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With our community of partners, you can get expert advice and training so you can be up and running in no time!

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The New WorkflowMax UI - coming in November!

Accountants around the world have been putting the new User Interface through its paces and we’ve been ironing out the issues they discovered. We are almost ready to open up the interface through to the majority of our users.

At this point the team are diligently working towards putting the fixes in place so come the end of November all other WorkflowMax users will be able to experience the new interactions and the Xero-fied look and feel of the new client, quote, invoice and work in progress manager screens.

 work_in_progress-manager workflowmax

Our previous blog posts cover off in depth the changes that you can all expect to experience:

The new UI will not be applied to all accounts - we will allow users to opt in.

Why? There are some important features missing in the new user interface that are still being developed - so if the following are important to you then you should choose not to opt in right now. Major missing features in this first version of the UI include:

  • Start / Stop Timer
  • Banner and login screen branding is removed
  • Ability to create client logins

Find the full details of what exactly is missing here:

So do you want in on the new UI?

Closer to release date we will be sending out emails to remind you of what is in store, and more videos demonstrating what the new UI offers.

If you want to automatically enable the new UI as soon as it’s available, then all you need to do click on the "opt in" button below and enter your details on the next screen.

 

Opt in for the New UI

 

Easy! And now you can go back to being the most patient and enduring clients anyone could ever hope to have :)

 

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Gavin George
A thought leader in the cloud computing industry, Gavin George is the Co-founder & General Manager of WorkflowMax - the cloud-based workflow management software used by thousands of marketing and advertising agencies worldwide. With over 7 years of experience in cloud computing solutions, Gavin intimately understands the challenges that companies face in transitioning and managing their business on the cloud.

Gavin George