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.

3. Tasks

4. Time

5. Contact

6. Notes

7. Reports

8. Staff

9. Invoices

11. Technical

12. Comms

13. Ad Agencies

14. Architects

15. Sign Writers

16. Web Designers

17. Marketing

18. Tech Businesses

19. Manufacturing

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