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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.
Featured

A special thank you and best wishes for a happier new year

On behalf of the entire WorkflowMax team, I’d like to thank all our customers and partners, wish you a happy new year and I hope you can enjoy a well-d...

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What is a Project Management Plan and why is it important to have one?

The WorkflowMax blog is here to help readers continue to grow their project management knowledge. We recently released our Essential Guide to Project …

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Customise how your invoices are exported to Xero

Consolidate your invoice into a single line or hide your zero line items. As Xero's WorkflowMax grows globally, we continue to advance our mission of …

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Tip of the week: Applying Discounts

Giving discounts to clients is a reality of business, but many of our clients manage the process in a variety of ways. This week’s tip focuses on the …

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Tip of the week: How to record non-billable time

A common question we get asked by new users of WorkflowMax is “how do we record time for internal meetings, staff training, admin time, annual leave, …

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Tip of the week: Using Custom Job Numbers in WorkflowMax

Do you have unique Job Numbering Requirements in your business? Did you know that you can tailor WorkflowMax to work for you, by utilising Custom Job …

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