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Recent
Announcements
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Latest Tax Manager Release - 13 May 2012
Latest Release - 2nd March 2012
Latest Release Tax - 2nd April 2012
Getting Started
(15)
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Timesheet Timer
Welcome to WorkflowMax
Getting Started
Admin
(12)
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Custom Billing Rates
What's that icon?
Data Storage and backups
Customising WorkflowMax
(6)
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Custom Branded Quotes, Invoices and Purchase Orders
Edit Job Numbers, Invoice Numbers and Quote Numbers
Personalise
Leads, Quotes and Estimates
(8)
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Lead Manager
Create a New Lead
Working with a Lead
Jobs
(16)
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Create a New Job
To-Do List
Delete a Job
Timesheets
(7)
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Entering time
Move timesheets
Submitting timesheets
Costs and Purchase Orders
(3)
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Enter Costs and Expenses
Purchase Order Manager
FAQ - Costs and Purchase Orders
Invoicing
(8)
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FAQ - Invoices
Invoice Manager
Write On/Off Time
Reporting
(5)
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Financial Reports
My Reports
Report Builder
Manage my Jobs
(4)
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Job Schedule
Staff Allocation view
Task Manager
Interfaces, Exporting and Importing
(12)
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Xero Interface - Set up
KashFlow
WorkflowMax - MYOB Interface
Troubleshooting
(4)
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Google PDF Viewer
Adobe Reader v10 Toolbar
Printing Background Images
Practice Manager
(5)
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Client Import - Practice Management and Tax Fields
Client Groups
WorkflowMax Practice Manager
Tax Manager - NZ only
(7)
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Tax Manager Overview
Getting Started with Tax
Create a GST return
Official WorkflowMax
