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WorkflowMax Blog

Explore our latest stories, tips and tricks, and other useful information that’s worth spending the time to read about.
What is a cost estimate?

What is a cost estimate? The importance of accurate estimating for your service business

Producing accurate estimates is one of the most important aspects of job management and key to successfully executing projects.

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2SA and the authentication process: It’s fundamental to good security

For many Xero customers in Australia, using two-step authentication (2SA) to access their Xero account is now mandatory – and you will start to see th…

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Why you should switch to the new WorkflowMax User Interface (UI)

From the 4 December 2018 we will no longer be supporting or developing the older version of WorkflowMax. To make sure you’re getting the most out of W…

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Tip of the Week: Use Filters to Find What You Need

Filters are a great way to find information you need in WorkflowMax easily. However a lot of customers don’t know about them – hence this #tipofthewee…

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Getting your business ready for single sign on with Xero and optional two-step authentication (2SA)

It's never been more important for your business to be aware of prioritising online security and safety, and ensuring everyone in the organisation is …

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The New Roadmap for WorkflowMax

We are still on a high from Xerocon Brisbane a few weeks ago where Xero’s Chief Partner Officer, Anna Curzon talked about the huge investment we are m…

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For the love of efficiency: An interview with FGS Advisory Managing Director

We sat down with Daniel Richardson, Managing Director of FGS Advisory - a Xero and WorkflowMax implementation partner - to talk about his love of effi…

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3 Months at Xero: An intern's take

When you have the opportunity to apply for an internship fresh out of high school, my expectation of what the role would look like came entirely from …

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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…

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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 f…

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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 Champ…

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