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WorkflowMax

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.
8 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.
5 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.
6 people found this review helpful.
AG
Alex Gordon
Posted
1 out of 5 stars

Frustrating, and about to ditch it!

The way this system is going, I'm about to pull the pin. I have taken over a company, and can't transfer a lot of things from the previous company to the new company system because the export functions aren't there. For instance I can't export categories, templates, and other critical things that are going to allow continuity with my business. How hard is it to handle more than 500 records at a time when importing? Apart from splitting the files, copying the header row to every file and then painstakingly importing 13 files at a time, there is no other method.
5 people found this review helpful.
JK
Josh Kleinig
Posted
2 out of 5 stars

Mobile App PO's

It is a real pain that a PO can not be raised against a job on the mobile app.
2 people found this review helpful.
MD
Maggie Deller
Posted
2 out of 5 stars

Terrible Support

Support times are ridiculous and beyond a joke. Cannot get anyone to assist.
3 people found this review helpful.

Response from WorkflowMax

Hi Maggie - let me reach out to you and see how we can fix this!
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.