Updating WorkflowMax Practice Manager
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.
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.
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