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Set up WorkflowMax for your free trial

Set up WorkflowMax for your free trial

Prepare your WorkflowMax account to support your free-trial evaluation of the software.

About this Course

This course covers the most important steps you need to take to get your WorkflowMax account set up correctly for your free trial. 

 

Setting up staff, tasks, and costs

  

In the first module you'll learn about:

  • Important financial settings to control your labour costs and invoicing rates
  • Organisation settings
  • Adding staff to your organisation, and
  • Setting up tasks and costs in your database - ready to add to your jobs

Xero integration

The second module shows you how to:

  • Set up the integration between your WorkflowMax and your Xero account
  • Make use of the three-levels of the Xero integration for reporting and controlling cost allocation

Add clients, add a job, and record time

 

The third module shows you how to:

  • Add a new client
  • Create a job
  • Create a quote, and
  • Enter time 

These three modules will get you started with the basic setup of your WorkflowMax account.

 

What next?

 

You can go on to complete the WorkflowMax User Course, for role-based training that will take your WorkflowMax knowledge and skills to the next level.

 

Course contents

  • What you will get from this course
  • In this course
  • Working through the course
  • Setting up staff, tasks, and costs
  • Important setup information
  • Adding Staff
  • Adding tasks to the Organisation
  • Adding a cost to database
  • Xero integration
  • Setting up Xero integration
  • Xero integration hierarchy
  • Add clients, add a job, and record time
  • Add a new client
  • Detailed job
  • New quote
  • Entering time
  • Importing
  • What next?
  • Getting the most out of WorkflowMax

About this Course

This course covers the most important steps you need to take to get your WorkflowMax account set up correctly for your free trial. 

 

Setting up staff, tasks, and costs

  

In the first module you'll learn about:

  • Important financial settings to control your labour costs and invoicing rates
  • Organisation settings
  • Adding staff to your organisation, and
  • Setting up tasks and costs in your database - ready to add to your jobs

Xero integration

The second module shows you how to:

  • Set up the integration between your WorkflowMax and your Xero account
  • Make use of the three-levels of the Xero integration for reporting and controlling cost allocation

Add clients, add a job, and record time

 

The third module shows you how to:

  • Add a new client
  • Create a job
  • Create a quote, and
  • Enter time 

These three modules will get you started with the basic setup of your WorkflowMax account.

 

What next?

 

You can go on to complete the WorkflowMax User Course, for role-based training that will take your WorkflowMax knowledge and skills to the next level.

 

Course contents

  • What you will get from this course
  • In this course
  • Working through the course
  • Setting up staff, tasks, and costs
  • Important setup information
  • Adding Staff
  • Adding tasks to the Organisation
  • Adding a cost to database
  • Xero integration
  • Setting up Xero integration
  • Xero integration hierarchy
  • Add clients, add a job, and record time
  • Add a new client
  • Detailed job
  • New quote
  • Entering time
  • Importing
  • What next?
  • Getting the most out of WorkflowMax

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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