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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

New release: Making invoicing easier and quicker with folder enhancements

Today we’re releasing the new ‘folders on invoices’ functionality, which lets you invoice based on the folders you’ve created on your quotes or jobs in...

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New release: Making invoicing easier and quicker with folder enhancements

Today we’re releasing the new ‘folders on invoices’ functionality, which lets you invoice based on the folders you’ve created on your quotes or jobs i…

Read Article

How a creative agency speeds up and simplifies workflows using folders

Let’s take a look at an example of how you might use folders functionality from end to end on a creative project.

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New release: A brand new look for the invoice information tab

We’ve been working hard to bring you the new ‘Folders on invoices’ functionality, which will let you invoice based on the folders you’ve created on yo…

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A new online support centre coming

The WorkflowMax online support centre provides critical information for new users or businesses evaluating the software. It gets over 30,000 page view…

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New release: Using the Xero design system for a better experience

Over the next 12-18 months, every time we do a feature release, we’ll also be updating the design of the pages you see and frequently use in WorkflowM…

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New release: Now you can quote the way you want

You’ve told us you want to be able to display and present quotes and estimates in the style that suits your business. And that it should be easy to se…

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Easily manage/reassign ownership of your subscription

We’re always looking to improve WorkflowMax for our small business clients. And we’re excited to share information about the latest round of enhanceme…

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New release: Reconnect your WorkflowMax-Zendesk Integration

In April this year, WorkflowMax (WFM) released a new version of the API to meet compliance rules being set out by tax offices around the world  The de…

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Time saving improvements to the WorkflowMax report builder

We’re always looking to improve WorkflowMax for our small business clients and we’re excited to share information about the latest round of enhancemen…

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Work in Progress and Reporting improvements Released

We’re excited to announce the next lot of planned enhancements that are centred around the Work in Progress dashboard and reporting functionality are …

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