Setting up WorkflowMax for Your Free Trial
To get the most out of your free trial evaluation of WorkflowMax we recommend that you make full use of the sample data already loaded into your account.
But before you start your evaluation, you'll need to review and possibly change some important configuration values.
Learn more about our free online self-paced course: Set up WorkflowMax for your free trial.
Check and set up two key
You need a
There are some additional, optional setup steps, that you can complete if you are using XeroPowerful cloud-based accounting software that is closely integrated with WorkflowMax for invoicing, payments and reporting., or need to work with