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I feel like we have a world-class ERP system for a fraction of the costs. Got questions? We have answers! When I approve an invoice in WorkflowMax does it appear as a draft or an approved invoice in Xero?

Whichever you prefer. You can choose whether you would like to see it as a draft or approved invoice. Can I predetermine which Xero sales or cost of sales account my invoices get coded to? Yes you can, and you can map your codes at the generic, job category or individual task and cost level. So you have maximum flexibility as to how you pre-code your invoices as they arrive in Xero. I did some work for a client but won't charge them for it.

Can I show a zero value against this task line? Yes you can - just tick the box in the Xero integration screen that says ' Show tasks with zero value? Do I send invoices to my clients from WorkflowMax or Xero? Again you have the choice. WorkflowMax offers you more flexibility about how invoices can be presented to clients.

For example WorkflowMax can display full time sheet detail, amongst other things. If you choose to send the Xero version of the same invoice, you can take advantage of Xero's online payments and auto- reminder functionality.

Additional features. Grow your customers. Lead manager Track your leads, proposals and sales projections all in one place. Learn more. Client manager Manage your client relationships and store information about them in one place. Quoting Send professionally branded, highly customised quotes in minutes. Build better efficiency. Job, task and staff management View and manage all aspects of all jobs from one place.

Time tracking Track and report on every minute of every day, for every staff member throughout the year. Choose from six different ways to enter timesheets. Collaboration manager Send emails and attachments directly to a job or quote so everyone can collaborate. Redesigned navigation header in Xero to make it easier to find your way around.

Xero for mobile — Include file attachments when sending invoices on your mobile device. Xero for Android — Create an invoice, quote or receipt by pressing firmly on the app from your mobile Home screen. View your bank account balances on the Dashboard so you can reconcile faster. Partner report templates — We've added new report codes and a new Prepared Financial Statements report template for our US partners. Connect your organisation to the ATO to access and lodge your activity statements, without leaving Xero.

We'll be progressively rolling out this feature to all Australian edition users. You can now add an allowance type to a pay item in payroll so Xero can group allowances when you report them to the ATO. You can now display formula columns as percentages in the new financial reports. You can now reactivate a cancelled organisation by logging in to Xero. You'll need to be the subscriber of the organisation to reactivate it. Multicurrency columns added to the account transactions report.

The account transactions report now has a running balance column. You can see connected app recommendations in Xero. If your organisation has Xero Projects enabled, add project time into your own or your employee's payroll timesheets AU. With Xero Projects, you can now assign a customer credit note line item to a project.

Practice and non-practice clients are listed separately in Xero HQ. Private use and multiple depreciation settings available for fixed assets NZ. You can now create draft invoices from your Xero Projects mobile app. Payslips sent to employees through Xero are now password protected UK. Add an alternative email address as an additional recovery method for two-step authentication. Add a percentage of sales column to the Profit and Loss or Income Statement. Xero's integration with Hubdoc lets you collect, store, categorise, digitise and record a wide variety of financial documents automatically.

Print invoices on Xero for Android. Record payments of a bill on Xero for Android. Xero launches a new Expenses feature. Xero Projects launches the Staff time overview and the Detailed Time report. You can use a Xero pay item to deduct money from an employee's pay to comply with a court-ordered garnishment US. There are now three example projects in the demo company. Record payments of a bill on Xero for iOS.

Share files directly from your file storage apps on Xero for iOS. Mark a quote as accepted or declined on Xero for mobile. Mark or unmark quotes as invoiced on Xero for mobile. There's a new process for setting up direct deposit in payroll US. Edit contact details from within an invoice or quote in Xero for iOS. You can now copy or delete a project.

There's now a more streamlined process for setting up contractors in payroll NZ. View unpaid bills on the Purchases tab in Xero for mobile. View attachments on bills in Xero for mobile. Make a copy of a quote in Xero for mobile. Share invoices using your preferred messaging or email app in Xero for mobile.

Edit contact details from within an invoice or quote in Xero for Android. Make a copy of an invoice or quote in Xero for iOS. Apply organisation default tax type to invoices or quotes in Xero for iOS. Enable 2FA for your favorite sites. Go beyond the password and protect yourself from hackers and account takeovers. Download our free app and follow our guides:. Top Rated Authenticator App Simple to setup, secure cloud backup, multi device support.

App Features. Authy vs. Enter a time duration You can also enter the total hours worked, as in 2 hours and 35 minutes. Use the daily or weekly timesheet input option Enter time as you go.

Track on the go Enter your time from anywhere, anytime, with the WorkflowMax mobile app. Timesheet notes Don't just record the amount of time. Timesheet rounding Choose a timesheet rounding option eg 5, 6, 10 or 15 minutes to eliminate otherwise unavoidable decimal rounding errors on invoices or to optimise billable value. Let admin do it! Find out where your non-billable time is going Track both billable time and unproductive time too. Pricing from.

Get started. WorkflowMax pricing See the range of scalable plans to suit you and your business. Experience all the benefits of an enterprise-grade system without having to pay thousands of dollars. Six reasons you'll love WorkflowMax time tracking. Keep a close eye on your business Better understand staff productivity by seeing who has been working on each job, how long it has taken them and how that compares to estimates and budgets.

Complete the picture Get the real picture of how well your business is running. Enter time from anywhere You and your staff can enter timesheets from anywhere using the WorkflowMax app. From timesheet to pay run Design, build, save and then run a timesheet report that gives you the input data you need to correctly process your pay runs.

Never underquote again Accurate time tracking gives you accurate data so you can identify where you've previously deviated from your budget. Enjoy 14 days free when you sign up today! How we helped. Got questions? We have answers! We sure do! For Android, please ensure you have Android 4.

You sure can. Easily save a draft time entry and pick up where you left off. I want to know what my team have been up to. You can build a time report which will show you the time submitted for a period.

Find out more in this min video , or contact us for help. Do you have any tips? Luckily we have some great tips and tricks to help you out in this blog post.