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.
    Overview

    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.

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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

    3.8
    129 Reviews
    5 star
    (51%)
    4 star
    (17%)
    3 star
    (7%)
    2 star
    (8%)
    1 star
    (17%)
    KL
    Karl Lisipeki
    Posted

    Not User Friendly

    and expensive

    Response from WorkflowMax

    Hi Karl, keen to hear more from you on this and get your feedback. We'll reach out. thanks MV
    EC
    Edward Collings
    Posted
    Great product for time capture, quoting and invoicing alongside xero.
    MP
    Matthew Peng
    Posted

    Very versatile workflow companion

    WorklflowMax is easily adaptable to any sized business, offering great visibility of work in progress and job profitability reporting.

    Response from WorkflowMax

    Thanks Matthew
    Additional info

    Shared data

    Xero
    WorkflowMax
    Accounts
    Contacts
    Credit Notes
    Currencies
    Invoices
    Tracking Categories

    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 walkthroughIntegration walkthrough

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