Important setup information - key financial settings

Posted by Chirag Ahuja on Dec 1, 2014 7:00:00 AM

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The settings you use in WorkflowMax need to reflect the way that your business operates. This video looks in detail at the financial settings that enable you to send invoices, run reports, and track your labour costs.

The Organisation Settings area is key to ensuring that you can use the full power of WorkflowMax - it's where you determine whether you will be invoicing based on task or staff billable rates, and how the time on your jobs is allocated.

Having correct labour costs set up helps ensure accurate reporting on your profitability. This video shows you how to make sure you do this right - from the start.

For further details, go to the Setting up your system topic in the WorkflowMax help centre or take the Set up your WorkflowMax account course to fully understand the entire process. 

Topics: Settings and account, Invoicing and Financial

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