Mary Ellen Davy, Director, ellen&ellen / Creative agency
It’s easy - no credit cards, no contracts.
WorkflowMax offers the best integration with Xero Accounting of any available app.
Data moves between Xero and WorkflowMax with a single click. Eliminate unnecessary admin work and spend your time on more important tasks.
Payments in Xero are automatically synced with the corresponding invoice in WorkflowMax, giving you an accurate picture of profitability per job.
When you create a sales invoice in WorkflowMax, you can push that data through to Xero.
Send purchase orders and receipt supplier invoices in WorkflowMax in just a few clicks.
Powerful insights across your business, at your fingertips.
Victoria Read, Entrion Consulting
You sure can, but you’ll need to upgrade your account to WorkflowMax Premium. To find out more about the benefits that Premium provides or get set up, contact one of our product specialists.
If you delete invoice in WorkflowMax, as long as no payment against it, will void it in Xero as well.
Client names come over to xero in the last name field. At present this is simply how the data exports to Xero.
Once an invoice has been approved in WorkflowMax and the invoice has been created in Xero, further changes to the invoice in WorkflowMax do not flow through to Xero. You will either have to manually edit the invoice in Xero while still in its draft format or cancel (don't delete!) it in WorkflowMax. Doing the latter will cancel the invoice in Xero and make all time and costs available for re-invoicing. You’ll be able to simply re-issue the edited invoice. Find out more about WorkflowMax and invoicing in Xero in this 2:31 min video or contact one of our product specialists for help.
The importing of invoices into WorkflowMax from Xero happens overnight and depending on the number of transactions being processed that night can take some time to complete at certain times.
Purchase Orders are just requests to purchase something. The transaction doesn't happen until you receipt the supplier invoice against the Purchase Order. At that time WorkflowMax will push the supplier invoice to Xero.
Payment from Xero to WorkflowMax happens overnight. If you need to reconcile immediately, there is also a manual “import payments” option. Contact one of our product specialists for help.