FAQs
Answers to frequently asked questions are available under the following categories.

- 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?

- 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?
Didn't find the answer?

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