ProWorkflow

How do I list labour costs in my project?

Labour Costs

How do I list material costs in my project?

Material Costs

What financial forecasting tools are available to me?

ProWorkflow Forecast

How to create a quote? How do quotes work?

Quoting

How can I add Tax to an Item? Adding Tax to an Item

How to add Tax to an Item

How to Make an Item Billable, How to make an Item Non-Billable, How to Change the Billable Status of an Item

How to Make an Item Billable or Non-Billable

How to Create a Project from a Quote

How to Add a Quote to a Project; How to Connect a Quote to a Project

How to Add a Quote to an Existing Project

How to Invoice a Project, How to Invoice a Client

How to Create an Invoice

Natasha Robinson

Vishal Nath

Articles to help you configure, track, and manage your financial information in ProWorkflow Nexus

Managing Financials

What are the expanded item fields in nexus?

Expanded Item Fields

Expanded Financial Settings

How to bulk-manage financial settings for Items

Bulk Financial Management Tools for Items

Profitability Tab

Financial Tab

Set staff cost and charge rates, work out your cost per billable hour, and price for your target margin. Worked examples included.

How to set up cost and charge rates (and hit your target margin)

Use the Sensitive Business Info and Sensitive Business Cost Rates permissions to control who sees financials, cost rates, profit and margin.

How to hide cost rates and margin from staff

These articles describe the features listed in the Financial Suite, a set of tools that help you manage the inflows and outflows of your projects.

Financial Suite 

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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