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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

3.7
113 Reviews
5 star
(46%)
4 star
(20%)
3 star
(7%)
2 star
(9%)
1 star
(18%)
CM
Colin Miles
Posted

Hasn’t progressed. We’re switching to another system

We’ve used WFM in our agency for the last 6 years. We bought in because it is a Xero owned service and we thought Xero would evolve it to be as user friendly and feature rich as it’s main platform. Regrettably it hasn’t happened. In 2020 we reviewed the market for agency / professional services management systems and found several alternatives with much richer features and better UI / UX for the same or less ££.
BR
Belinda Randall
Posted
I have been using Xero (for 9 yrs) and WFM (7yrs) for years and up until recently been extremely impressed. BUT post XERO integration support is terrible - its worse than TELSTRA - I know that's BAD! Whilst the functionality of WFM and XERO is excellent the support sector is at the other end of the spectrum and needs to be addressed! It is incredibly frustrating when the system you rely on for all your business's workflow has an issue and you're left waiting for a response that comes hours and hours later, in the middle of the night and is clearly out of a scripted response book!! To add to the frustration, there is no flagging system or phone support for urgent issues. Last of call is the integration problem - Our XERO account was subscripted through our Accountant's firm before we later independently subscription the WFM add-on to XERO. Recently when XERO and WFM integrated, our control of the WFM subscription was lost to our accountant firm!! But they still happily take payment from our Credit Card! I am still waiting after a week to have this addressed, let alone resolved!!!! I am a very unhappy and frustrated customer.
SC
Shaun Clarke
Posted
We have just started to Xero and WFM for our electrical business. Xero from the start of the year which has massively improved the time taken for the book keeping side of the business. We decided to go with WFM and have been trying to implement from April for our site engineers to get away from job sheets etc etc. One thing i can't understand on the App is when you want to enter a Cost it doesn't show the Cost database items that we have been painstakingly inputting into WFM which we have hundreds of items. Surely with this being cloud based these should show up in the App as the Task items do and it would help massively with our guys on site. If we are doing something wrong any advice would be greatly appreciated as this would tick all the boxes for us but not having this feature is a little disappointing.
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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