Another week, another major set of improvements for our Quote and Invoice modules! This update is being rolled out right now, we’re doing this in phases to ensure there is no performance hit so if you can’t see the changes yet then try again in a few hours and they should be there waiting for [...]
Continue reading about Quotes and Invoice plugins get some love!
We’re really proud of this new option and we’re sure it will save you a lot of time. It’s now possible to create templates for both quotes and invoices. These can include settings such as custom logos, header/footer text and tax rate settings as well as individual line items. So now you can make templates [...]
Another feature that’s been on the wish list of many customers is the ability to apply a discount to a quote or invoice to reflect a promotion or perhaps a deposit already paid by a customer. At the same time, we have also been asked if we can add the option to add margins either [...]
Continue reading about Quotes/Invoices – Discounts & Margins
We have added new reports to the Quote and Invoice Manager pages, these are a great addition that allow you to run reports on pending, approved & unapproved quotes and unpaid & paid invoices. You can use filters for date ranges, individual clients or individual projects that will let you keep track of important information [...]
This is a minor update but one which we have had several requests for. It’s now possible to enter negative rates and quantities in quotes and invoices.
Note: A quick word of warning though, not all accounting products accept negative amounts and/or totals so take care if you are planning to export information from [...]
Continue reading about Quotes/Invoices – Negative Quantities & Rates added
Many of you wanted to be able to give your clients access to historical project information rather than just current projects. We’ve added this option which you can find in the Users/Permissions settings along with the other client permissions.
Just a quick reminder – this will only give your clients access if you have also [...]
Just a reminder for our API users that the ProWorkflow API has now been updated to v1.2. The documentation is available in the Client Area (http://www.proworkflow.com/clients/dsp_login.cfm) or contact Lara through the Got a Question? form here and she’ll get this to you.
Substantially the API is the same however calls have been [...]
Project management, task and time tracking on the iPhone is about to be easy and painless!
We’ve been working away in dark rooms with a customer, Curious Media to bring an awesome native iPhone application to our user base. This is going to add some serious value to ProWorkflow’s users, allowing them to manage their business [...]
