Bank reconciliation: Your bank statements and credit card payments can be imported and categorised automatically.
Invoicing: Get better control over income and revenue by scheduling your accounts receivable. Create and send professional invoices automatically, and get paid online. Payments, returns and credits are tracked automatically.
Max Solutions' Workflowmax
Workflowmax is easy to use online job, time, and invoice management software which is also making a huge impact in overseas markets. Workflowmax can readily be integrated with Xero and online payroll and other support systems, thereby creating a seamless end-to-end business solution.
Workflowmax is ideal for all small to medium service businesses, and will save you time each day, and provide an easy to understand view of your business.
Timesheets: Flexible time entry means there is an input method to suit everyone. Just use daily or weekly time sheets, a mobile device or whatever to input your time entries
Job Tracking: Gives you maximum visibility on your jobs. You know who is working on what, where and when, and how long it has taken.
Project management, purchase orders and reporting: Graphical scheduling improves understanding, and facilitates updating of job, task and milestone deadlines. All purchase orders are tied to a job, and they are all tracked and subsequently invoiced. The inbuilt Report Builder Tool creates informative reports for each project.
Quotations and invoices: Creates professional looking quotations and invoices.
Collaboration: Workflowmax facilitates project-related information sharing between your staff members, and with your customers.
Article contributed by the Chamber of Commerce UFB Business Strategy Group. To suggest initiatives which you believe should be considered for inclusion in the group's Strategic Plan, or to contact the group, drop an email to john.patty@xtra.co.nz
