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 NameNotesQUOINVSSPROPJPOPGASSCN
Asset[AssetName]YYNYYNNYN
Asset[AssetSerialNumber]YYNYYNNYN
Asset[AssetType]YYNYYNNYN
Business[BusinessAddress]YYYYYYYNY
Business[BusinessLegalName]YYYYYYYNY
Business[BusinessTaxNumber]YYYYYYYNY
Client[ClientABN]Billable ClientYYYYYNYYY
Client[ClientAddress1]Billable ClientYYYYYNYYY
Client[ClientAddress2]Billable ClientYYYYYNYYY
Client[ClientCity]Billable ClientYYYYYNYYY
Client[ClientCreditDays]Credit TermsYYYYYNNYY
Client[ClientCreditLimit]YYYYYNNYY
Client[ClientEmail]Billable ClientYYYYYNYYY
Client[ClientFax]Billable ClientYYYYYNYYY
Client[ClientName]Billable ClientYYYYYNYYY
Client[ClientPhone]Billable ClientYYYYYNYYY
Client[ClientPostcode]Billable ClientYYYYYNYYY
Client[ClientPurchaseOrder]Billable ClientNYYYYNYYY
Client[ClientState]Billable ClientYYYYYNYYY
Client[ClientWebsite]Billable ClientYYYYYNYYY
Credit Note[CreditNoteDate]NNNNNNNNY
Credit Note[CreditNoteDescription]NNNNNNNNY
Credit Note[CreditNoteNumber]NNNNNNNNY
Credit Note[CreditNoteSubTotal]NNNNNNNNY
Credit Note[CreditNoteTaxTotal]NNNNNNNNY
Credit Note[CreditNoteTotal]NNNNNNNNY
Custom Fields[CustomFieldName]Y*Y*NY*Y*Y*Y*Y*N
Invoice[AmountOutstanding]Total minus PaymentsNYNNNNNNN
Invoice[InvoiceDate]NYNNNNNNN
Invoice[InvoiceDescription]NYNNNNNNN
Invoice[InvoiceDueDate]NYNNNNNNN
Invoice[InvoiceNumber]NYNNNNNNN
Invoice[InvoiceReference]NYNNNNNNN
Invoice[InvoiceSubTotal]NYNNNNNNN
Invoice[InvoiceTotal]NYNNNNNNN
Invoice[InvoiceTotalTax]NYNNNNNNN
Invoice[ProjectClientABN]Project ClientNYNNNNNNN
Invoice[ProjectClientAddress1]Project ClientNYNNNNNNN
Invoice[ProjectClientAddress2]Project ClientNYNNNNNNN
Invoice[ProjectClientName]Project ClientNYNNNNNNN
Invoice[ProjectClientPostcode]Project ClientNYNNNNNNN
Invoice[ProjectClientState]Project ClientNYNNNNNNN
Project[ProjectContactEmail]NYNYYNNNY
Project[ProjectContactName]NYNYYNNNY
Project[ProjectContactPhone1]NYNYYNNNY
Project[ProjectContactPhone2]NYNYYNNNY
Project[ProjectDescription]NYNYYNNNY
Project[ProjectDueDate]NYNYYNNNY
Project[ProjectManager]NYNYYNNNY
Project[ProjectName]NYNYYNNNY
Project[ProjectNumber]NYNYYNNNY
Project[ProjectStartDate]NYNYYNNNY
Project[ProjectTax]NNNYYNNNY
Project[ProjectTotal]NNNYYNNNY
Project[ProjectTotalForecastTime]NNNYYNNNY
Project[ProjectTotalIncTax]NNNYYNNNY
Purchase Order[PurchaseOrderDate]NNNNNYNNY
Purchase Order[PurchaseOrderDeliveryAddress1]NNNNNYNNY
Purchase Order[PurchaseOrderDeliveryAddress2]NNNNNYNNY
Purchase Order[PurchaseOrderDeliveryInstructions]NNNNNYNNY
Purchase Order[PurchaseOrderDescription]NNNNNYNNY
Purchase Order[PurchaseOrderExpectedDate]NNNNNYNNY
Purchase Order[PurchaseOrderNumber]NNNNNYNNY
Purchase Order[PurchaseOrderProjectNumber]NYNNNNNNY
Purchase Order[PurchaseOrderState]NNNNNYNNY
Purchase Order[PurchaseOrderSubTotal]NNNNNYNNY
Purchase Order[PurchaseOrderSuburb]NNNNNYNNY
Purchase Order[PurchaseOrderTaxTotal]NNNNNYNNY
Purchase Order[PurchaseOrderTotal]NNNNNYNNY
Purchase Order[PurchaseOrderVolume]NNNNNYNNN
Purchase Order[PurchaseOrderWeight]NNNNNYNNN
Quote[QuoteContactEmail]YNNNNNNNN
Quote[QuoteContactFirstName]YNNNNNNNN
Quote[QuoteContactFullName]YNNNNNNNN
Quote[QuoteContactLastName]YNNNNNNNN
Quote[QuoteContactPhone]YNNNNNNNN
Quote[QuoteDate]YNNYYNNNN
Quote[QuoteDescription]YNNYYNNNN
Quote[QuoteExpiryDate]YNNYYNNNN
Quote[QuoteName]YNNYYNNNN
Quote[QuoteNumber]YNNYYNNNN
Quote[QuoteRecommendedJobDate]YNNYYNNNN
Quote[QuoteTax]YNNYYNNNN
Quote[QuoteTotal]YNNYYNNNN
Quote[QuoteTotalIncTax]YNNYYNNNN
Quote[QuoteVolume]YNNNNNNNN
Quote[QuoteWeight]YNNNNNNNN
Stock Sale[StockSaleContactFirstName]NYYNNNNNY
Stock Sale[StockSaleContactFullName]NYYNNNNNY
Stock Sale[StockSaleContactLastName]NYYNNNNNY
Stock Sale[StockSaleContactPhone]NYYNNNNNY
Stock Sale[StockSaleDate]NYYNNNNNY
Stock Sale[StockSaleDescription]NYYNNNNNY
Stock Sale[StockSaleDispatchDate]NYYNNNNNY
Stock Sale[StockSaleNumber]NYYNNNNNY
Stock Sale[StockSaleTax]NYYNNNNNY
Stock Sale[StockSaleTotal]NYYNNNNNY
Stock Sale[StockSaleTotalIncTax]NYYNNNNNY
Subtotals[ProductsSubTotal]YYYYYYNNY
Subtotals[ProductsTaxTotal]YYYYYYNNY
Subtotals[ProductsTotal]YYYYYYNNY
Subtotals[TaskSubTotal]YYNYYYNNY
Subtotals[TaskTaxTotal]YYNYYYNNY
Subtotals[TaskTotal]YYNYYYNNY
Supplier[SupplierABN]NNNNNYNNY
Supplier[SupplierAddress1]NNNNNYNNY
Supplier[SupplierAddress2]NNNNNYNNY
Supplier[SupplierCity]NNNNNYNNY
Supplier[SupplierContactEmail]NNNNNYNNY
Supplier[SupplierContactName]NNNNNYNNY
Supplier[SupplierContactPhone1NNNNNYNNY
Supplier[SupplierContactPhone2NNNNNYNNY
Supplier[SupplierEmail]NNNNNYNNY
Supplier[SupplierFax]NNNNNYNNY
Supplier[SupplierName]NNNNNYNNY
Supplier[SupplierPhone]NNNNNYNNY
Supplier[SupplierPostcode]NNNNNYNNY
Supplier[SupplierState]NNNNNYNNY
Supplier[SupplierWebsite]NNNNNYNNY
User[UserEmail]Current Logged in WorkGuru UserYYYYYYYYY
User[UserFirstName]Current Logged in WorkGuru UserYYYYYYYYY
User[UserFullName]Current Logged in WorkGuru UserYYYYYYYYY
User[UserLastName]Current Logged in WorkGuru UserYYYYYYYYY
User[UserPhone]Current Logged in WorkGuru UserYYYYYYYYY
Warehouse[WarehouseAddress1]NYYYYYNNN
Warehouse[WarehouseAddress2]NYYYYYNNN
Warehouse[WarehouseName]NYYYYYNNN
Warehouse[WarehousePostcode]NYYYYYNNN
Warehouse[WarehouseState]NYYYYYNNN
Warehouse[WarehouseSuburb]NYYYYYNNN

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