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Step by step guide to identifying and correcting your job data in WorkflowMax

by WorkflowMax on Dec 20, 2019

You’ve landed in this section because you answered YES your business does report on the invoiced value of time in the WIP Ledger. We recommend that you read over the instructions below, in full, before proceeding, and keep them handy to refer back to.

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Estimated billings error

by WorkflowMax on Dec 20, 2019

An error has occurred in WorkflowMax/Xero Practice Manager where some Estimated Billings were not cleared after being invoiced based on 'actual time and costs'.

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