One of the areas of ProWorkflow we haven’t really been happy with was the ‘Communication’ area on the Project Details page. It annoyed me enough that a couple of weeks ago I decided to change it!
We wanted a more intuitive way to add messages to projects and tasks and also to control messages sent externally [...]
We have a number of people ask how to add a new user to ProWorkflow. This video should explain the process of increasing your user license limit and getting the user setup and ready to start using ProWorkflow!
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We’ve had a few people ask about how to install and use the Desktop Time Tracker widget. It’s pretty easy to download and setup, but Lara was so kind as to make a few video ScreenCasts to better explain. Check these out and if you still need help with the Time Tracker, contact us and [...]
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
