ProWorkflow lets you export contacts, quotes, invoices and most reports in both CSV and XML format. That’s great but we get quite a few customers asking how to go about importing these files into Excel so we’ve put together a few guides to help you out. These are based on Excel 2007 but if you [...]
To send a statement style report to your clients (or boss!) then use the handy reports on the Quotes and Invoices pages.
You’re able to create the statement by a time period, status, client & project and, as with all ProWorkflow reports, you can then print, PDF, email or export!
We’ve prepared some videos to [...]
The tale of the head scratching filters and the Summary of All Projects.
Rolled out earlier this week to customers, the new Profitability Report does exactly what it’s name would have you expect, it lets you check the profitability of your projects.
Where is it?
You’ll find a link to the profitability report on the Project Details Page of a project, there’s a link to “View Report” top right of [...]
