Optional Setup Steps
If you are using the Xero accounting system, you'll need to set up the interface to allow data to flow between WorkflowMax and Xero.
- Setting up your accounting interface – set up the interface to Xero.
Costs and suppliers
The setup steps listed below are not strictly necessary before you create your first job, so they can be completed when required. However, depending on your type of work you may find them useful.
- Setting up your costs – import or add costsIn WorkflowMax, the term 'costs' is used to refer to expenses that you will incur when working on jobs. These costs do not include staff labour costs, which are based on the time worked on tasks. Costs may relate to physical items (such as plant, machinery, consumables) or to other expenses such as subcontractors or mileage. for products and inventory.
- Setting up your suppliers – import or add supplier information.