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Overview
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Recent
Official WorkflowMax
»
Announcements
(21)
»
Latest Release - Export to Xero Payroll
Latest Updates - Tax Manager 02 April 2013
Latest Changes - Practice Manager - 26 November 2012
Getting Started
(16)
»
Timesheet Timer
My Portal
Welcome to WorkflowMax
Admin
(17)
»
Custom Billing Rates
What's that icon?
Data Storage and backups
Customising WorkflowMax
(6)
»
Custom Branded Quotes, Invoices, Purchase Orders and Tax Letters
Edit Job Numbers, Invoice Numbers and Quote Numbers
Personalise
Leads, Quotes and Estimates
(8)
»
Lead Manager
Create a New Lead
Working with a Lead
Jobs
(16)
»
Create a New Job
To-Do List
Delete a Job
Timesheets
(7)
»
Entering time
Move timesheets
Submitting timesheets
Costs and Purchase Orders
(3)
»
Enter Costs and Expenses
Purchase Order Manager
FAQ - Costs and Purchase Orders
Invoicing
(10)
»
FAQ - Invoices
Deposit Invoices
Multi-Job Invoice where clients have the same billing client
Reporting
(5)
»
Financial Reports
My Reports
Report Builder
Manage my Jobs
(4)
»
Job Schedule
Staff Allocation view
Task Manager
Interfaces, Exporting and Importing
(13)
»
Xero Interface - Set up
KashFlow
WorkflowMax - MYOB Interface
Troubleshooting
(4)
»
Google PDF Viewer
Adobe Reader v10 Toolbar
Printing Background Images
Practice Manager
(10)
»
WorkflowMax Practice Manager
Client Import - Practice Management and Tax Fields
Invoicing - Effects on Reporting
Tax Manager - NZ only
(12)
»
Tax Manager Overview
Getting Started with Tax
Create a GST return
Document Management Integration
(3)
»
Document Management - Getting Started
Document Management
Trouble shooting document management connection errors
Video Tutorials
»
Getting Started
(6)
»
Quick Start
Calendar Interface
My Overview
Customising WorkflowMax
(4)
»
Custom Themes
Custom Numbering
Custom Fields
Clients
(3)
»
Client Manager
Create and Import Clients
Different Billing Client
Jobs
(21)
»
New Job
Actual vs Estimated Costs
Add a task
Lead Manager
(3)
»
Overview
Managing Leads
Lead Templates
Financial
(15)
»
New Invoice
New Quote
Fixed Price Quoting and Invoicing
Admin
(9)
»
Client Type
Custom Branded Quotes, Invoices and Purchase Orders
Delete Staff
Reporting
(2)
»
Job & Financial
Report Builder
Interfaces
(3)
»
Setting up Income and COS Accounts
Import
Export
Xero
(3)
»
Overview
Xero Interface Setup
Transfer Payment Invoices
Saasu
(3)
»
Overview
Setup
Transfer Payment Invoices
KashFlow
(3)
»
Overview
Setup
Transfer Payment Invoices
Recorded Webinars
(2)
»
Training Webinar - Jobs and Timesheets
Intro to WorkflowMax - August 2012
