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Invoicing
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Collaboration Manager
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Select a tutorial from the list below to get started.
Why WorkflowMax?
Why WorkflowMax
Getting Started
Quick Start
Change password
Add staff
Add clients
Add jobs
Invite advisor
Importing information
Overview screen
My Account
Change password
Edit username
Multiple login emails
Switch between organisations
Custom themes
Default email subject
Export data
ical
Add Logo
Xero Integration
Setup Xero integration
Import Invoices from Xero
Monthly invoice xero
Jobs
Add jobs
Adding a task
Managing tasks
Job Folders
Job Templates
Job States
Adding notifications to job states
Actual vs Estimated costs
Add costs
Collaboration manager
Create Quote
Custom job numbers
Custom job rates
Delete job
Document upload
Job notes
Job schedule demo
Job scheduler
Job category
Job costing
Job Manager
Job numbers
Job search
Milestones
Custom fields
Notifications
Quote options
Print job
Recurring jobs
To-do lists
Leads
Lead Manager
Lead Manager Tutorial 1
Lead Manager Tutorial 2
Lead Manager Tutorial 3
Clients
Add clients
Client manager
client type
Client groups
Client relationships
Time and Staff
Delete staff
Disable staff
Export payroll
Flexible timesheets
Invite advisor
Add Staff
Entering Timesheets
Print timesheets
Writing time against client
Financial
Deposit invoice
Different billing client
Estimated billings
Fixed price invoicing
New invoice
New Quote
Paid Invoices
Print invoices
Purchase orders
Staff or task rates
Staff time allocation
Write off-on Time
Entering costs
Reporting
KPI Dashboard
KPI Setup
Productivity and capacity reporting
Report builder
Reports
On Demand Webinars
Introduction to WorkflowMax
Setup Webinar
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