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Updating WorkflowMax Practice Manager

Posted 6 years ago in Advisors by Xero Blogger
Posted by Xero Blogger

In January, we acquired leading practice management solution WorkflowMax Practice Manager. Five months later, the long-term planning is well underway and we have a clear vision for an integrated practice management solution within Xero. You’ll see us deliver on this vision over the next couple of years.

In the meantime, the WorkflowMax team have been continuing to extend the product’s capabilities by releasing new features. Here’s what they released over the weekend:

Custom cover pages

NZ accountants, this one’s for you – now you can customise the cover pages on client tax returns with your practice’s logo, contact details or any other information you want.

You can already customise cover pages in Xero for clients who require financial reports. This release lets you do the same thing for tax-only clients in WorkflowMax Practice Manager.

Timesheet clarity

Spending a few minutes here and there on jobs that aren’t assigned to you can add up quickly. Now you can track your time against any job. It’s a great way to make sure all your hard work is accounted for without cluttering your WIP with other peoples’ jobs.

To have a full look at everything in this release, check out the release notes.


Gayle Buchanan
June 5, 2012 at 4.46 pm

thanks sooooooo much for the ‘all’ staff tick thingie – yahoo

Kirsten Hawke
June 5, 2012 at 6.01 pm

Thanks for the days to complete report. Awesome work!

June 5, 2012 at 11.29 pm

desperately trying to log in for the last hour now and keep getting this same message The connection has timed out
The server at is taking too long to respond.
The site could be temporarily unavailable or too busy. Try again in a few
urgent help needed…. Please

Catherine in reply to Nate Xero
June 6, 2012 at 5.30 am

Hey Nate – sorry this wasn’t picked up sooner here – if you haven’t already please send these type of requests for help to our Customer Care team on Everything is ticking along fine at our end – I hope you’re not still having this problem. Please feel free to email the team if you’d like someone to take a look at what’s going on for you.

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