Workflowmax

Regain control of your Legal Practice by using WorkflowMax

Bill more, enjoy increased productivity, and reduce overheads. We recently caught up with Matthew Fooks of Legal Integrated Solutions Ltd, a WorkflowM…

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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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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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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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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…

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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 busi…

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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 we…

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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 o…

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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 prot…

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