About WorkflowMAX Advanced

The Advanced plan includes everything in our Premium plan, but also includes access to:

• Integrated calendar time capture (Google & Microsoft)

  Our Integrated Calendar feature now syncs directly with Microsoft Outlook and Google Calendar. Your meetings, appointments, and events appear in automatically, ready to convert to timesheet entries with a few clicks.

• Timesheet Approvals

  Build custom approval flows to match your business with our Timesheet Approvals features (currently in BETA). Set your own timesheet approvers and specify which staff members' timesheets they can approve.

• Zapier Integration

  is now on Zapier, which means you can connect it to over 8,000 other apps without writing code. Automatically create jobs from CRM deals, sync contacts, trigger Slack notifications, or push data to your BI tool.

• Multi-Currency Purchase Orders

  Multi-currency support for purchase orders and bills is available as BETA in the Advanced Plan. Create POs and bills in any currency, and handles the conversions automatically.

• Scheduled custom reports

  Scheduled Reports lets you set up any custom report to run and deliver automatically — daily, weekly, monthly, or yearly. Configure it once and the system handles the rest.

• Calendar Integrations

  The Integrated Calendar syncs Microsoft Outlook or Google Calendar directly with . Your meetings and events appear inside the app and can be quickly converted into timesheets. Available as BETA in the Advanced Plan.

• Advanced invoicing

  The Advanced Plan provides a third Pricing Mode option in invoices — the ability to determine line amounts as a percentage of the approved quoted amounts.

  Selecting this pricing mode lets you choose what percentage of each line item to charge for in your invoice. For example, you might choose to bill 20% of Task 1, 50% of Task 2, and 100% of each of your Costs.

• Extended API endpoints

  Access more of the data in your system with the extended API, making a wider range of actions possible in any connected system.

• Capacity/Resource Management (Coming soon)

  A new tool that will enable you to manage staff workloads, monitor team availability, and avoid over-resourcing issues.

• Multi-Currency Sales (Coming soon)

  Multi-currency support for clients, jobs, and invoices.

• AI Custom Report assistance (Coming soon)

  A dedicated chatbot that will assist users in building their custom reports and provide insights on the data they surface.

• eQuote Acceptance (Coming soon)

  Enable clients to accept their quotes via email. The quote they receive will include an Accept button. When they click Accept, the quote will automatically be converted into a new job record in .

• Sandbox Account (Coming soon)

  The Advanced Plan will incorporate a Sandbox account where users can test the system without risk to their live data and workflows.

• Advanced Custom Field Management (Coming soon)

  This will provide the ability to decide which custom fields are visible in which jobs.

• Advanced WIP Management (Coming soon)

  The Advanced Plan will provide the ability to manage individual WIP ledger entries from the Financial tab of a job record, allowing for the granular control of write-offs in a streamlined and efficient process.

• Mixed Billing (Coming soon)

  This feature will allow users to incorporate elements of both quoted and actual time and costs within the same invoice.

• Accrual Management (Coming soon)

  The Accruals functionality will integrate with Xero to automatically export regular accrual journals to your financial system.

• Revenue Forecasting (Coming soon)

  The Advanced Plan will incorporate a revenue forecasting feature which will enable the monitoring and prediction of invoicing in the months ahead.

• Single Sign-On (Coming soon)

  Sign in once to access multiple systems, including .

For more information on the Advanced Plan, speak to a member of our team.