WorkflowMax

Professional Services , Construction & Trades , Time Tracking , Invoicing + Jobs

A Xero product offering all-in-one workflow. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more.

A Xero product offering all-in-one workflow. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more.

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About WorkflowMax

Maximise project profitability, improve project budgeting and gain critical insights into your business with Xero’s WorkflowMax. Loved by over 50,000 customers in professional services, engineering, building/construction and more. Together with Xero, WorkflowMax provides you powerful end to end business solution.

Explore all Features of WorkflowMax

WorkflowMax + Xero

WorkflowMax has a seamless integration with Xero. You can:

- Push sales invoices to Xero. When you create a sales invoice in WorkflowMax, it’s automatically pushed into Xero.
- Get payment confirmation back into WorkflowMax. Once an invoice has been reconciled in Xero, it’s marked off as paid in WorkflowMax, giving you an accurate picture of profitability on each job.
- Push WorkflowMax purchase order receipts into Xero as account payable. Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted, the details are automatically pushed to Xero for payment of the invoice. Your job costing is complete, without you having to do a thing.


WorkflowMax also integrates with more than just Xero. Use WorkflowMax as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world-class add-on apps.

Getting started

Syncing with Xero is easy to set up. Check out these step-by-step tutorials on how to do it in just a few minutes.

Explore how to setup WorkflowMax

Summary


Developer

Xero

Added on

09/04/2009

Integration details


Xero

Countries

Hong Kong, Malaysia, Philippines, Global, Australia, Ireland, United States, Canada, South Africa, New Zealand, Singapore, United Kingdom

Languages

English

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