Bills - Send to WFM to add to assign to job
As we have to load bills into Xero to reconcile, (and I use hubDoc to do this now) it would be great if we had the option to send certain bills to Workflow Max to assign them to a job and include them on a client invoice. This would top off this suite of programs for me!
Grace Henty
shared this idea
Xero is retiring its WorkflowMax product on 26 June 2024 and has entered into an agreement with tech-led business advisory firm, BlueRock, who are acquiring the brand. As part of this, they have commenced plans to offer a new product. BlueRock’s intent is that their new WorkflowMax product, WorkflowMax by BlueRock will be available to customers in early 2024. You can read more on the blog and on the WorkflowMax website.
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Grace Henty
commented
I use hubdoc and it allows me to easily attach an invoice to a reconcile line. It has the ability to assign expenses to a customer. I also use Workflow max which links my sent invoices to Xero. Both are very handy tools.
The next step for me would be to see Workflow max jobs on the 'assign expenses to customer' line at reconciliation time (would have to also appear in hubdoc to be useful). Or have a way to import expenses into Workflow max jobs.