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?