Seamless Integration with your General Ledger

With a seamless integration to the Xero accounting engine any invoices you generate in WorkflowMax automatically push across into your general ledger. You can also setup recurring invoices in Xero and import these back into WorkflowMax to ensure you accurately capture your total client invoicing and subsequently your average hourly rate within your Practice Manager.

Xero integration:

• Live synchronisation of clients and contacts
• All sales invoices generated in WorkflowMax seamlessly push into Xero
• All chart of account and tracking codes can be setup in WorkflowMax to automatically populate in Xero
• Payments are imported automatically overnight from Xero into WorkflowMax
• Any recurring invoices setup in Xero can be imported seamlessly back into WorkflowMax and stored against the client
• Any purchase invoices entered against the job in WorkflowMax seamlessly push through into Xero's accounts payable