Maximising using WorkflowMax

Maximising using WorkflowMax

Part two of the Getting Started series

About this course

This is the 'gold' we promised!

Getting Results

  • Financial Summary Report

Xero Integration

  • Setting up Xero Integration
  • Understanding the three levels of integration

Customising WorkflowMax

  • Emailing in and out of WorkflowMax
  • Custom options

What next?

When you have finished the course, you can:

  • continue learning about WorkflowMax by watching more video tutorials in WorkflowMax TV, and
  • set up your organisation, staff, clients and jobs.

Course contents

  • What you will get from this course
  • In this course
  • Working through the course
  • Getting results
  • Financial Summary Report
  • Xero Integration
  • Setting up Xero Integration
  • Understand the three levels of integration with Xero
  • Customising WorkflowMax
  • Emailing in and out of WorkflowMax
  • Custom options
  • What next?

About this course

This is the 'gold' we promised!

Getting Results

  • Financial Summary Report

Xero Integration

  • Setting up Xero Integration
  • Understanding the three levels of integration

Customising WorkflowMax

  • Emailing in and out of WorkflowMax
  • Custom options

What next?

When you have finished the course, you can:

  • continue learning about WorkflowMax by watching more video tutorials in WorkflowMax TV, and
  • set up your organisation, staff, clients and jobs.

Course contents

  • What you will get from this course
  • In this course
  • Working through the course
  • Getting results
  • Financial Summary Report
  • Xero Integration
  • Setting up Xero Integration
  • Understand the three levels of integration with Xero
  • Customising WorkflowMax
  • Emailing in and out of WorkflowMax
  • Custom options
  • What next?

Accessing Your Data

When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.

As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.

You can contact us at any time to:

If you have any questions about our collection and storage of data in SkillJar, please contact us at support@workflowmax.com.

As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.

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