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Work Smarter

How to Do a Mid-Year Expense Check-Up

As a small business owner, you often wear many hats at once—marketer, salesperson, human resources, legal counsel, business strategist...the list goes on. Between managing your employees and developing business strategies, it's easy to lose track of expenses. 

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WorkflowMax

Tip of the Week: Maximising your invoicing experience with new features

Thanks for all your feedback on our roadmap. As part of our ongoing product enhancements, we’re excited to announce our first round of new invoicing features is live.

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WorkflowMax

Get in the know with Melanie Morris, Head of Bookkeeping at Xero

We sat down with Xero’s Head of Bookkeeping Melanie Morris to chat about her journey with WorkflowMax, her background as a trainer and Xero Gold Champion Partner, and her advice for new customers on getting the most out of WorkflowMax. 

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Work Smarter

5 Ways to Boost Employee Engagement With Technology

The value of engaged employees is undeniable. According to Dale Carnegie, companies with engaged employees outperform their non-engaged counterparts by 202 percent, yet 45 percent of the workforce is disengaged.

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WorkflowMax Xero

WFM - Xero Connection speed bumps - RESOLVED

Over the past week, users will have noticed a few issues happening with WorkflowMax and the way it connects with Xero. We think it’s only fair to give you an update on what is causing some of the pain you have been experiencing, and what we’ve done to fix it and how we’re going to prevent this issue in future.

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Work Smarter

7 Ways You Could Be Unintentionally Wasting Time Each Day

Most people know know efficiency matters. Whether you’re an Auckland based accountant or a Chicago SEO expert, the less time you waste, the more productive you are. Likewise, the more productive you are, the more opportunities there are to make sales, finish projects and succeed in business.

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Love Stories

Set up for Success: Cloudify Solutions implements WorkflowMax for Bruce Campbell Design

Bruce Campbell Design is an architectural design business based in Orewa, New Zealand. We spoke to Bruce Campbell, the founder, to get his thoughts on working with Cloudify Solutions and the impact WorkflowMax has had on his business so far.

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Work Smarter

5 Productivity myths you should stop chasing right now

You've ticked all the boxes on your productivity checklist, yet you’re dragging behind deadlines. Sure, there can be external factors like lack of stakeholder engagement, sudden scope changes, poor risk management, and more. But, what you don’t see is all that time you were working with a flawed checklist — failure was inevitable.

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WorkflowMax

Providing Decision-Making Insights with WorkflowMax

As a WorkflowMax implementation partner, clients place a great deal of trust in us by providing access to the numbers and inner workings of their business. One client allowed us to go beyond the brief to implement WorkflowMax and invited Streamline Financial Solutions to provide ideas to improve their business profitability.

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WorkflowMax

Tip of the Week: Use Collaboration Manager to Store Emails and Attachments in Jobs

The Collaboration Manager is one of the most useful features in WorkflowMax, but it’s severely under-used. That’s why we’ve written this tip of the week to make sure you’re getting the full benefit of WorkflowMax, saving precious time and maximising your productivity.

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