WorkGuru Document Template 

Non-Table Fields

These fields can be used anywhere on the relevant project template.  Please Note: All merge fields are case sensitive.

The fields are related to the type of document they are assigned to, but is generally hierarchical: Quote/Purchase Order -> Project -> Invoice. (E.g. a Project Custom Field can't be displayed on a Quote).  Custom Fields availability dependent on what the transaction type the field is assigned to and the relevant document type.


Merge FieldMerge Field NameNotesQUOINVSSPROPJPOPGASSCNLD
Asset[AssetName]YYNYYNNYNN
Asset[AssetSerialNumber]YYNYYNNYNN
Asset[AssetType]YYNYYNNYNN
Business[BusinessAddress]YYYYYYYNYN
Business[BusinessLegalName]YYYYYYYNYN
Business[BusinessTaxNumber]YYYYYYYNYN
Client[ClientABN]Billable ClientYYYYYNYYYN
Client[ClientAddress1]Billable ClientYYYYYNYYYN
Client[ClientAddress2]Billable ClientYYYYYNYYYN
Client[ClientCity]Billable ClientYYYYYNYYYN
Client[ClientCreditDays]Credit TermsYYYYYNNYYN
Client[ClientCreditLimit]YYYYYNNYYN
Client[ClientEmail]Billable ClientYYYYYNYYYN
Client[ClientFax]Billable ClientYYYYYNYYYN
Client[ClientName]Billable ClientYYYYYNYYYN
Client[ClientPhone]Billable ClientYYYYYNYYYN
Client[ClientPostcode]Billable ClientYYYYYNYYYN
Client[ClientPurchaseOrder]Billable ClientNYYYYNYYYN
Client[ClientState]Billable ClientYYYYYNYYYN
Client[ClientWebsite]Billable ClientYYYYYNYYYN
Credit Note[CreditNoteDate]NNNNNNNNYN
Credit Note[CreditNoteDescription]NNNNNNNNYN
Credit Note[CreditNoteNumber]NNNNNNNNYN
Credit Note[CreditNoteSubTotal]NNNNNNNNYN
Credit Note[CreditNoteTaxTotal]NNNNNNNNYN
Credit Note[CreditNoteTotal]NNNNNNNNYN
Custom Fields[CustomFieldName]Y*Y*NY*Y*Y*Y*Y*NN
Invoice[AmountOutstanding]Total minus PaymentsNYNNNNNNNN
Invoice[InvoiceDate]NYNNNNNNNN
Invoice[InvoiceDescription]NYNNNNNNNN
Invoice[InvoiceDueDate]NYNNNNNNNN
Invoice[InvoiceNumber]NYNNNNNNNN
Invoice[InvoiceReference]NYNNNNNNNN
Invoice[InvoiceSubTotal]NYNNNNNNNN
Invoice[InvoiceTotal]NYNNNNNNNN
Invoice[InvoiceTotalTax]NYNNNNNNNN
Invoice[ProjectClientABN]Project ClientNYNNNNNNNN
Invoice[ProjectClientAddress1]Project ClientNYNNNNNNNN
Invoice[ProjectClientAddress2]Project ClientNYNNNNNNNN
Invoice[ProjectClientName]Project ClientNYNNNNNNNN
Invoice[ProjectClientPostcode]Project ClientNYNNNNNNNN
Invoice[ProjectClientState]Project ClientNYNNNNNNNN
Lead[LeadBudget]NNNNNNNNNY
Lead[LeadCategory]NNNNNNNNNY
Lead[LeadCloseProbability]NNNNNNNNNY
Lead[LeadCreationDate]NNNNNNNNNY
Lead[LeadDescription]NNNNNNNNNY
Lead[LeadForecastCloseDate]NNNNNNNNNY
Lead[LeadName]NNNNNNNNNY
Lead[LeadNumber]NNNNNNNNNY
Lead[LeadStage]NNNNNNNNNY
Lead[LeadStatus]NNNNNNNNNY
Lead[LeadWonOrLostDate]NNNNNNNNNY
Lead[LeadContactEmail]NNNNNNNNNY
Lead[LeadContactFirstName]NNNNNNNNNY
Lead[LeadContactFullName]NNNNNNNNNY
Lead[LeadContactLastName]NNNNNNNNNY
Lead[LeadContactPhone1]NNNNNNNNNY
Lead[LeadContactPhone2]NNNNNNNNNY
Lead[LeadOwnerEmail]NNNNNNNNNY
Lead[LeadOwnerFirstName]NNNNNNNNNY
Lead[LeadOwnerFullName]NNNNNNNNNY
Lead[LeadOwnerLastName]NNNNNNNNNY
Lead[LeadOwnerPhone]NNNNNNNNNY
Project[ProjectContactEmail]NYNYYNNNYN
Project[ProjectContactName]NYNYYNNNYN
Project[ProjectContactPhone1]NYNYYNNNYN
Project[ProjectContactPhone2]NYNYYNNNYN
Project[ProjectDescription]NYNYYNNNYN
Project[ProjectDueDate]NYNYYNNNYN
Project[ProjectManager]NYNYYNNNYN
Project[ProjectName]NYNYYNNNYN
Project[ProjectNumber]NYNYYNNNYN
Project[ProjectStartDate]NYNYYNNNYN
Project[ProjectTax]NNNYYNNNYN
Project[ProjectTotal]NNNYYNNNYN
Project[ProjectTotalForecastTime]NNNYYNNNYN
Project[ProjectTotalIncTax]NNNYYNNNYN
Purchase Order[PurchaseOrderDate]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryAddress1]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryAddress2]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryInstructions]NNNNNYNNYN
Purchase Order[PurchaseOrderDescription]NNNNNYNNYN
Purchase Order[PurchaseOrderExpectedDate]NNNNNYNNYN
Purchase Order[PurchaseOrderNumber]NNNNNYNNYN
Purchase Order[PurchaseOrderProjectNumber]NYNNNNNNYN
Purchase Order[PurchaseOrderState]NNNNNYNNYN
Purchase Order[PurchaseOrderSubTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderSuburb]NNNNNYNNYN
Purchase Order[PurchaseOrderTaxTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderVolume]NNNNNYNNNN
Purchase Order[PurchaseOrderWeight]NNNNNYNNNN
Purchase Order[PurchaseOrderWeight]NNNNNYNNNN
Purchase Order[PurchaseOrderVolume]NNNNNYNNNN
Quote[QuoteContactEmail]YNNNNNNNNN
Quote[QuoteContactFirstName]YNNNNNNNNN
Quote[QuoteContactFullName]YNNNNNNNNN
Quote[QuoteContactLastName]YNNNNNNNNN
Quote[QuoteContactPhone]YNNNNNNNNN
Quote[QuoteDate]YNNYYNNNNN
Quote[QuoteDescription]YNNYYNNNNN
Quote[QuoteExpiryDate]YNNYYNNNNN
Quote[QuoteName]YNNYYNNNNN
Quote[QuoteNumber]YNNYYNNNNN
Quote[QuoteRecommendedJobDate]YNNYYNNNNN
Quote[QuoteTax]YNNYYNNNNN
Quote[QuoteTotal]YNNYYNNNNN
Quote[QuoteTotalIncTax]YNNYYNNNNN
Quote[QuoteVolume]YNNNNNNNNN
Quote[QuoteWeight]YNNNNNNNNN
Quote[QuoteOrderWeight]YNNNNNNNNN
Quote[QuoteOrderVolume]YNNNNNNNNN
Stock Sale[StockSaleContactFirstName]NYYNNNNNYN
Stock Sale[StockSaleContactFullName]NYYNNNNNYN
Stock Sale[StockSaleContactLastName]NYYNNNNNYN
Stock Sale[StockSaleContactPhone]NYYNNNNNYN
Stock Sale[StockSaleDate]NYYNNNNNYN
Stock Sale[StockSaleDescription]NYYNNNNNYN
Stock Sale[StockSaleDispatchDate]NYYNNNNNYN
Stock Sale[StockSaleNumber]NYYNNNNNYN
Stock Sale[StockSaleTax]NYYNNNNNYN
Stock Sale[StockSaleTotal]NYYNNNNNYN
Stock Sale[StockSaleTotalIncTax]NYYNNNNNYN
Subtotals[ProductsSubTotal]YYYYYYNNYN
Subtotals[ProductsTaxTotal]YYYYYYNNYN
Subtotals[ProductsTotal]YYYYYYNNYN
Subtotals[TaskSubTotal]YYNYYYNNYN
Subtotals[TaskTaxTotal]YYNYYYNNYN
Subtotals[TaskTotal]YYNYYYNNYN
Supplier[SupplierABN]NNNNNYNNYN
Supplier[SupplierAddress1]NNNNNYNNYN
Supplier[SupplierAddress2]NNNNNYNNYN
Supplier[SupplierCity]NNNNNYNNYN
Supplier[SupplierContactEmail]NNNNNYNNYN
Supplier[SupplierContactName]NNNNNYNNYN
Supplier[SupplierContactPhone1NNNNNYNNYN
Supplier[SupplierContactPhone2NNNNNYNNYN
Supplier[SupplierEmail]NNNNNYNNYN
Supplier[SupplierFax]NNNNNYNNYN
Supplier[SupplierName]NNNNNYNNYN
Supplier[SupplierPhone]NNNNNYNNYN
Supplier[SupplierPostcode]NNNNNYNNYN
Supplier[SupplierState]NNNNNYNNYN
Supplier[SupplierWebsite]NNNNNYNNYN
User[UserEmail]Current Logged in WorkGuru UserYYYYYYYYYN
User[UserFirstName]Current Logged in WorkGuru UserYYYYYYYYYN
User[UserFullName]Current Logged in WorkGuru UserYYYYYYYYYN
User[UserLastName]Current Logged in WorkGuru UserYYYYYYYYYN
User[UserPhone]Current Logged in WorkGuru UserYYYYYYYYYN
Warehouse[WarehouseAddress1]NYYYYYNNNN
Warehouse[WarehouseAddress2]NYYYYYNNNN
Warehouse[WarehouseName]NYYYYYNNNN
Warehouse[WarehousePostcode]NYYYYYNNNN
Warehouse[WarehouseState]NYYYYYNNNN
Warehouse[WarehouseSuburb]NYYYYYNNNN

Table Fields

The following fields are required to be used within a table on the document, so WorkGuru can recur the rows to match the number of line items on the transaction.   Due to this, the table will change in size on the document, so that will need to factored into the document template layout.


The process to setup the tables correctly by ensuring they have a Header and the correct Alt-Text Description is available here.

Products

Tasks

Merge FieldMerge Field NameNotesQUOINVSSPROPOPGASSCN
Task[TaskAmount]Excl GST TotalYYYYNYNY
Task[TaskCostPrice]NNNNNNNY
Task[TaskDescription]YYYYNYNY
Task[TaskForecast]Forecast/Quoted AmountNYYNNNNN
Task[TaskInvoicedAmount]NYNNNNN
Task[TaskInvoicedPercentage]Percentage of Task Invoiced in TotalNYYNNNNN
Task[TaskName]YYYYNYNY
Task[TaskPercentage]Percentage of Task Invoiced on this invoiceNYYNNNNN
Task[TaskPrevInvoicedAmount]NYNNNNNN
Task[TaskQuantity]YYYYNYNY
Task[TaskRate]YYYYNYNY
Task[TaskRemaining]Amount remaining on Task after this InvoiceNYYNNNNN
Task[TaskStaff]NNNYNNNN
Task[TaskTaxAmount]YYYYNYNY
Task[TaskTaxName]YYYYNYNY
Task[TaskTotalAmount]Inc GST TotalYYYYNYNY
Task[TaskUnitTax]YYNNNNNY

Timesheets

Merge FieldMerge Field NameNotesQUOINVSSPROPOPGASSCN
Invoice Timesheet[StaffName]NYNNNNNN
Invoice Timesheet[TSDate]NYNNNNNN
Invoice Timesheet[TSEndTime]NYNNNNNN
Invoice Timesheet[TSLength]NYNNNNNN
Invoice Timesheet[TSNote]NYNNNNNN
Invoice Timesheet[TSStartTime}NYNNNNNN
Invoice Timesheet[TSTask]NYNNNNNN

Purchases

Purchases fields are used in a table on invoice templates to display billable disbursement lines that have been invoiced.


Merge FieldMerge Field NameNotesQUOINVSSPROPOPGASSCN
PO Disbursement[POAmount]Ex GST TotalNYNNNNNN
PO Disbursement[PODescription]NYNNNNNN
PO Disbursement[POName]NYNNNNNN
PO Disbursement[POQuantity]NYNNNNNN
PO Disbursement[PORate]NYNNNNNN
PO Disbursement[POTaxAmount]NYNNNNNN
PO Disbursement[POTaxName]NYNNNNNN
PO Disbursement[POTotalAmount]Inc GST TotalNYNNNNNN
PO Disbursement[POUnitAmount]NYNNNNNN
PO Disbursement[POUnitTax]NYNNNNNN

PurchaseLines

PurchaseLine fields are used in a table on project briefs to display project purchase order line item information.


Merge FieldMerge Field NameNotesQUOINVSSPROPOPGASSCN
PO Line[PODescription]NNNYNNNN
PO Line[POName]NNNYNNNN
PO Line[PONumber]NNNYNNNN
PO Line[POOrderQuantity]NNNYNNNN
PO Line[POQuantity]NNNYNNNN
PO Line[PORecievedQuantity]NNNYNNNN
PO Line[POSku]NNNYNNNN
PO Line[POSupplier]NNNYNNNN

Payments

The payments table can be used used to display payment type and amounts on invoices.  Usually used in conjunction with the [AmountOutstanding] field to show balance owing.


Merge FieldMerge Field NameNotesQUOINVSSPROPOPGASSCN
Payments[PaymentAmount]NYNNNNNN
Payments[PaymentDate]NYNNNNNN
Payments[PaymentType]NYNNNNNN


Lead Activities

The lead activities table can be used used to display lead activities on lead documents.

Merge FieldMerge Field NameNotesQUOINVSSPROPJPOPGASSCNLD
Lead Activity[LeadActivityFullName]Assigned users nameNNNNNNNNNY
Lead Activity[LeadActivityType]NNNNNNNNNY
Lead Activity[LeadActivityDueDate]NNNNNNNNNY
Lead Activity[LeadActivityCompletedDate]NNNNNNNNNY
Lead Activity[LeadActivityDescription]NNNNNNNNNY