Available Document Template Fields:

Universal 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 NameNotesQUINSSPRPJPOPGASCNLD
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[ClientSuburb]
YYYYNNNNYN
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]

Example: Use keyword Custom followed by your custom field.

[CustomSupplierQuoteNumber]

Y*Y*NY*Y*Y*Y*Y*NN
Currency Code[CurrencyCode]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.YYNNNYNNNN
Currency Symbol[CS]The default currency symbol saved for use throughout the platform (NOT document-specific)YYNNNYNNNN
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
General[PrintDate]Current local date at time of printingYYYYYYYNYN
General[PrintDateTime]Current local date and time at the time of printingYYYYYYYN
N
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[ProjectClientCity]Project ClientNYNNNNNNNN
Invoice Totals[InvoiceProductTotal]NYNYNNNNNN
Invoice Totals[InvoiceProductTotalTax]NYNYNNNNNN
Invoice Totals[InvoiceProductTotalIncTax]NYNYNNNNNN
Invoice Totals[InvoiceTaskTotal]NYNYNNNNNN
Invoice Totals[InvoiceTaskTotalTax]NYNYNNNNNN
Invoice Totals[InvoiceTaskTotalIncTax]NYNYNNNNNN
Invoice Totals[PODisbursementsTotal]NYNYNNNNNN
Invoice Totals[PODisbursementsTaxTotal]NYNYNNNNNN
Invoice Totals[PODisbursementsTotalIncTax]NYNYNNNNNN
Lead[LeadBudget]
Y
NNNNNNNNY
Lead[LeadCategory]
Y
NNNNNNNNY
Lead[LeadCloseProbability]
Y
NNNNNNNNY
Lead[LeadContactEmail]
Y
NNNNNNNNY
Lead[LeadContactFirstName]
Y
NNNNNNNNY
Lead[LeadContactFullName]
Y
NNNNNNNNY
Lead[LeadContactLastName]
Y
NNNNNNNNY
Lead[LeadContactPhone1]
Y
NNNNNNNNY
Lead[LeadContactPhone2]
Y
NNNNNNNNY
Lead[LeadCreationDate]
Y
NNNNNNNNY
Lead[LeadDescription]
Y
NNNNNNNNY
Lead[LeadForecastCloseDate]
Y
NNNNNNNNY
Lead[LeadName]
Y
NNNNNNNNY
Lead[LeadNumber]
Y
NNNNNNNNY
Lead[LeadOwnerEmail]
Y
NNNNNNNNY
Lead[LeadOwnerFirstName]
Y
NNNNNNNNY
Lead[LeadOwnerFullName]
Y
NNNNNNNNY
Lead[LeadOwnerLastName]
Y
NNNNNNNNY
Lead[LeadOwnerPhone]
Y
NNNNNNNNY
Lead[LeadStage]
Y
NNNNNNNNY
Lead[LeadStatus]
Y
NNNNNNNNY
Lead[LeadWonOrLostDate]
Y
NNNNNNNNY
Phases[PhaseName]Phase summaryNYNNNNNNNN
Phases[PhaseValue]Phase summaryNYNNNNNNNN
Phases[PhaseInvoiceValue]Phase summaryNYNNNNNNNN
Phases[PhaseInvoicePercentage]Phase summaryNYNNNNNNNN
Phases[PhaseName]Phase detailsNYNNNNNNNN
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]Forecast Total TaxNYNYYNNNYN
Project[ProjectTotal]Forecast Total excl TaxNYNYYNNNYN
Project[ProjectTotalForecastTime]NYNYYNNNYN
Project[ProjectTotalIncTax]Forecast Total Incl TaxNYNYYNNNYN
Project[ProjectGrossInvoiced]NYNYNNNNNN
Project[ProjectGrossInvoicedIncTax]NYNYNNNNNN
Project[ProjectGrossCredited]NYNYNNNNNN
Project[ProjectGrossCreditedIncTax]NYNYNNNNNN
Project[ProjectNetInvoiced]Invoice - CreditNYNYNNNNNN
Project[ProjectNetInvoicedIncTax]Invoice - CreditNYNYNNNNNN
Project[ProjectPurchasesTotal]Actual PurchasesNYNYYNNNNN
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[ProjectInvoiceProductTotal]Invoiced Subtotal Excl TaxNNNYNNNNNN
Project[ProjectInvoiceProductTotalTax]
NNNYNNNNNN
Project[ProjectInvoiceProductTotalIncTax]
NNNYNNNNNN
Project[ProjectInvoiceTaskTotal]Invoiced Subtotal Excl TaxNNNYNNNNNN
project[ProjectInvoiceTaskTotalTax]
NNNYNNNNNN
Project[ProjectInvoiceTaskTotalIncTax]
NNNYNNNNNN
Project[ProjectPODisbursementsTotal]Forecast Subtotal Excl TaxNNNYNNNNNN
Project[ProjectPODisbursementsTaxTotal]
NNNYNNNNNN
Project[ProjectPODisbursementsTotalIncTax]
NNNYNNNNNN
Project[ProjectProductsSubTotal]Forecast Subtotal Excl TaxNNNYNNNNNN
Project[ProjectProductsTaxTotal]
NNNYNNNNNN
Project[ProjectProductsTotal]Forecast SubtotalNNNYNNNNNN
Project[ProjectTaskSubTotal]Forecast SubtotalNNNYNNNNNN
Project[ProjectTaskTaxTotal]
NNNYNNNNNN
Project[ProjectTaskTotal]Forecast SubtotalNNNYNNNNNN
Project[ProjectTotalActualTime] 
NNNYNNNNNN
Project[ProjectTotalSupplierCredits] 
NNNNN




Project[ProjectReportingCategory1]

NNNYNN
NNNN
Project[ProjectReportingCategory2]

NNNYNNNNNN
Project Group[ProjectGroupDescription]NNNYNNNNNN
Project Group[ProjectGroupName]NNNYNNNNNN
Purchase Order[PurchaseOrderDate]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]Displays related Project
NYNNNY
NNYN
Purchase Order
[PurchaseOrderProjectName]
Related Projects NameNYNNNYNNYN
Purchase Order[PurchaseOrderSubTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderTaxTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderTotal]NNNNNYNNYN
Purchase Order[PurchaseOrderVolume]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[QuoteDisplayNumber]Quote Number + Revision Number
YNNYYNNNNN
Quote[QuoteRevision]Revision Number onlyYNNYYNNNNN
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[StockSaleDisplayNumber]SS number and revision suffixNYYNNNNNYN
Stock Sale[StockSaleRevision]Revision suffix onlyNYYNNNNNYN
Stock Sale[StockSaleTax]NYYNNNNNYN
Stock Sale[StockSaleTotal]NYYNNNNNYN
Stock Sale[StockSaleTotalIncTax]NNNNNNNNYN
Subtotals[ProductsSubTotal]NNNYNNNNYN
Subtotals[ProductsTaxTotal]NNNYNNNNYN
Subtotals[ProductsTotal]Inc GSTNNNYNNNNYN
Subtotals[TaskSubTotal]NNNYNNNNYN
Subtotals[TaskTaxTotal]NNNYNNNNYN
Subtotals[TaskTotal]Inc GSTNNNNNNNNYN
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

Universal product table fields available for most document templates.

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Product[ProductAmount]Total $ excl invoiceYYYYNYYNYN
Product[ProductBarcode]YYYYYNNNYN
Product[ProductBrand]YYYYYYNNYN
Product[ProductBuyPrice]YYYYYYYNYN
Product[ProductCategory]YYYYYNNNYN
Product[ProductDescription]YYYYYYYNYN
Product[ProductDiscount$]YYYYNNNNNN
Product[ProductDiscount%]YYYYNNNNNN
Product[ProductDispatchedQuantity]
NNY
NNNNNN
Product[ProductImage]100x100YYYYNYNNYN
Product[ProductImageLarge]300x300YYYYNYNNYN
Product[ProductLocation]NNYYNNNNNN
Product[ProductName]YYYYNYYNYN
Product[ProductQuantity]YYYYNYYNYN
Product[ProductRate]YYYYYYYNYN
Product[ProductRRP]YYYYYNNNYN
Product[ProductSKU]YYYYNYYNYN
Product[ProductSupplierCode]Purchase OrdersNNNNNYNNNN
Product[ProductTaxAmount]Inc Tax TotalYYYYNYYNYN
Product[ProductTaxName]YYYYNYYNYN
Product[ProductTotalAmount]YYYYNYYNYN
Product[ProductUnitTax]YYYYNNNNNN
Product[ProductWeight]Unit weightYYYYNYYNYN
Product[ProductWeightTotal]NNNYNNNNNN
Product[ProductVolume]Unit weightYYYYNYYNYN
Product[ProductVolumeTotal]NNNYNNNNNN
Product[ProductInvoicedAmount]$ invoiced to date inc currentNYNNNNNNNN
Product[ProductPrevInvoicedAmount]$ invoiced to dateNYNNNNNNNN
Product[ProductInvoicedPercentage]% invoiced to dateNYNNNNNNNN
Product[ProductPercentage]% on current invoiceNYNNNNNNNN
Product[ProductRemaining]$ remainingNYNNNNNNNN
Product[ProductForecast]Forecast/Quoted $NYNNNNNNNN
Product[ProductPhase]
YNNYNNNNNN
Product[ProductCostPrice]

N
NNYNNNNNN

ProductOptions

The ProductOptions table allows you to display on a quote template any product lines assigned as options on the quote.  The ProductOptions table can display the same fields as the product table, inclusive of phases.

Tasks

Universal tasks table fields available to display on most doc

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Task[TaskAmount]Excl GST TotalYYYYNNYNYN
Task[TaskCostPrice]NNNNNNNNYN
Task[TaskDescription]YYYYNNYNYN
Task[TaskForecast]Forecast/Quoted $NYYNNNNNNN
Task[TaskInvoicedAmount]$ invoiced to date inc currentNYNNNNNNN
Task[TaskInvoicedPercentage]% invoiced to date.NYYNNNNNNN
Task[TaskName]YYYYNNYNYN
Task[TaskPercentage]% on current invoiceNYYNNNNNNN
Task[TaskPrevInvoicedAmount]$ invoiced to dateNYNNNNNNNN
Task[TaskQuantity]YYYYNNYNYN
Task[TaskQuantityActual]
NNNYNNNNNN
Task[TaskQuantityRemaining]
NNNYNNNNNN
Task[TaskRate]YYYYNNYNYN
Task[TaskRemaining]$ remaining.NYYNNNNNNN
Task[TaskStaff]NNNYNNNNNN
Task[TaskTaxAmount]YYYYNNYNYN
Task[TaskTaxName]YYYYNNYNYN
Task[TaskTotalAmount]Inc GST TotalYYYYNNYNYN
Task[TaskUnitTax]YYNNNNNNYN
Task[TaskPhase]
YNN
Y





TaskOptions

The TaskOptions table allows you to display on a quote template any tasks lines assigned as options on the quote.  The ProductOptions table can display the same fields as the task table, inclusive of phases.

Timesheets

Table displays invoiced timesheets.

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
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 NameNotesQUINSSPRPJPOPGASCNLD
PO Disbursement[POAmount]Ex GST TotalNYNNNNNNNN
PO Disbursement[PODescription]ProductNYNNNNNNNN
PO Disbursement[POName]ProductNYNNNNNNNN
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 NameNotesQUINSSPRPJPOPGASCNLD
PO Line[PODescription]NNNYNNNNNN
PO Line[POName]NNNYNNNNNN
PO Line[PONumber]NNNYNNNNNN
PO Line[POOrderQuantity]NNNYNNNNNN
PO Line[POQuantity]NNNYNNNNNN
PO Line[PORecievedQuantity]NNNYNNNNNN
PO Line[POSku]NNNYNNNNNN
PO Line[POSupplier]NNNYNNNNNN
PO Line[POIssueDate]
NNNYNNNNNN

AltPurchases

This table is an alternative to the "Purchases" table and is used to group the same set of data by either supplier or PO. The grouping logic depends on which fields are used in the repetition row of the table, only one can be used:

  • If the repetition row contains [SupplierTotal] or [SupplierTotalIncTax], amounts are grouped by supplier.  
  • If the repetition row contains [PoTotal] or [PoTotalIncTax], amounts are grouped by purchase order
Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
PO Disbursement[SupplierName]
NYNNNNNNNN
PO Disbursement[SupplierTotal]
NYNNNNNNNN
PO Disbursement[SupplierTotalTax]Group by SupplierNYNNNNNNNN
PO Disbursement[SupplierTotalIncTax]Group by SupplierNYNNNNNNNN
PO Disbursement[SupplierInvoiceNumber]
NYNNNNNNNN
PO Disbursement[PoNumber]
NYNNNNNNNN
PO Disbursement[PoTotal]
NYNNNNNNNN
PO Disbursement[PoTotalTax]Group by PONYNNNNNNNN
PO Disbursement[PoTotalIncTax]Group by PONYNNNNNNNN
PO Disbursement[PoDescription]
NYNNNNNNNN

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 NameNotesQUINSSPRPJPOPGASCNLD
Payments[PaymentAmount]NYNNNNNNNN
Payments[PaymentDate]NYNNNNNNNN
Payments[PaymentType]NYNNNNNNNN

LeadActivities

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

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

PhaseSummary

The Phase Summaries can be used to display Project Phases on invoices

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Phase Summary[PhaseName]
Y
YNNNNNNNN
Phase Summary[PhaseValue]
Y
YNNNNNNNN
Phase Summary[PhaseInvoiceValue]
NYNNNNNNNN
Phase Summary[PhaseInvoicePercentage]
NYNNNNNNNN

PhaseDetails

The Phase Details can be used to display Project Phases on invoices. Note: thePhaseDetails Table requires nested Tasks, and Products tables.  Formatting example templates available here for quotes and invoices.

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Phase Details[PhaseName]
Y
YNNNNNNNN
Phase Details[PhaseValue]Total incl. options
YYNNNNNNNN
Phase Details
[PhaseInvoiceValue]
NYNNNNNNNN
Phase Details
[PhaseInvoicePercentage]
NYNNNNNNNN
Phase Details[PhaseBaseValue]Total excl. optionsYYNNNNNNNN
Phase Details
[PhaseOptionsValue]Total options onlyYYNNNNNNNN

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 NameNotesQUINSSPRPJPOPGASCNLD
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

POSummaries

This table is an alternative to the "Purchases" table and is used to group the same set of data by either supplier or PO. Which grouping logic is applied depends on which fields are used in the repetition row of the table.

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
PO Summary[POSummaryAccountingNumber]
NNNYYNNNNN
PO Summary[POSummaryIsBillable]
NNNYYNNNNN
PO Summary[POSummaryDeliveryAddress1]
NNNYYNNNNN
PO Summary[POSummaryDeliveryAddress2]
NNNYYNNNNN
PO Summary[POSummaryDescription]
NNNYYNNNNN
PO Summary[POSummaryExchangeRate]
NNNYYNNNNN
PO Summary[POSummaryExpectedDate]
NNNYYNNNNN
PO Summary[POSummaryForecastTotal]
NNNYYNNNNN
PO Summary[POSummaryInvoicedAmount]
NNNYYNNNNN
PO Summary[POSummaryInvoiceDate]
NNNYYNNNNN
PO Summary[POSummaryInvoiceDueDate]
NNNYYNNNNN
PO Summary[POSummaryIsLandedCostPo]
NNNYYNNNNN
PO Summary[POSummaryIssueDate]
NNNYYNNNNN
PO Summary[POSummaryNumber]
NNNYYNNNNN
PO Summary[POSummaryPostcode]
NNNYYNNNNN
PO Summary[POSummaryReceivedDate]
NNNYYNNNNN
PO Summary[POSummaryRevision]
NNNYYNNNNN
PO Summary[POSummarySentToAccountingDate]
NNNYYNNNNN
PO Summary[POSummaryEmailedDate]
NNNYYNNNNN
PO Summary[POSummaryState]
NNNYYNNNNN
PO Summary[POSummaryStatus]
NNNYYNNNNN
PO Summary[POSummarySuburb]
NNNYYNNNNN
PO Summary[POSummarySupplierName]
NNNYYNNNNN
PO Summary[POSummarySupplierInvoiceNumber]
NNNYYNNNNN
PO Summary[POSummaryTotalTax]
NNNYYNNNNN
PO Summary[POSummaryTotal]
NNNYYNNNNN
PO Summary[POSummaryTotalIncTax]
NNNYYNNNNN
PO Summary[POSummaryVolume]
NNNYYNNNNN
PO Summary[POSummaryWeight]
NNNYYNNNNN

StockUsageSummaries

The StockUsageSummaries table is used to list all stock usage against a project (similar to the usages listed under the materials table on a projects detail page).

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Stock Usage[ProductSKU]
NNNYYNNNNN
Stock Usage[ProductName]
NNNYYNNNNN
Stock Usage[ProductDescription]Product DetailsNNNYYNNNNN
Stock Usage[UserFullName]
NNNYYNNNNN
Stock Usage[UsageDescription]Proj/Prod DetailsNNNYYNNNNN
Stock Usage[UsageQuantity]
NNNYYNNNNN
Stock Usage[UsageUnitCost]
NNNYYNNNNN
Stock Usage[UsageTotalCost]
NNNYYNNNNN
Stock Usage[UsageDate]
NNNYYNNNNN

Output

The output table is used to display output from a production job.  It can be used in conjunction with the product table fields.

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Output[OutputSKU]
NNNNYNNNNN
Output[OutputName]
NNNNYNNNNN
Output[OutputDescription]
NNNNYNNNNN
Output[OutputForecastQuantity]
NNNNYNNNNN
Output[OutputActualQuantity]
NNNNYNNNNN
Output[OutputUnitCost]
NNNNYNNNNN


Notes

Project Notes can be printed out on Project document templates

Merge FieldMerge Field NameNotesQUINSSPRPJPOPGASCNLD
Note[NoteText]
N
N
NY
NNNNNN
User
[NoteUser]
N
N
N
YNNNNNN
Date
[NoteDate]
NN
NYNNNNNN
Date and Time[NoteDateTime]
NN
NYNNNNNN