WorkGuru Document Template 


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[ClientCode]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
Currency Code[CC]The 3 letter currency code for the given document. Falls back to platform default currency code if none saved against document. Replaced with blank space if no default saved.NYNNNYNNNN
Currency Symbol[CS]The default currency symbol saved for use throughout the platform (NOT document-specific)NYNNNYNNNN
Document Currency Symbol[DCS]This field will attempt to match the currency code to its corresponding symbol. Please be advised we do not maintain the DCS list used to match the code to the symbol so this should be used at your own risk - we recommend instead using the currency code and omitting the symbolNYNNNYNNNN
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[InvoiceTaxTotal]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
Invoice Totals[InvoiceProductTotal]NYNNNNNNNN
Invoice Totals[InvoiceProductTotalTax]NYNNNNNNNN
Invoice Totals[InvoiceProductTotalIncTax]NYNNNNNNNN
Invoice Totals[InvoiceTaskTotal]NYNNNNNNNN
Invoice Totals[InvoiceTaskTotalTax]NYNNNNNNNN
Invoice Totals[InvoiceTaskTotalIncTax]NYNNNNNNNN
Invoice Totals[PODisbursementsTotal]NYNNNNNNNN
Invoice Totals[PODisbursementsTaxTotal]NYNNNNNNNN
Invoice Totals[PODisbursementsTotalIncTax]NYNNNNNNNN
Lead[LeadBudget]NNNNNNNNNY
Lead[LeadCategory]NNNNNNNNNY
Lead[LeadCloseProbability]NNNNNNNNNY
Lead[LeadContactEmail]NNNNNNNNNY
Lead[LeadContactFirstName]NNNNNNNNNY
Lead[LeadContactFullName]NNNNNNNNNY
Lead[LeadContactLastName]NNNNNNNNNY
Lead[LeadContactPhone1]NNNNNNNNNY
Lead[LeadContactPhone2]NNNNNNNNNY
Lead[LeadCreationDate]NNNNNNNNNY
Lead[LeadDescription]NNNNNNNNNY
Lead[LeadForecastCloseDate]NNNNNNNNNY
Lead[LeadName]NNNNNNNNNY
Lead[LeadNumber]NNNNNNNNNY
Lead[LeadOwnerEmail]NNNNNNNNNY
Lead[LeadOwnerFirstName]NNNNNNNNNY
Lead[LeadOwnerFullName]NNNNNNNNNY
Lead[LeadOwnerLastName]NNNNNNNNNY
Lead[LeadOwnerPhone]NNNNNNNNNY
Lead[LeadStage]NNNNNNNNNY
Lead[LeadStatus]NNNNNNNNNY
Lead[LeadWonOrLostDate]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[ProjectCompletedDate]NYNYYNNNNN
Project[ProjectTax]NYNYYNNNYN
Project[ProjectTotal]NYNYYNNNYN
Project[ProjectTotalForecastTime]NYNYYNNNYN
Project[ProjectTotalIncTax]NYNYYNNNYN
Project[ProjectGrossInvoiced]NYNYNNNNNN
Project[ProjectGrossInvoicedIncTax]NYNYNNNNNN
Project[ProjectGrossCredited]NYNYNNNNNN
Project[ProjectGrossCreditedIncTax]NYNYNNNNNN
Project[ProjectNetInvoiced]Invoiced - creditedNYNYNNNNNN
Project[ProjectNetInvoicedIncTax]Invoiced - creditedNYNYNNNNNN
Project[ProjectPurchasesTotal]NYNYYNNNNN
Project[ProjectPurchasesTotalTax]NYNYYNNNNN
Project[ProjectPurchasesTotalIncTax]NYNYYNNNNN
Project[ProjectTasksForecastCost]NYNYYNNNNN
Project[ProjectTasksActualCost]NYNYYNNNNN
Project[ProjectProductsForecastCost]NYNYYNNNNN
Project[ProjectProductsActualCost]NYNYYNNNNN
Project[ProjectWeightTotal]NYNYYNNNNN
Project[ProjectVolumeTotal]NYNYYNNNNN
Project Group[ProjectGroupDescription]NNNYNNNNNN
Project Group[ProjectGroupName]NNNYNNNNNN
Purchase Order[PurchaseOrderDate]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryAddressName]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryAddress1]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryAddress2]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryInstructions]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryPostcode]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliveryState]NNNNNYNNYN
Purchase Order[PurchaseOrderDeliverySuburb]NNNNNYNNYN
Purchase Order[PurchaseOrderDescription]NNNNNYNNYN
Purchase Order[PurchaseOrderExpectedDate]NNNNNYNNYN
Purchase Order[PurchaseOrderNumber]NNNNNYNNYN
Purchase Order[PurchaseOrderProjectNumber]NYNNNNNNYN
Purchase Order[PurchaseOrderSubTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderTaxTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderVolume]NNNNNYNNNN
Purchase Order[PurchaseOrderVolume]NNNNNYNNNN
Purchase Order[PurchaseOrderWeight]NNNNNYNNNN
Purchase Order[PurchaseOrderWeight]NNNNNYNNNN
Quote[QuoteOwner]YNNYNNNNNN
Quote[QuoteContactEmail]YNNYNNNNNN
Quote[QuoteContactFirstName]YNNYNNNNNN
Quote[QuoteContactFullName]YNNYNNNNNN
Quote[QuoteContactLastName]YNNYNNNNNN
Quote[QuoteContactPhone]YNNYNNNNNN
Quote[QuoteDate]YNNYYNNNNN
Quote[QuoteDescription]YNNYYNNNNN
Quote[QuoteExpiryDate]YNNYYNNNNN
Quote[QuoteForecastProfit]YNNYNNNNNN
Quote[QuoteMargin]YNNYNNNNNN
Quote[QuoteName]YNNYYNNNNN
Quote[QuoteNumber]YNNYYNNNNN
Quote[QuoteOrderVolume]YNNYNNNNNN
Quote[QuoteOrderWeight]YNNYNNNNNN
Quote[QuoteOwner]YNNNNNNNNN
Quote[QuoteOwnerEmail]YNNNNNNNNN
Quote[QuoteOwnerFirstName]YNNNNNNNNN
Quote[QuoteOwnerLastName]YNNNNNNNNN
Quote[QuoteOwnerPhone]YNNNNNNNNN
Quote[QuoteProductTotal]YNNYNNNNNN
Quote[QuoteProductTotalTax]YNNYNNNNNN
Quote[QuoteProductTotalIncTax]YNNYNNNNNN
Quote[QuoteRecommendedJobDate]YNNYYNNNNN
Quote[QuoteTaskTotal]YNNYNNNNNN
Quote[QuoteTaskTotalTax]YNNYNNNNNN
Quote[QuoteTaskTotalIncTax]YNNYNNNNNN
Quote[QuoteTax]YNNYYNNNNN
Quote[QuoteTotal]YNNYYNNNNN
Quote[QuoteTotalCost]YNNYNNNNNN
Quote[QuoteTotalIncTax]YNNYYNNNNN
Quote[QuoteVolume]YNNYNNNNNN
Quote[QuoteWeight]YNNYNNNNNN
Stock Sale[StockSaleContactFirstName]NYYNNNNNYN
Stock Sale[StockSaleContactFullName]NYYNNNNNYN
Stock Sale[StockSaleContactLastName]NYYNNNNNYN
Stock Sale[StockSaleContactPhone]NYYNNNNNYN
Stock Sale[StockSaleDate]NYYNNNNNYN
Stock Sale[StockSaleDeliveryAddress1]NNYNNNNNNN
Stock Sale[StockSaleDeliveryAddress2]NNYNNNNNNN
Stock Sale[StockSaleDeliveryCity]NNYNNNNNNN
Stock Sale[StockSaleDeliveryInstructions]NNYNNNNNNN
Stock Sale[StockSaleDeliveryPostcode]NNYNNNNNNN
Stock Sale[StockSaleDeliveryState]NNYNNNNNNN
Stock Sale[StockSaleDeliverySuburb]NNYNNNNNNN
Stock Sale[StockSaleDescription]NYYNNNNNYN
Stock Sale[StockSaleExpectedDate]NYYNNNNNYN
Stock Sale[StockSaleDispatchDate]NYYNNNNNYN
Stock Sale[StockSaleNumber]NYYNNNNNYN
Stock Sale[StockSaleTax]NYYNNNNNYN
Stock Sale[StockSaleTotal]NYYNNNNNYN
Stock Sale[StockSaleTotalIncTax]NNNNNNNNYN
Subtotals[ProductsSubTotal]NNNNNNNNYN
Subtotals[ProductsTaxTotal]NNNNNNNNYN
Subtotals[ProductsTotal]NNNNNNNNYN
Subtotals[TaskSubTotal]NNNNNNNNYN
Subtotals[TaskTaxTotal]NNNNNNNNYN
Subtotals[TaskTotal]NNNNNNNNYN
Supplier[SupplierABN]NNNNNYNNYN
Supplier[SupplierAddress1]NNNNNYNNYN
Supplier[SupplierAddress2]NNNNNYNNYN
Supplier[SupplierCity]NNNNNYNNYN
Supplier[SupplierContactEmail]NNNNNYNNYN
Supplier[SupplierContactName]NNNNNYNNYN
Supplier[SupplierContactPhone1]NNNNNYNNYN
Supplier[SupplierContactPhone2]NNNNNYNNYN
Supplier[SupplierCreditLimit]NNNNNYNNYN
Supplier[SupplierCreditDays]NNNNNYNNYN
Supplier[SupplierNoCreditDays]NNNNNYNNYN
Supplier[SupplierCreditTermsType]NNNNNYNNYN
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

Merge FieldMerge Field NameNotesQUOINVSSPROPJPOPGASSCNLD
Product[ProductAmount]Excl Tax TotalYYYYNYYNYN
Product[ProductBarcode]YYYYYNNNYN
Product[ProductBrand]YYYYYYNNYN
Product[ProductBuyPrice]YYYYYYYNYN
Product[ProductCategory]YYYYYNNNYN
Product[ProductDescription]YYYYYYYNYN
Product[ProductDiscount$]YYYYNNNNNN
Product[ProductDiscount%]YYYYNNNNNN
Product[ProductDispatchedQuantity]NYYYNNNNNN
Product[ProductImage]100x100YYYYNYNNYN
Product[ProductImageLarge]300x300YYYYNYNNYN
Product[ProductLocation]NNYYNNNNYN
Product[ProductName]YYYYNYYNYN
Product[ProductQuantity]YYYYNYYNYN
Product[ProductRate]YYYYYYYNYN
Product[ProductRRP]YYYYYNNNYN
Product[ProductSKU]YYYYNYYNYN
Product[ProductSupplierCode]YYYYNYYNYN
Product[ProductTaxAmount]Inc Tax TotalYYYYNYYNYN
Product[ProductTaxName]YYYYNYYNYN
Product[ProductTotalAmount]YYYYNYYNYN
Product[ProductUnitTax]YYYYNNNNNN
Product[ProductWeight]Unit weightYYYYNYYNYN
Product[ProductWeightTotal]NNNYNNNNNN
Product[ProductVolume]Unit weightYYYYNYYNYN
Product[ProductVolumeTotal]NNNYNNNNNN


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 NameNotesQUOINVSSPROPJPOPGASSCNLD
Invoice Timesheet[StaffName]NYNYYNNNNN
Invoice Timesheet[TSDate]NYNYYNNNNN
Invoice Timesheet[TSEndTime]NYNYYNNNNN
Invoice Timesheet[TSLength]NYNYYNNNNN
Invoice Timesheet[TSBillableLength]NYNYYNNNNN
Invoice Timesheet[TSNote]NYNYYNNNNN
Invoice Timesheet[TSStartTime}NYNYYNNNNN
Invoice Timesheet[TSTask]NYNYYNNNNN

Note: Timesheets are not invoiced and don't have a direct relationship to an invoice. Adding timesheets against a task will contribute to the tasks actuals which is itself invoiced. When printing timesheets on an invoice document, only timesheets relevant to that tasks actuals for the period since the last invoice will flow through.


Purchases

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

Merge FieldMerge Field NameNotesQUOINVSSPROPJPOPGASSCNLD
PO Disbursement[POAmount]Ex GST TotalNYNNNNNNNN
PO Disbursement[PODescription]NYNNNNNNNN
PO Disbursement[POName]NYNNNNNNNN
PO Disbursement[POQuantity]NYNNNNNNNN
PO Disbursement[PORate]NYNNNNNNNN
PO Disbursement[POTaxAmount]NYNNNNNNNN
PO Disbursement[POTaxName]NYNNNNNNNN
PO Disbursement[POTotalAmount]Inc GST TotalNYNNNNNNNN
PO Disbursement[POUnitAmount]NYNNNNNNNN
PO Disbursement[POUnitTax]NYNNNNNNNN
PO Disbursement[PONumber]NYNNNNNNNN
PO Disbursement[POSupplier]NYNNNNNNNN
PO Disbursement[POIssueDate]NYNNNNNNNN
PO Disbursement[POExpectedDate]NYNNNNNNNN
PO Disbursement[POReceivedDate]NYNNNNNNNN

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


LeadActivities

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


InvoiceSummaries

The invoice summaries is used to list all invoices for a project (similar to the invoices table on the project detail page).

Merge FieldMerge Field NameNotesQUOINVSSPROPJPOPGASSCNLD
Invoice Summary
[InvSummaryNumber]
NYNYNNNNNN
Invoice Summary
[InvSummaryProjectnumber]
NYNYNNNNNN
Invoice Summary
[InvSummaryProjectName]
NYNYNNNNNN
Invoice Summary
[InvSummaryDescription]
NYNYNNNNNN
Invoice Summary
[InvSummaryClientPO]
NYNYNNNNNN
Invoice Summary
[InvSummaryReference]
NYNYNNNNNN
Invoice Summary
[InvSummaryDate]
NYNYNNNNNN
Invoice Summary
[InvSummaryDueDate]
NYNYNNNNNN
Invoice Summary
[InvSummarySubTotal]
NYNYNNNNNN
Invoice Summary
[InvSummaryTaxTotal]
NYNYNNNNNN
Invoice Summary
[InvSummaryTotal]
NYNYNNNNNN
Invoice Summary
[InvSummaryTaskTotal]
NYNYNNNNNN
Invoice Summary
[InvSummaryProductTotal]
NYNYNNNNNN
Invoice Summary
[InvSummaryAmountOutstanding]
NYNYNNNNNN
Invoice Summary
[InvSummaryAmountPaid]
NYNYNNNNNN
Invoice Summary
[InvSummaryPaidPercent]
NYNYNNNNNN