proworkflow - xero integration
TRANSCRIPT
Use ProWorkflow to manage:
• Projects• Tasks• Time
• Contact• Notes• Reports
• Staff• Invoices• Quotes
“…ProWorkflow is an easy to use web based project, task and time
management solution…”
So what is ProWorkflow?
Which industries?• Creative• Technical• Comms
• Ad Agencies• Architects• Sign Writers• Web Designers
• Marketing• Tech Businesses• Manufacturing• Etc…
“…Anyone with a team of staff, managing projects and tasks in
service industries…”
Who uses ProWorkflow?
ProWorkflow > Personal Summary “Your dashboard”
ProWorkflow > Projects Page “Manage your projects”
ProWorkflow > Project Details “Overview of a project”
ProWorkflow > Project Details “Invoices on a project”
ProWorkflow > Add/Edit Invoice “Creating an invoice”
ProWorkflow > Final Invoice “Ready to send”
Xero > Login Screen “Login to get your API key”
Xero > Xero Network “Generate a key”
ProWorkflow > Xero Settings “Enter Key to create the link”
ProWorkflow > Invoices Page “Send them to Xero”
ProWorkflow > Invoices Page “Sent to Xero!”
Xero > Accounts Receivable “Invoices in Xero”
Xero > Accounts Receivable - Drafts “Approve the invoice”
Xero > Accounts Receivable – Awaiting Payment “Add a payment”
ProWorkflow > Invoices Page “Updated from Xero!”
ProWorkflow > Xero Settings “Companies are matched”
ProWorkflow > Project Details “Invoices on a project”
Make Projects in ProWorkflow Create Invoices >>> then Manage Accounts in Xero
www.proworkflowblog.com
These slides available on our blog
Or talk to ProWorkflow or Xero staff
www.proworkflow.comwww.xero.com
