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WorkflowMax

Amp up your project management with product updates, help videos, and other WorkflowMax stuff you’ll find useful.

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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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...

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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...

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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...

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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...

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Spotlight on Dion & Lauren: WorkflowMax heads to Xerocon Atlanta

We chat to WorkflowMax Account Manager Dion Eade and Channel Manager Lauren Hicks before they head off to Xerocon Atlanta 2018. Get the inside scoop on who they are, why they love Xero and their tips...

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TLS 1.0 Deprecation and the WorkflowMax API

One of our focus areas is continuing to protect your data online. At Xero we take data security extremely seriously, and want to make sure you’re protected.  

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The New Roadmap for WorkflowMax

The WorkflowMax roadmap is here! Thank you for all your feedback over the last little while – it’s helped us form a robust vision for the future. We’re super excited and know you will be too when you...

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Spotlight on Support: 5 Key Features of The New WorkflowMax Support Centre

Thanks for all the amazing feedback that’s been coming through about our website and support centre. We’re proud to see support centre usage on an upward trend, and nearly 30% up since January....

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What's Inefficient Time Management Costing Your Business?

As a business owner, it's important to understand where you’re spending your time. But let's face it, tracking time isn’t the most fun thing in the world. And doing it retrospectively can be a pain....

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