WorkGuru.io

Setting Up Workguru 3

• Minimum Configuration
• Workflow Considerations
• Setting Up WorkGuru

Connecting to Xero 2

• Getting Started
• Data Flow

Connecting to QuickBooks 0

Projects 4

• Applying Project Templates
• Editing a project
• Viewing Project Details
• Deleting a project

Assets 0

Quotes 6

• Quote Overview
• Adding a Quote
• Editing a Quote
• How do I find a Saved or Issued Quote?
• How do I delete a Quote?

See all 6 articles

Purchasing 0

Invoicing 1

• Quick Invoice

Project Groups 0

CRM and Lead Management 0

Projects Dashboard 1

• Project Dashboard

New Project 2

• Creating a Project from Project Dashboard
• Creating a New project

Schedule 1

• Project Schedule

Project Groups 5

• New Project Groups
• Edit or Delete Project Groups
• Project Group Details
• Adding Projects to Project Groups
• Adding Quotes to Project Groups

Quotes 1

• Quote Dashboard

New Quote 1

• New Quote Shortcut

Lead Tracker 1

• Lead Dashboard

New Lead 1

• New Lead Shortcut

Purchases 1

• Purchases Dashboard

New Purchase Order 1

• New Purchase Order Shortcut

Invoices 1

• Invoice Dashboard

Clients Dashboard 2

• New Client
• Import Clients

Stock 1

• View Stock

Stocktake 1

• Adding a stock take

Add Stock Adjustment 1

• Creating a stock adjustment

Stock Transfers 0

Suppliers Dashboard 1

• Add Supplier

Timesheets Dashboard 1

• Adding Timesheets

Settings 1

• Updating Accounting Settings

Payment Types 2

• Create a New Payment Type
• Applying Payments

Xero 2

• Syncing Data from WorkGuru to Xero
• Sending Timesheets to Xero

Assets 5

• Assets - Overview
• How do I find the Asset Index?
• Adding a New Asset
• How do I edit an existing Asset?
• How do I review an asset's history?

Products 3

• List Products
• Adding a Product
• Import Products

Tasks 3

• List Tasks
• Import Tasks
• Add Task

Project Templates 3

• Project Templates Overview
• Create a Template
• Editing and Delete Project Templates

Document Templates 3

• Document Template Overview
• Merge Field Reference
• Create a New Document Template

Custom Fields 3

• Custom Fields
• Add a Custom Field
• Manage Custom Fields

Roles 2

• Roles
• Create New Role

Users 4

• Users Dashboard
• Create New Users
• Editing User Specific Permissions
• Managing Users

Languages 0

Audit Logs 0

Subscription 0

Settings 5

• General - Timezone
• Appearance
• User Management
• Security
• Invoice

Document Settings 1

• Document Settings

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

Kiosk 0