FAQs

• Why is my card being declined?
• Why is my card not supported?
• Why did an error occur during processing my card?
• Why does my card require authentication?

• Does WorkflowMax handle multi-currency?

• Why have the login URLs changed for WorkflowMax and Xero Practice Manager?
• I can’t log in using my bookmarked URL - what should I do?
• Why can’t I see all my accounts in one place any more?
• Are other features such as Dropbox, Google Drive or reporting templates affected?
• How do I find out if I have a WorkflowMax, Xero Practice Manager, or Xero Tax subscription?
• How will I be affected as a user of WorkflowMax Premium?
• Are there any changes to my WorkflowMax subscription plan?
• What if I have been invited into or set up a trial WorkflowMax account?
• How will this change affect me as an API developer?
• Will links in my custom fields still work?
• Will the WorkflowMax mobile app still work?
• Where has my Xero Tax module gone?
• What time is the WorkflowMax planned outage?

• How do I account for non-billable time?
• What happens to WIP when invoicing?
• How do I progressively invoice a client for an agreed total amount, on a (task or cost) line by line basis?

• My job has changed from a fixed price for components of work, to being charged for additional work per hour. How do I manage the job?
• I charge a fixed rate for a number of hours, and hourly rate above that. How do I set up my jobs?
• How do I remove a job from the Work In Progress list?
• What is copied when I copy a job?
• How do I use internal jobs to account for non-billable time?

• Why are you asking us to link to Xero?
• How will this affect me?
• Why can’t I opt in - why do we need to change logins?
• Is this level of security really necessary? Shouldn’t I be able to choose?
• Can I de-link my Xero login?
• Can I still use my WorkflowMax username and password to login once I link to Xero login?
• How do I change my login credentials in future?
• Can I use my Xero login with my WorkflowMax mobile app?
• What if I am not a Xero user?
• Are you going to sell me a Xero account?
• Can I use my old customised login and page branding?
• What happens if we share a login?
• Where do I get the authenticator app? I can't find it in the app store
• Does the authenticator app mean I’m connecting my Xero data to a third party?
• I don't have a smartphone or tablet; what do I do?
• Do I need signal on my phone to get the passcode?

• How do I set up Xero login and 2SA for WorkflowMax? (video)
• Best practice for managing access security for your staff
• What is single sign-on (SSO)?
• What is two-step authentication (2SA)?
• What is the value of 2SA for our customers?
• Why have we implemented 2SA?
• Install an authenticator app
• Setting up 2SA during login
• Setting up 2SA after login
• Adding an alternative recovery email address
• How do I use the Xero login screen to access WorkflowMax?
• Can I still merge logins once SSO is enabled?

• What's the difference between a quote and an estimate?
• I've accepted a quote, the job has been created, but I need to change the quote.
• Can I have more than one quote on a job?
• How would I handle a variation or a change request?
• Can I link my quote to an existing job?
• Can I link an existing quote to a lead?
• Can I create a lead from an existing quote?
• Should I break a job into several quotes or manage multiple quotes on one job?
• How can I create a quote if I don't know what cost items will be used in completing the job?
• How do I account for time spent on a lead?

• How do I work with subcontractors on jobs?

• I want to record time against a task - why can't I see that task in the task drop-down list?

• What information is sent via the WorkflowMax to Xero interface?
• What does the error message "The TaxType code 'OUTPUT2' cannot be used with account code 'xxx'" mean?

• How does Xero Projects and WorkflowMax compare?

If you can't find the information you need:

• click the help () icon (at top right of the WorkflowMax screen), and select Contact Support, or
• you can contact our support team directly at central.xero.com/s/contact-support.

Invite support access

To invite a member of the support team into your account:

1. Click the help () icon (at top right of the WorkflowMax screen), and select Invite Support. The Invite support into your account screen is displayed.
2. Click Invite Support. This will allow the support team to access your account.
3. Please contact us at central.xero.com/s/contact-support to confirm that you have invited them in.

Revoke support access

To immediately revoke support access to your account:

1. Click the help () icon (at top right of the WorkflowMax screen), and select Invite Support. The Invite support into your account screen is displayed.
2. Click Revoke access. This will stop the support team from accessing your account.

Extend support access

To extend the time that the support team can access your account::

1. Click the help () icon (at top right of the WorkflowMax screen), and select Invite Support. The Invite support into your account screen is displayed.
2. Click Extend access. This will extend the support team's access to your account by another 14 days.