Back to your search

WorkflowMax or Xero Projects - how to define the best fit for your client

Live webinar

3 Advisor credits



Learning objectives

  • Assess which of your clients would be best suited to WorkflowMax and Xero Projects
  • Demonstrate best practice navigation of WorkflowMax and Xero Projects
  • Describe key differences between WorkflowMax and Xero Projects

Course outline

    We recently announced the release of Xero projects. This adds to the current suite of Xero products, which also includes the very successful WorkflowMax.

    Current partner feedback is that you would like some assistance understanding which product is the best fit given the needs of your clients.

    In this webinar, we will take you a comprehensive demo of both Xero projects and WorkflowMax and explain how to qualify which product is right based on your clients' requirements.

Topics covered

  • My Xero
Register for a course

More courses you might be interested in

2 Advisor CREDITS

Find & Recode

Learn the fastest way to fix lots of coding errors quickly. View course

Self-paced learning

3 Advisor CREDITS

Monthly Product Updates

Keep up with Xero's latest product updates and feature releases with our monthly product update. View course

Self-paced learning

40 Advisor CREDITS

Xero Advisor Certification

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?