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ProWorkflow - Xero Integration
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ProWorkflow - Xero Integration

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This slide presentation shows the process of using the Xero integration (web based accounting) in the ProWorkflow solution (web based project management). …

This slide presentation shows the process of using the Xero integration (web based accounting) in the ProWorkflow solution (web based project management).

Visit http://www.proworkflow.com to sign up for a free trial account. Contact ProWorkflow to see how this can work for your company.

Published in: Technology, Business

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Transcript

  • 1.
  • 2. So what is ProWorkflow?
    “…ProWorkflow is an easy to use web based project, task and time management solution…”
    Use ProWorkflow to manage:
  • Who uses ProWorkflow?
    “…Anyone with a team of staff, managing projects and tasks in service industries…”
    Which industries?
  • “Your dashboard”
    ProWorkflow > Personal Summary
  • 21.
  • 22. “Manage your projects”
    ProWorkflow > Projects Page
  • 23. “Overview of a project”
    ProWorkflow > Project Details
  • 24. “Invoices on a project”
    ProWorkflow > Project Details
  • 25. “Creating an invoice”
    ProWorkflow > Add/Edit Invoice
  • 26. “Ready to send”
    ProWorkflow > Final Invoice
  • 27. “Login to get your API key”
    Xero> Login Screen
  • 28. “Generate a key”
    Xero>Xero Network
  • 29. “Enter Key to create the link”
    ProWorkflow >Xero Settings
  • 30. “Send them to Xero”
    ProWorkflow > Invoices Page
  • 31. “Sent to Xero!”
    ProWorkflow > Invoices Page
  • 32. “Invoices in Xero”
    Xero> Accounts Receivable
  • 33. “Approve the invoice”
    Xero>Accounts Receivable - Drafts
  • 34. “Add a payment”
    Xero>Accounts Receivable – Awaiting Payment
  • 35. “Updated from Xero!”
    ProWorkflow > Invoices Page
  • 36. “Companies are matched”
    ProWorkflow >Xero Settings
  • 37. “Invoices on a project”
    ProWorkflow > Project Details
  • 38. Make Projects in ProWorkflow
    Create Invoices >>>thenManage Accounts in Xero
  • 39. These slides available on our blog
    www.proworkflowblog.com
    Or talk to ProWorkflow or Xero staff
    www.proworkflow.com
    www.xero.com