Settings

General
The General tab contains various settings to configure to enable specific workflows. Timezone - Select the required timezone you want to track your time...
Mon, 4 Dec, 2023 at 11:42 AM
Project Settings
Custom Project Statuses Custom project statuses allow you to add your workflow specific project status's to be assigned to relevant projects.   These s...
Mon, 4 Dec, 2023 at 11:16 AM
Email Defaults
TABLE OF CONTENTS Overview General Invoices and UnPaid Invoices Quotes Purchase Orders Client Credit Notes Supplier Credit Notes Email Template Mer...
Tue, 30 Jan, 2024 at 8:44 AM
Appearance
You can brand and customise your WorkGuru user interface using the appearance settings. Application Logo - Upload your Logo to brand your WorkGuru menu ...
Mon, 4 Dec, 2023 at 11:17 AM
User Management
The User Management settings allow you to control whether users are able to self-signup to your WorkGuru tenant.  If disabled, users can only be added to th...
Mon, 4 Dec, 2023 at 11:19 AM
Security
The Security settings allow you to enforce users password and access lockout policies to enhance the login security of WorkGuru.  TABLE OF CONTENTS Passw...
Mon, 4 Dec, 2023 at 11:59 AM
Invoice
Setup your company's default invoice details and markup. Company Details Invoice Details Company Details Legal Name - Business name.  Populates...
Mon, 4 Dec, 2023 at 12:00 PM
Kiosk
The Kiosk settings let you manage specific settings assist with the most efficient use of the WorkGuru workshop kiosk. Earliest Clock on Time - Timesheet...
Mon, 4 Dec, 2023 at 11:31 AM
Stock Sales
Default Customer - Select the default customer automatically applied when creating a new stock sale.  Removes the extra step to search for a customer for...
Mon, 4 Dec, 2023 at 11:35 AM
Background Jobs
Background Jobs let you control the services that run in the background of your WorkGuru tenant. Require strict document number matching when emailling ...
Mon, 4 Dec, 2023 at 11:11 AM