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