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We like WorkflowMax for it’s ability to manage jobs for small to medium size businesses from many industries. It can be used in varying levels of complexity to get the desired solution for each customer. The tie-in of timesheet data to jobs and payroll mean that billable hours are not missed. The ability to add costs to jobs and even attribute Purchase Orders to jobs also means disbursements get billed to clients in a tightly controlled manner.
The reporting is clear, accurate and complete. Our favourite report is the Estimated Billings – this shows what is left on the table, yet to be billed to clients. By ensuring this report is cleared each month, customers have the confidence that all hours and disbursements have been on-charged.
WorkflowMax is a Xero company, thus integration to Xero is perfect.