WorkGuru.io

Setting Up Workguru 5

• Minimum Configuration
• Workflow Considerations
• Setting Up WorkGuru
• Emailing from WorkGuru - Domain SPF Record Setup
• Activating Your WorkGuru Subscription

Connecting to Xero 2

• Getting Started
• Data Flow

Connecting to QuickBooks 0

CRM and Lead Management 0

Quotes 9

• Quote Overview
• Adding a Quote
• Editing a Quote
• Email and Printing a Quote
• Revising, Accepting or Declining a Quote

See all 9 articles

Purchasing 14

• Purchasing Overview
• Landed Cost Overview
• Raising a Stock Purchase Order
• Raising a Project Purchase Order
• Purchasing in other Currencies

See all 14 articles

Projects 9

• Creating a Project in WorkGuru
• Viewing Project Details
• Editing a project
• Applying Project Templates
• Adding Timesheets on a Project

See all 9 articles

Invoicing 2

• Quick Invoice
• Deleting an Invoice

Assets 0

Project Groups 0

Timesheets 1

• Entering Timesheets on Behalf of Staff

Projects Dashboard 1

• Project Dashboard

New Project 1

• 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 2

• Lead Tracker Dashboard
• Updating an Existing Lead

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

Warehouses 4

• Setting Up the Default Warehouse in WorkGuru
• Adding additional Warehouses
• Editing Warehouses
• Deleting Warehouses

Suppliers Dashboard 2

• Add Supplier
• Import Suppliers

Timesheets Dashboard 1

• Adding Timesheets

Settings 1

• Updating Accounting Settings

Payment Types 2

• Create a New Payment Type
• Applying Payments

Xero 3

• Syncing Data from WorkGuru to Xero
• Sending Timesheets to Xero
• Xero API Error Messages

Assets 5

• Assets - Overview
• Adding a New Asset
• How do I edit an existing Asset?
• Reviewing Asset Details
• Deleting an Asset

Products 3

• List Products
• Adding a Product
• Import Products

Tasks 3

• List Tasks
• Import Tasks
• Add Task

Project Templates 4

• Project Templates Overview
• Create a Project Template
• Editing and Delete Project Templates
• Recost Line Items in Project Templates

Document Templates 4

• Document Template Overview
• Merge Field Reference
• Create a New Document Template
• Edit an Existing 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
• 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