ProWorkflow’s Twitter account is live – Follow us! Some of the team will be updating this regularly with snippets, blog updates, tips and tweaks. Follow us to hear first hand the awesome changes and enhancements the team are working on!
Note: Also worth following is Julian’s Twitter (CEO).
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 [...]
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
In the last few months we have rolled out several task updates in response to customer requests and we wanted to share them with you. These features can be a great time saver as well as helping you to organise tasks more efficiently.
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In-line Editing
It is now possible to edit tasks directly from the Project Details [...]
1. Xero Line Items
ProWorkflow is now able to send all line items in an invoice to Xero.
Previously PWF sent taxable and non tax totals but has now implemented sending all line items from the invoice through to Xero. The invoices now perfectly reflect in both PWF and Xero.
1. Copy Settings between Quotes and Invoicing
We have added the ability to copy the settings from Invoice to Quotes (or vice versa). If you have both plugins (Quotes, Invoicing) you’ll be aware they each have a separate setup section. Now users can simply copy the settings between the sections.
This is much quicker if updating payment [...]
Continue reading about We’ve released some great updates to Quotes and Invoicing
