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Manage all your jobs and projects with Xero’s WorkflowMax. Manage leads and clients, create quotes, track time, send invoices and tap into rich financial data reporting and insights. Maximise your business profitability, team productivity and performance – all in one place.

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.

Explore all features of WorkflowMax
WorkflowMax
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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.

Reviews & ratings

3.6 out of 5 stars
137 Reviews
5 star(48%)
4 star(16%)
3 star(7%)
2 star(10%)
1 star(20%)
DD
Dee Danallanko
Posted
1 out of 5 stars

Horrible, will never use again

Steep learning curve. Very unforgiving of mistakes, it can be impossible to correct errors. None of the canned reports give any useful info. I should not have to build my own reports just to get basic information out of the program. Does not interface with Hubdoc. Poor interface with Xero. Doesn't remember the report settings you just entered so you have to re-enter the dates and criteria every single time. 6-10 extra mouse clicks every time you need to run a report adds up to a lot of wasted time.
3 people found this review helpful.
AS
Amanda Suffell
Posted
1 out of 5 stars

Poor Invoicing Features

Once an invoice is raised in WFM and approved it cant be changed if there was a billing error or discount offer. It means raising a credit note in Xero, writing off the invoice in WFM and creating an entire new invoice. Quotes can not me amended once it has been accepted. You need to create a new quote each time should the scope of the job change. WIP - doesn't allocated correctly if an invoice has been created based on the quote and not on the time.
3 people found this review helpful.
LR
Leanne Rolton
Posted
2 out of 5 stars

Doesn't do what it promises

Also about to ditch it - very disappointing and feel that the marketing video's are misleading. After getting a consultant we're still no more advanced.
4 people found this review helpful.

Additional info

Shared data

Xero
WorkflowMax
Accountsshared from Xero to WorkflowMax
Tracking Categoriesshared from Xero to WorkflowMax
Invoicesshared from Xero to WorkflowMax and from WorkflowMax to Xero
Currenciesshared from Xero to WorkflowMax
Credit Notesshared from Xero to WorkflowMax and from WorkflowMax to Xero
Contactsshared from Xero to WorkflowMax and from WorkflowMax to Xero

App details

By Xero
Added in 2009

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@workflowmax.com

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Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.