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Latest Release 25 November 2012

This is our last major release for the year. In the new year it will be all guns blazing on building out the new user interface, which not only means a beautiful new look, but some improved interactions and new dashboards. We can't wait to get cracking on it! But in the meantime this release covers off a whole bunch of highly requested items.

Read the full release notes for WorkflowMax Standard here, in brief:

  • Lock historic task and staff billable rates
  • Credit Note import from Xero
  • New Invoice Manager grid allowing bulk selection of all items
  • Additional 'Completed Job' security privilege
  • Ability to delete Custom Templates
  • Revising quotes will copy notes/documents to the revision
  • Plus much more...
Read the full release notes on the Practice Manager here, in brief:
  • Everything in the standard release plus
  • When editing and saving a client address, prompt the user to update related entities addresses
  • Major changes to the Adhoc jobs including new Adhoc jobs tab
  • New performance reports including Fees + Write On/Off per partner and job manager
  • Search on custom client fields
As always thank you all for your continued support. If you have any questions please contact the support team.