So what is ProWorkflow?“…ProWorkflow is an easy to use web based project, task and time management solution…”Use ProWorkflow to manage: Projects Tasks Time Contact NotesReports Staff InvoicesQuotes

Projects

Tasks

Time

Contact

Notes

Reports

Staff

Invoices

Quotes

Who uses ProWorkflow?“…Anyone with a team of staff, managing projects and tasks in service industries…”Which industries? Creative TechnicalComms Ad Agencies Architects Sign WritersWeb Designers Marketing Tech BusinessesManufacturing Etc…

Creative

Technical

Comms

Ad Agencies

Architects

Sign Writers

Web Designers

Marketing

Tech Businesses

Manufacturing

Etc…

“Your dashboard”ProWorkflow > Personal Summary

“Manage your projects”ProWorkflow > Projects Page

“Overview of a project”ProWorkflow > Project Details

“Invoices on a project”ProWorkflow > Project Details

“Creating an invoice”ProWorkflow > Add/Edit Invoice

“Ready to send”ProWorkflow > Final Invoice

“Login to get your API key”Xero> Login Screen

“Generate a key”Xero>Xero Network

“Enter Key to create the link”ProWorkflow >Xero Settings

“Send them to Xero”ProWorkflow > Invoices Page

“Sent to Xero!”ProWorkflow > Invoices Page

“Invoices in Xero”Xero> Accounts Receivable

“Approve the invoice”Xero>Accounts Receivable - Drafts

“Add a payment”Xero>Accounts Receivable – Awaiting Payment

“Updated from Xero!”ProWorkflow > Invoices Page

“Companies are matched”ProWorkflow >Xero Settings

“Invoices on a project”ProWorkflow > Project Details

Make Projects in ProWorkflow Create Invoices >>>thenManage Accounts in Xero

These slides available on our blogwww.proworkflowblog.comOr talk to ProWorkflow or Xero staffwww.proworkflow.comwww.xero.com