Get the most out your financial project management tool.
An instant view of how well you, the staff and the team as a whole, are meeting their productivity goals, while giving you the power to set and track capacity of work and time.Learn more about capacity and productivity reporting
Using the Client Groups feature it is possible to group a series of clients together to view all of their jobs, invoices and quotes in one central view.Learn how to create client groups
If you have regular jobs that you work on throughout the year, now you can invoice your clients for the work by using monthly recurring invoices in Xero.Learn how to set up recurring invoices
You can import recurring or manually entered invoices from Xero into WorkflowMax Premium, powering your KPI Dashboard and Revenue reports.Learn more about the importing invoices from Xero
CARL MULLINS, ENTRION
It’s easy - no credit cards, no contracts.
The KPI dashboard lets you track the productivity of staff by comparing their billable hours against expected.
Set up client groups to view all jobs, invoices and quotes for a series of clients in one central view.
Update the address for one client and choose to update the address for all related clients if needed!
Enter time directly against a client, even if no jobs are currently active for that client.
Forget about manual entry, simply prepare a spreadsheet of contacts and bring it over into WorkflowMax.
Invoices created in Xero flow back to the relevant job in WorkflowMax.
Clive Weston - Practice Manager, Cymon Allfrey Architects
Yes, WorkflowMax Premium is an optional upgrade from your standard subscription plan. You can choose to enable it from $50 extra per month. Just contact our support team to help you get set up!
Unfortunately we don’t have a trial for WorkflowMax Premium, but our accounts and billing team can easily enable it for you and if you decide you don’t want it, we’ll switch you back!
You sure can! Simply contact our support team and we can turn on this module for you. We pride ourselves on our easy monthly plans – no setup fees and no hidden costs! No obligation, no contracts. You can also downgrade or cancel at any time.