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Xero Integration Guide
In Wunderbuild, utilise our Xero integration to sync progress claims on work completed and purchase orders made to suppliers as bills to pay and invoices in Xero. The following is a guide on connecting to Xero and having your data seamlessly ...
Leads Management Guide
Accessing the Lead Management Tab: Navigate to the Lead Management tab on the main menu to view the visual board of leads. Understanding the Lead Board: Each column on the board represents a different stage of a lead. Creating a New Lead: Click the ...
App Timesheets User Guide
1. Accessing the Timesheets Tab : Navigate to the Timesheets tab by clicking on the clock icon on the bottom of your screen. 2. Editing/Deleting a timesheet: Click on the timesheet entry and choose edit or delete. 3. Create a new timesheet by ...
How to upload bills from Xero to Wunderbuild?
1. Enable Two-way sync in Settings > Integrations > Configure. 2. On your Job Overview Page. Under Details, click on the edit button to add your Xero tracking name. The name shall appear in Xero in the WB Job dropdown button. 3. In Xero, make sure to ...
How to import suppliers in Wunderbuild?
Go to ‘Import Contacts’ under Contacts in the left hand navigation. Click the shaded box to upload your supplier contacts from a supported file (Only .csv, .xlsx or .xls files can be imported into Wunderbuild.) or drag and drop your contacts list to ...