WorkflowMax Premium

The KPI Dashboard allows you to track the productivity of each staff member by comparing their actual billable hours against their expected billable hours.

You can also define a 'capacity reducing' job for staff to write training time, sick leave and other unbillable time against. Previously, you may have created an internal job and marked the time as non-billable – this is no longer necessary. Alternatively, you can mark existing non-billable jobs as capacity reducing.

For further details of setting up and using the KPI Dashboard, see Capacity and productivity reporting.

In WorkflowMax Premium you can define relationships and groups for clients.

In order to add a relationship, you must first make sure that there is a business structure defined for the client. This structure can be imported in a CSV file or you can set up the structure manually for each client.

For further details, see Creating a client relationship and Client groups.

This feature can be used where you prepare recurring invoices in Xero and will never invoice out of WorkflowMax.

For further details, see Recurring monthly billing and non-WIP jobs.

WorkflowMax Premium allows recurring invoices, and invoices that have been entered manually into Xero, to flow down into WorkflowMax.

These invoices can then be included in the KPI Dashboard and Revenue reports.

You might use this feature if you have set up recurring invoices in Xero and you want to use them to offset the costs of WIP accumulating in WorkflowMax.

When you activate the feature, only invoices created or edited in the past 14 days will be imported, but all AUTHORISED and PAID invoices will be imported as they are created in Xero. The invoice data is imported overnight.

If WorkflowMax cannot match the Xero contact to a client during the import process, then the client will be created automatically within WorkflowMax.

For further details see Importing invoices from Xero.

When you update the address for one client in Workflowmax Premium, you are given the option to update the address for all related clients as well.

For further details, see Update related client addresses.

In WorkflowMax Premium it is possible to import staff using the Import options.

For further details, see Importing staff.

In WorkflowMax Premium, you can enter time directly against a client, even if no jobs are currently active for that client. Entering time in this way creates an "ad hoc job".

You can choose to bill out the ad hoc job as part of your standard WIP billing or you can choose to move the time sheets onto another job as required.

For further details, see Ad hoc jobs.