Got the full order? Check and pay now.
Use this option if you’ve only received part of your order.
Changing this will automatically update the number of items that are outstanding.
Easily include additional items to the purchase order.
LANCE RETTER, CO-FOUNDER AND COO, CONQUEST SOLUTIONS / ATLANTA-BASED IT SERVICES
It’s easy - no credit cards, no contracts.
Keep track of your items on order, your future financial commitments, and all your costs right from the start.
Manage your purchase orders in one place. Enter data once and have it appear in Xero and WorkflowMax.
Separate out items in a purchase order across multiple jobs.
Supplier invoices are pushed seamlessly from WorkflowMax into Xero - giving you a complete solution.
Supplier change the price on you? Keep on top of job costs and bill clients accordingly.
WorkflowMax streamlines the process, leaving you with more time to do what you do best.
You sure can! Customise your purchase orders including the layout and your own branding. And you can do it all from within Microsoft Word. Find out more about custom templates or contact one of product specialists for help.
Unfortunately this isn't a feature that is currently available in the app, you would have to raise the PO through the website.
WorkflowMax automatically generates numbers for purchase orders, but you can also edit the default prefixes and number sequencing to suit your own requirements. Check out this quick 0:57 min video on how to do this or contact one of product specialists for help.
Yes, as long as you’ve enabled integration with Xero the process is seamless! Simply raise purchase orders in WorkflowMax, and add as job costs as you receipt supplier invoices. These are automatically pushed into Xero for payment. Then switch to Xero to approve payment - Easy!