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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

3.7
130 Reviews
5 star
(50%)
4 star
(17%)
3 star
(7%)
2 star
(8%)
1 star
(18%)
PL
Phillip Le-Haase
Posted

terrible customer service

The app itself is great to use , as soon as someone gets any problems , your screwed , ive sent 4 emails with my problems and nothing in return , this is effecting me sending quotes out no and inturn my buisness , THIS IS NOT ON , UPGRADE THE CUSTOMER CARE TEAM

Response from WorkflowMax

Hey Phillip - let me reach out directly to you and find out what's happened here, sorry your experience hasn't been great. Let's see if we can fix that.
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.
Additional info

Shared data

Xero
WorkflowMax
Accounts
Tracking Categories
Invoices
Currencies
Credit Notes
Contacts

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.