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.