stock
Raising a Stock Purchase Order
Raising a Project Purchase Order
View all 21
Quotes
10
Quote Overview
Adding a Quote
Bulk Add Products to Quotes
Editing a Quote
Email and Printing a Quote
View all 10
Projects
13
Creating a Project in WorkGuru
Viewing Project Details
Editing a Project
Applying Project Templates
Adding Timesheets on a Project
View all 13
Project Groups
7
New Project Groups
Edit or Delete Project Groups
Adding Projects to Project Groups
Adding Quotes to Project Groups
Invoicing a Project Group
View all 7
Project Templates
5
Project Templates Overview
Create a Project Template
Bulk Adding Products to Project Templates
Editing and Deleting Project Templates
Recost Line Items in Project Templates
Production
4
Production Job Templates
Create a Production Job
Managing Production Jobs
Completing a Production Job
Invoicing
14
Invoicing Overview
Project Invoices
Stock Sale Invoices
Project Group Invoicing
Rounding when Invoicing in WorkGuru
View all 14
Stock Sales
6
Creating a Stock Sale
Invoicing a Stock Sale
Dispatching a Stock Sale
Completing a Stock Sale
Backordering a Stock Sale
View all 6
Products
8
Creating or Importing Product Units of Measure
Adding a UoM to an Existing Product
Creating a Kit Product in WorkGuru
Editing Kit Bill of Materials
Importing Bill of Materials.
View all 8
Assets
8
Adding a New Asset
How do I edit an existing Asset?
Raising a Quote or Project From an Asset
Reviewing Asset Details
Raising a Project Group from an Asset
View all 8
Timesheets
6
Daily Timesheets
Entering Timesheets on Behalf of Staff
Sending Timesheets to Xero
Weekly Timesheets
Importing Timesheets
View all 6
Stock Control
7
Stock Adjustments - New Adjustment
Conducting a Stocktake In WorkGuru
Warehouses - Setting Up the Default Stock Location
Warehouses - Adding additional Stock Locations
Warehouses - Editing Existing Stock Location
View all 7
Kiosk
7
Accessing the WorkGuru Kiosk
Adding Timesheets in the Kiosk
Using Materials in the Kiosk
Adding Project Notes in the Kiosk
Reviewing Your Timesheet Entries on the Kiosk
View all 7
Credit Notes
2
Raising a Client Credit Note from a Project
Raising a Supplier Credit Note from a Purchase Order
Document Templates
13
Document Template Overview
Document Template Field Library
Create a New Document Template
Table Field Setup in WorkGuru Document Templates
Edit an Existing Document Template
View all 13
Forms
4
Adding a Form
Populating a Form
Creating a Form Template
Timesheet Forms
Notifications
2
Email Notifications in WorkGuru
Enabling Notifications
Scheduling
3
Project Scheduling
Staff Scheduling
Capacity Planning
Report Builder
2
Building a Custom Report
Report Builder Default Field Library
Navigating WorkGuru
Dashboard
1
WorkGuru Dashboard
Projects
6
Project Dashboard
New Project
Project Groups
Recurring Projects
Production Jobs (Beta)
View all 6
Sales
4
Quotes
New Quote
Lead Tracker
New Lead
Purchases
2
Purchases
New Purchase Order
Stock Sales
1
Stock Sales
Invoices
1
Invoices
Credit Notes
2
Client Credit Notes
Supplier Credit Notes
Clients
2
Clients
Import Clients
Stock
5
Stock
Stock Takes
Stock Adjustment
Stock Transfers
Warehouses
Suppliers
2
Suppliers
Import Suppliers
Time Sheets
1
Time Sheets
Accounting
3
Settings
Payment Types
Xero
Assets
1
Assets
Forms (Beta)
1
Form Templates
Reports
1
Reports
Administration
Products
3
List Products
Add Product
Import Products
Tasks
3
List Tasks
Add Task
Import Tasks
Project Templates
1
Project Template Dashboard
Document Templates
1
Document Template Dashboard
Custom Fields
3
Custom Fields
Add a Custom Field
Manage Custom Fields
Team
1
Staff Teams
Delivery Addresses
1
Delivery Addresses
Roles
3
Roles
Create New Role
Role Definitions
Users
4
Users Dashboard
Create New Users
Editing User Specific Permissions
Managing Users
Languages
3
Languages
Changing the Currency Symbol in the WorkGuru UI
Changing the Default Interface Language in WorkGuru
Subscription
2
Subscription Information
Reset Transaction Data
Settings
8
General
Email Defaults
Appearance
User Management
Security
View all 8
Document Settings
1
Document Settings
Lead Settings
1
Lead Settings
My Account
Manage Linked Accounts
1
Managing Linked Accounts
Change Password
1
Change Password
Login Attempts
1
Login Attempts
Change Profile Picture
1
Setting a Profile Picture
My Settings
1
My Settings
Logout
1
Logging out of WorkGuru
Community forums
Showing recent updates
Start a new topic
Workguru Forums
Announcements
11
Release Notes 11/3/22
Posted by
Tabitha Robinson
,
5 months ago
Last Reply
by Tabitha Robinson
5 months ago
Release Notes 04/03/22
Posted by
Tabitha Robinson
,
5 months ago
Last Reply
by Tabitha Robinson
5 months ago
Release Notes 17/02/22
Posted by
Tabitha Robinson
,
6 months ago
Last Reply
by Tabitha Robinson
6 months ago
See all 11 topics
Tips and Tricks
0