Overview
Maximise project profitability, improve project budgeting and gain critical insights into your business with Xero’s WorkflowMax. Loved by over 100,000 customers in professional services, engineering, building/construction and more. Together with Xero, WorkflowMax provides you powerful end to end business solution.
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.
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