Xero Interface

WorkflowMax is closely integrated with the Xero accounting system.

If you are using Xero, you should set up the interface to simplify the transfer of information between the systems.

For further details, see What information is sent via the WorkflowMax to Xero interface?

Working with Xero

Setting up the Xero interface

Importing contacts from Xero

Exporting to Xero payroll

Re-exporting an invoice to Xero

Xero GL account codes and tracking categories