Reference library

Comments, documents and notes

• About comments, documents and notes

• Comments
• Document management
• Notes

Conventions, symbols and terms

• Conventions and symbols in WorkflowMax
• Glossary of WorkflowMax terms

Financial

• Currency in WorkflowMax
• Fixed price quoting and invoicing
• Interim payments
• Markup
• Task invoice rate

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

General settings

• About general settings

• General settings (Organisation section)
• General settings (Features section)
• General settings (Connections section)

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
• Add new subscriptions (WorkflowMax advisors only)
• Invite an advisor

Release notes

• Release notes summary
• New data fields in the Invoice custom print template

WorkflowMax Premium

• About WorkflowMax Premium
• Capacity and productivity reporting
• Client groups
• Create a client relationship
• Import invoices from Xero
• Import staff

• Ad hoc jobs

Xero Projects and WorkflowMax compared

• Xero projects and WorkflowMax compared