ProWorkflow

How do I create an Invoice? What goes into invoices?

Invoicing

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 Add an Invoice to a Project; How to Create an Invoice

How to Add an Invoice to a Project

Ashlee

Natasha Robinson

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

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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