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Services

Workflow Max

What is Workflow Max?

Workflow Max is a Xero-owned project management software built to take care of all your business management needs, including project tracking, timesheets, reporting, invoicing, job monitoring, and all other aspects of project management in between. Workflow max enables you to quote, schedule, track time, invoice and report from the same place.

What systems integrate with Workflow Max?

Workflow Max has a seamless integration with Xero. You can:

  • Push sales invoices to Xero - Create a sales invoice in Workflow Max and it’s automatically pushed into Xero.
  • Get payment confirmation back into Workflow Max - Once an invoice has been reconciled in Xero, it’s marked off as paid in Workflow Max, giving you an accurate picture of profitability on each job.
  • Push Workflow Max purchase order receipts into Xero as account payable - Raise purchase orders and receipt supplier invoices in Workflow Max. Once receipted, the details are automatically pushed to Xero for payment of the invoice. Your job costing is complete, without you having to do a thing.

Workflow Max also integrates with more than just Xero. Use Workflow Max as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world-class add-on apps. Use an Add-on to create a total business solution.

Benefits and features of using Workflow Max.

  • Powerful Financial Reporting
  • Everything in one system
  • Track time and profitability
  • Staff allocation
  • Discover Trends in your business with clever reporting
  • Integrates with 30+ apps including Xero
  • Accessible anywhere and anytime
  • Create and send Quotes & Invoices
  • Collaborate with your team and clients
  • Track and report on project profitability using business intelligence
  • Real time insights for better business decisions
  • Customise the software to your needs

Login

To access your Workflow Max account, please log in here (https://practicemanager.xero.com/Access/Logon/)

FAQ

FAQ’s - https://support.workflowmax.com/Content/Workflowmax/FAQs/FAQs.htm

Useful Links

Website – https://www.workflowmax.com/

Support Centre - https://www.workflowmax.com/resources

News & Insights

Workflow Max