Streamline job cost management with easy-to-use purchase order management software. Push bills through to Xero automatically and eliminate double handling - get full control over the costs in your business.
When using external vendors, it’s important to keep records of what’s being ordered, the cost of those orders, changes to the cost of those orders and the status of delivery. So nothing falls through the cracks and so there are no surprises at month-end.
Use the Purchase Order management module in WorkflowMax to receipt-in supplier invoices to keep your job financial reporting intact. No need to enter them again in Xero. WorkflowMax does this for you by pushing automatically into Xero for payment. Switch to Xero to approve payment - Easy!
There are multiple ways to receipt an order in WorkflowMax. Use full receipt if you’ve got the full order. Check and pay now. Partial receipt - use this option if you’ve only received part of your order. The number of items received - changing this will automatically update the number of items that are outstanding. To make amendments - you can easily include additional items to the purchase order.
Keep track of all items on order, view your future financial commitments, and see all your costs in one place.
Separate out items in a purchase order across multiple jobs.
Suppliers change the price on you? Keep on top of job costs and bill clients accurately.
Manage your purchase orders in one place. Enter data once and have it appear in Xero and WorkflowMax.
Supplier invoices are pushed seamlessly from WorkflowMax into Xero - giving you a complete solution.
Let WorkflowMax streamline the processes, so you can spend time on more important tasks, like growing your business.