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Knowledge base
Getting started with WorkGuru
WorkGuru Setup Guide
5
Setting Up WorkGuru - The End to End Workflow.
Minimum Configuration
Workflow Considerations
Logging into WorkGuru the First Time
Setup WorkGuru with Demo Data
Going Live with WorkGuru
3
Your first Stocktake in WorkGuru
Project WIP Balance Only Setup
Recommended Go Live CheckList
Subscription Management
2
Activate Your WorkGuru Subscription
Managing Your WorkGuru Subscription
Logging In
1
Setting Your Tenant
Migrating to WorkGuru
Universal Import Templates
23
WorkGuru Data Import Overview
Resolving Common Import Error Messages
Importing Clients
Importing Client Contacts
Importing Suppliers
View all 23
From WorkflowMax
12
Migrating from WorkflowMax to WorkGuru Overview
WorkGuru WFM Migration Checklist
Populating WFM Custom Fields
Migrate WFM Clients and Client Contacts
Migrate WFM Supplier and Supplier Contacts
View all 12
From Xero
1
Setting Up WorkGuru Using Xero Data
Using WorkGuru
Document Templates
19
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 19
Tasks
8
Task Overview
Managing Tasks
Adding a New Task
Enforce Task Rate Costing on Timesheets
Task Pricing Tiers
View all 8
Products
17
Products Overview
Managing Products
Adding a New Product
Serialized Products
Batch Products
View all 17
Clients and Contacts
13
Client and Contact Overview
Managing Clients and Contacts
Adding a New Client
Adding New Client Contacts
Adding a New Client and Contact from a Transaction
View all 13
Suppliers and Contacts
10
Supplier and Contact Overview
Managing Suppliers and Contacts
Adding a New Supplier
Adding a New Supplier Contacts
Adding a New Supplier and Contact from a Transaction
View all 10
Leads
12
Leads Overview
Managing Leads
Adding a Lead
Adding a Quote to Lead
Updating an Existing Lead
View all 12
Quotes
18
Quote Overview
Managing Quotes
Adding a Quote
Copying Quotes
Quote Options
View all 18
Projects
30
Projects Overview
Managing Projects
Project WIP in WorkGuru
Project Kanban View
Tracking Realtime Project Profit and Progress.
View all 30
Stock Sales
15
Stock Sales Overview
Managing Stock Sales
Creating a Stock Sale
Edit or Update a Stock Sale
Invoicing a Stock Sale
View all 15
Project and Production Templates
13
Project and Production Templates Overview
Managing Project and Production Templates
Create a Project Template
Creating Templates from Quotes and Projects
Create a Production Template
View all 13
Purchasing
32
Purchasing Overview
Landed Costs Overview
Managing Purchase Orders
Raising a Stock Purchase Order
Raising a Project Purchase Order
View all 32
Purchase Templates
3
Purchase Template Overview
Add Purchase Template
Edit Purchase Template
Invoicing
25
Invoicing Overview
Managing Invoices
Editing Invoices
Staff Rates Invoicing
Invoicing Timesheets
View all 25
Recurring Projects
5
Recurring Projects Overview
Managing Recurring Projects
Creating a Recurring Project
Editing Recurring Projects
Cancelling a Recurring Project
Project Groups
9
Project Group Overview
Managing Project Groups
New Project Groups
Edit or Delete Project Groups
Adding Projects to Project Groups
View all 9
Production Jobs
18
Production Job Overview
Managing Production Jobs
Create a Production Job
Raising a Production Job From a Project
Raising a Sub-Assembly Production Job
View all 18
Assets
18
Asset Overview
Managing Assets
Creating a New Asset
Creating Assets from Quotes or Projects
Assigning a Quote or Project to an Existing Asset
View all 18
Timesheets
16
Timesheets Overview
Managing Timesheets
Options for Users to Submit Timesheets to WorkGuru
Daily Timesheets
Weekly Timesheets
View all 16
Scheduling
6
Scheduling Overview
Gantt Project and Task Scheduling
Gantt Scheduling and Assigning Staff
Gantt Task Capacity Planning
Calendar Scheduling
View all 6
Stock Control & Inventory Management
13
Stock - Managing Stock on Hand
Stock - Tracking Stock Movements
Stocktakes - Managing Stocktakes
Stocktakes - Conducting a Full or Partial Stocktake.
Stock Adjustments - Managing Adjustments
View all 13
Client Credit Notes
9
Client Credit Note Overview
Managing Client Credit Notes
Raising a Client Credit Note from a Project
Raising a Credit Note from a Stock Sale
Create an Ad-Hoc Client Credit Note
View all 9
Supplier Credit Notes
8
Supplier Credit Note Overview
Managing Supplier Credit Notes
Raising a Supplier Credit Note from a Purchase Order
Create an Ad-Hoc Supplier Credit Note
Printing Supplier Credit Notes
View all 8
Forms
9
Forms Overview
Managing Form Template
Adding a Form Template
Creating a Form Document Template
Populating a Form
View all 9
Reporting
5
WorkGuru Reporting Overview
Using WorkGuru's Pivot Reports
Saving a Custom Report
Renaming Custom Report Categories
Report Field Definitions - Projects
Kiosk Web App
15
WorkGuru Kiosk Overview
Setting Up the WorkGuru Kiosk
Signing into the Kiosk
Kiosk Break Shortcut
Adding Timesheets with the Kiosk
View all 15
Email Collaboration
1
Emailing Files and Notes to WorkGuru Transactions
Custom Fields
4
Custom Field Overview
Manage Custom Fields
Add a Custom Field
Custom Field Groups
Navigating WorkGuru Menus
Dashboard Header
5
Universal Search Bar
To-Do List
Dashboard Timer
Notifications
My Account
My Account Menu
7
Managing Linked Accounts
Change Password
Login Attempts
Changing Profile Pictures
My Settings
View all 7
Dashboard
2
Default WorkGuru Dashboard
Customising User Dashboard Widgets
Projects
6
Project Dashboard
New Project
Project Groups
Recurring Projects
Production Jobs
View all 6
Sales
4
Quotes
New Quote
Lead Tracker
New Lead
Purchases
3
Purchases
New Purchase Order
Buying Guru
Stock Sales
1
Stock Sales
Invoices
1
Invoices
Credit Notes
2
Client Credit Notes
Supplier Credit Notes
Clients
1
Clients
Stock
5
Stock
Stock Takes
Stock Adjustment
Stock Transfers
Warehouses
Suppliers
1
Suppliers
Time Sheets
1
Time Sheets
Accounting
4
Settings
Payment Types
Accounting Integration Dashboard
Reconcile Expenses (Xero Only)
Assets
1
Assets
GuruPay
1
GuruPay
Integrations
1
Integrations Dashboard
Reports
1
Reports v2
Products
3
List Products
Add Product
Import Products
Tasks
3
List Tasks
Add Task
Import Tasks
Delivery Addresses
3
Delivery Addresses Dashboard
Add a Delivery Address
Manage Delivery Addresses
Navigating WorkGuru Administration Menus
Project Templates
1
Project Template Dashboard
Document Templates
1
Document Template Dashboard
Purchase Templates
1
Purchase Template Dashboard
Custom Fields
1
Custom Fields Dashboard
Forms
1
Form Templates Dashboard
Team
1
Staff Teams
Roles
3
Roles Dashboard
Create New Role
Role Definitions
Users
6
Users Dashboard
Create New Users
Editing Users
Deleting Users
Editing User Specific Permissions
View all 6
Qualifications
2
Qualifications
Add a Qualification
Languages
3
Languages
Changing the Currency Symbol in the WorkGuru UI
Changing the Default Interface Language in WorkGuru
Subscription
1
Subscription Information
Settings
11
General
Project Settings
Email Defaults
Appearance
User Management
View all 11
Document Settings
1
Document Settings
Lead Settings
1
Lead Settings
Imports
1
Imports
WorkGuru Integrations
GuruPay
5
GuruPay Overview
Setting Up GuruPay
Updating GuruPay Receipt
Adding GuruPay to Invoice Email Templates
Managing GuruPay Payments
API
4
WorkGuru API Overview
WorkGuru API Keys
WorkGuru API Documentation
WorkGuru API Authentication Guide
Xero
19
Xero and WorkGuru Overview
Recommended End of Month Procedures
Xero Dashboard Overview
Connecting Xero to WorkGuru
Updating Xero Settings
View all 19
Tanda
4
Tanda and WorkGuru Overview
Connecting to Tanda
Sending Timesheets to Tanda
Receiving Costed Timesheet Updates
EzzyBills
5
EzzyBills and WorkGuru Overview
Connecting EzzyBills to WorkGuru
Processing Invoices and Receipts with EzzyBills
Matching Receipts in EzzyBills to WorkGuru
Adding Receipts with the WorkGuru Mobile App
SuiteFiles
4
WorkGuru and SuiteFiles Overview
Connecting SuiteFiles to WorkGuru
Using the SuiteFiles Integration
External Signing with WorkGuru and SuiteFiles
Google Drive
3
WorkGuru and Google Drive Overview
Connecting Google Drive to WorkGuru
Using the Google Drive Integration
Dropbox
3
WorkGuru and Dropbox Overview
Connecting Dropbox to WorkGuru
Using the Dropbox Integration
Asana
3
WorkGuru and Asana Overview
Connecting Asana to WorkGuru
WorkGuru and Asana Data Syncing
MYOB
5
MYOB and WorkGuru Overview
Connecting MYOB to WorkGuru
Common MYOB API Error Messages
Sending Data to MYOB
Disconnecting and Reconnecting to MYOB
Quickbooks
1
Connecting QuickBooks to WorkGuru
iOS Apps
WorkGuru Mobile
14
iOS Mobile App Overview
Setting Up the iOS Mobile App
Adding Timesheets with the iOS Mobile App
Review Timesheets with the iOS Mobile App
Adding Stock Usage with the iOS Mobile App
View all 14
Kiosk App
13
iOS Kiosk App Overview
Setting Up the iOS Kiosk App
Signing into the iOS Kiosk App
Adding Timesheets with the iOS Kiosk App
Adding Stock Usage with the iOS Kiosk App
View all 13
Android Apps
WorkGuru Mobile
14
Android Mobile App Overview
Setting Up the Android Mobile App
Adding Timesheets with the Android Mobile App
Reviewing Timesheets with the Android Mobile App
Adding Stock Usage with the Android Mobile App
View all 14
Kiosk App
13
Android Kiosk App Overview
Setting Up the Android Kiosk App
Signing Into the Android Kiosk App
Adding Timesheets with the Android Kiosk App
Adding Stock Usage with the Android Kiosk App
View all 13
FAQs
Why WorkGuru?
1
Will WorkGuru work for my industry?
Browser and Device Compatibility
2
Browser Support
Browser Extensions
Quoting
8
Can I Template Items on a Quote?
Does a Template Lock Me into a Certain Build/BOM
Can I Build a Quote Based on a Metre Rate?
Do You Integrate with my CAD / Take-Off Software?
Can I Control how the Quote Looks to the Client?
View all 8
Purchasing
9
Can I Buy in Multiple Currencies
Can I Purchase Stock without a Project?
Can Purchase Directly for a Project?
Can I Purchase for Multiple Projects and/or Stock on the one Order?
Can I Add Landed Costs to Purchases?
View all 9
Projects
9
What is a WorkGuru project?
How do I account for Non-Billable Time?
How do I add actuals to a project?
Can I Bill Parts of a Project?
What If I Don’t Have the Stock for a Project?
View all 9
Invoicing
9
Can I do partial invoicing?
Can I invoice based on Milestones?
Can I invoice in Foreign Currencies?
Can I Invoice Products if I Don’t Have Stock Available?
Can I Show the Client the Project “Balance Remaining” on an Invoice?
View all 9
Tasks and Timesheets
2
Can I Track Overtime In WorkGuru
Can I Use a Timer to Enter Timesheets
Products and Inventory
15
How Does WorkGuru Track Stock?
How many products can I track?
Do I Need to Track Every Product?
Can I Track Serial Numbers in WorkGuru?
Can I Track Batch Numbers in WorkGuru?
View all 15
Scheduling
4
Can I See a Gantt Chart?
Can I Set Project or Task Dependencies for Scheduling?
Can I See what Tasks Staff are Allocated to Across a Time Period?
Do You Have a Calendar/Diary View?
Stock Sales
6
When do I use Stock Sales?
Can I Invoice a Stock Sale without Dispatching it?
Can I Order Goods to Fulfil a Stock Sale
Can I Allocate Outbound Freight Costs to a Stock Sale?
Can I Partially Dispatch a Stock Sale
View all 6
Clients
1
Can I Invoice a Different Client Than Who the Work is For?