Reference library

WorkflowMAX Advanced

• About WorkflowMAX Advanced

Comments, documents and notes

• About documents, notes and comments

• Comments
• Document management
• Notes

Conventions, symbols and terms

• Conventions and symbols in WorkflowMAX
• Glossary of WorkflowMAX terms

Financial

• Budget Fields
• Currency in WorkflowMAX
• Fixed price quoting and invoicing
• Interim payments
• Markup
• Reset tax rates

• Base rates and billing rates
• CIS and DRC (UK only)
• Discounts
• Historic billing rates

Merge field reference

• About merge field reference

Numbering of Jobs, Quotes, Invoices and Purchase Orders

• About numbering of jobs, quotes, invoices and purchase orders

Partners

• About partners
• Invite an advisor

Release notes

• Release notes

Settings

• About settings

• General settings
• Feature settings
• Notifications settings
• Integrations (settings)

WorkflowMAX Premium

• Jobs Kanban Board
• About WorkflowMAX Premium
• Capacity and productivity reporting
• Client groups
• Create a client relationship
• Import invoices from Xero