ProWorkflow

Professional services, Time tracking, and Invoicing and jobs

ProWorkflow is an online project management, time tracking tool designed to work perfectly with Xero. Perfect for projects, invoicing and quoting.

Overview

The Xero integration makes it simple to receive generated invoices from ProWorkflow, and sync these with Xero. Turning on the Xero integration in ProWorkflow gives users the ability to send their invoices from their ProWorkflow account, straight into their Xero account with the click of a button. This not only streamlines their processes by converting project details into an invoice but will also save time from reproducing an invoice on two platforms.

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ProWorkflow + Xero

You can create all your invoices in ProWorkflow based on all your time tracked or using simple line items. You can then send the generated invoices in ProWorkflow directly to Xero with a click of a button. The invoices’ status in Xero will also be synced back to ProWorkflow.

Getting started

For this to work, simply log in to ProWorkflow and navigate to the Settings tab where you can set up the Xero integration. Once this is located and connected, you will be asked to allow ProWorkflow to access your company data. With this authorized, you can then sync the companies from Xero to ProWorkflow, and your integration is ready to use! Please note - the invoices module is required to be turned on for this to work.

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3.6

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Stephen Hegedus

Posted

Hello, we use proworkflow and xero. I am finding it frustrating that Proworkflow timesheets do not intergrate with Xero payroll. Has anybody found a work around, to save manual transfer of timesheet information.

Stephen, this page is for the review of ProWorkflow, so you're not likely to get the answer to your question here. You're more than welcome to pop this under the Connected apps & services topic (https://central.xero.com/s/topic/0TO1N0000017kmWWAQ/connected-apps-services) in our Xero Central Discussions (https://central.xero.com/s/article/Discussions-on-Xero-Central) space for more suggestions around this, or reach out to ProWorkflow directly from here (https://www.proworkflow.com/support/).

Julian Stone

Posted

Hey all! Julian here from http://www.proworkflow.com (http://www.proworkflow.com). I just wanted to say we've made truckloads of changes since this post to the Xero integration so those issues should be a thing of the past. Feel welcome to come back and try the ProWorkflow/Xero integration again.

Terri Kayed

Posted

I have found the PWF to Xero connection to be very good - I have been using it for the past 2 years. I simply select my cost code and send and it is nearly flawless. There is a difference in how PWF calculates gst (by total) and Xero (by line item) which sometimes (rarely) requires a minor adjustment of a few cents but I believe this is being corrected in the new rollout, which I am excited to use. Keep up the good work PWF!

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