Recent Updates

The development team has been busy over the past month implementing some fantastic enhancements to WorkflowMax. Below are a few of the key feature requests we've implemented.

Part Payments

Part payments can now be recorded against invoices generated in WorkflowMax. Further more, if you're using Xero or KashFlow as your accounting system, WorkflowMax can import all payments (part of full) eliminating double entry.

 

Custom Client Rates

If you have a custom rate you charge specific customers, you can now set this up on a per client basis.

New Cost Search

We've implemented a new cost search which includes the supplier name, product code and purchase price. This is particulary useful for our trade and manufacturing customers who purchase product from a number of different suppliers.

Merging Clients and Suppliers

You can now merge duplicate clients and suppliers into a single entity.

Tax Rates to 3 decimal places

Some states in North America require tax rates to 3 decimal places which we now support.

For more detail on the recent changes, you can read the releases notes in the online help from within your WorkflowMax account.

Chirag Ahuja
Chirag is the Marketing Manager at WorkflowMax. Every day he strives to educate more and more business owners on how to do business better. From their first visit to the website or the first email they receive to the first video they watch – he is passionate about delivering a seamless, beautiful and personalized experience that people love and that converts strangers to leads to customers and finally into fans! Chirag loves listening to techno music, reading vedic scriptures, leading teams, building relationships, and discussing the big questions in life.

Chirag Ahuja

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