Reference library
Detailed reference and support information about WorkflowMax. Click an article or drill down on a sub-section (>) for further details.
Comments, documents and notes
Conventions, symbols and terms
Financial
General settings
Merge field reference
Numbering of Jobs, Quotes, Invoices and Purchase Orders
Partners
Release notes
WorkflowMax Premium
- About WorkflowMax Premium
- Capacity and productivity reporting
- Client groups
- Create a client relationship
- Import invoices from Xero
- Import staff