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Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
Simplify job cost management with our intuitive purchase order system. Automate bill transfers to Xero or QuickBooks and say goodbye to redundant tasks. Harness unparalleled oversight over your business expenses.
Users worldwide trust WorkflowMAX to track and manage their jobs.
WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.
Spend less time on admin work, more on valuable client work.
We moved back and the team actually loves using it—billing is faster and we can see margins live.
Principal, Surveying & Engineering Firm
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.
WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.
Still have questions?
Subcontractor and third-party costs are a major component of project margins. Purchase orders formalise these commitments at the job level, so you have visibility of committed costs before they're incurred. Combined with time costs and quoted budgets, POs complete the financial picture for every job.
Yes. WorkflowMAX gives you the option to track goods received and supplier bills as separate steps, or you can simply record bills directly against a PO if that suits your workflow. The two-step approach is useful when goods arrive before the supplier invoice, giving you accurate cost visibility on the job earlier.
Purchase orders themselves don't sync they're commitments, not financial transactions. When you receipt a PO and record the supplier's bill, the cost entry flows to Xero or QuickBooks as an accounts payable item. This keeps your accounting ledger clean with only confirmed transactions.
Yes. Custom print templates let you design POs with your logo, layout, and branding. You can also configure default numbering prefixes and sequences to match your existing document conventions.
Yes. Create POs and bills in any currency, and WorkflowMAX handles conversions automatically. Useful for firms engaging overseas suppliers or subcontractors.
Yes. Instead of deleting and re-creating, revise an existing PO edit the details and reissue. Any bills or stock receipts from the original are moved to the revised version. You can also mark a PO as received, fully billed, or completed to close it in a single step.
Create purchase orders against jobs to formalise supplier commitments. Each PO tracks items, quantities, and amounts, linked directly to the job. When you receipt the PO based on the supplier's invoice, the cost entry flows through to job costing and, if integrated, to Xero or QuickBooks as an accounts payable item.
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