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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.

Resource management: An introduction for professional services businesses

As a professional service business, your people are your most valuable resource.

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Tip of the Week: Link WorkflowMax with your Google Calendar

The iCalendar feature within WorkflowMax allows you to sync your important dates within WorkflowMax with your Google Calendar. No more missed mileston…

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Security is everyone’s responsibility

For most of us the internet is an intrinsic part of our lives. We rely on it to get us where we are going, connect us to friends and family and answer…

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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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