| General |
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- Advanced filter views - Q1 2025
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| Login & Registration |
- Login
- Registration
- Forgot password
- Multi-factor authentication
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| Settings |
- Organisation
- Client
- Job
- Lead
- Task
- Cost
- Staff
- Capacity
- G/L Accounts
- Collaboration Manager
- Custom Fields
- UK - Domestic Reverse Charge Tax
- Personalisation
- Data import (create):
- Clients
- Suppliers
- Tasks
- Costs
- Jobs
- Job Tasks
- Job Costs
- Custom field data for above objects
- Data import (update):
- Data export (via support ticket)
- Notifications - Standard (7x)
- Notifications - Custom
- New job
- New lead
- Job status change
- Milestones
- Job due date
- Estimated vs Actual time
- Job/Job Task Due Date
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- Data import (create) - Q4 2024
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| Standard print templates |
- Job
- Job brief
- Job activity
- Estimated billings
- Estimated billings by phase (folder)
- Timesheets
- Timesheet summary
- Receivables statement
- System default invoice
- System default quote
- System default purchase order
- Job financial summary
- Ability export as CSV
- Ability to export as Excel file
- Ability to export as PDF
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- Job status report - December 2024
- Staff allocation report - December 2024
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| Custom print templates |
- Purchase order
- Invoice
- Invoice Statement
- Job brief
- Quote
- Ability to export as Word
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| Email |
- Quote
- Invoice
- Invoice statement
- Purchase order
- Ability to email documents that have been stored in WorkflowMax as attachments
- Email client contact from a job
- Email a client contact from a job via local email client (e.g. Outlook)
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| User/privileges |
- All existing user privileges
- Ability to invite certified advisors/implementation partners into your account
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| Dashboard |
- My Productivity Summary
- My Tasks
- Quote History
- My Jobs
- Aged WIP
- Aged Debtors
- My Quotes
- Job Manager - Progress
- Enter a cost from dashboard
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| Timer widget (Menu - top right) |
- All existing functionality
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- Pause timesheets (duration mode only)* - H1 2025
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| Global search (Menu - top right) |
Rolled out to all accounts throughout October 2024:
- All existing functionality
- Ability to search/filter results
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| Clients |
- All existing functionality
- Ability to associate one contact with multiple clients
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| Suppliers |
- All existing functionality
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| Leads |
- All existing functionality
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| Quoting |
- All existing functionality
- Ability to use custom fields on a quote
- Ability to mark tasks as optional on a quote
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- Improvements to invoicing process including variations - H1 2025
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| Job manager |
- All existing functionality excluding job/staff schedule
- Consolidated task list (Jobs > Tasks)
- Job/staff schedule (Beta) - December 2024
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| Timesheets |
- All existing functionality excluding time credits
- Enter a time credit
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- Ability to enter a weekly timesheet when using start/stop mode* - Q1 2025
- Ability to populate custom fields in weekly timesheet - Q1 2025
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| Invoicing |
- All existing functionality
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| WIP ledger |
- All existing functionality
- View WIP at a certain date
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| Purchasing |
- All existing functionality Ability to track receipts and bills separately (improved workflow)
- Upload documents to a PO* - December 2024
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| Standard Reports |
- Aged Balance Report
- Billable Time Report
- Client Billing Report
- Client Revenue Report
- Job Billing Report
- Job Report
- Profit Report
- Staff Billing Report
- Sales Tax Report
- Job Financial Summary Report
- Monthly Job Profit Report
- Client Time Summary Report
- Client Time Detail Report
- Job Time Summary Report
- Job Time Detail Report
- Staff Time Summary Report
- Staff Time Detail Report
- Estimated Billings Report
- Monthly Job Profit Report
- Profit Report
- Job WIP Balances Report
- Write On/Off
- Aged WIP Report
- Non-Invoiced Time Report
- WIP Control Report
- Staff Time Write-Up Report
- Export as PDF
- Hours Analysis Report
- Job Cost Report
- Lost Earnings Report
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New report types - Q4 2024:
- Productivity Report
- KPI Dashboard
- Productivity Dashboard
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| Custom Reports |
Table Report Layout
Report Types:
- Client & Contact
- Client Note
- Current Job
- Custom Client Rates
- Invoice
- Invoice (Cancelled)
- Invoice (Draft)
- Invoice Cost
- Invoice Phase
- Invoice Note
- Invoice Task
- Invoiced Time
- Job
- Job Allocation
- Job Cost
- Job Document
- Job Note
- Job Task
- Job Task Allocation
- Job To-do
- Lead
- Lead Activity
- Lead History
- Milestone
- Payment
- Purchase Order
- Purchase Order Cost
- Purchase Receipt
- Purchase Receipt Item
- Quote
- Quote Cost
- Quote Phase
- Quote Note
- Quote Option
- Quote Task
- Recurring Job
- Supplier & Contact
- Task Admin
- Time
- Time Productivity
- Work In Progress
- Write Offs (Payments)
- WIP ledger
- Export as PDF
- Ability to edit existing filter criteria whilst viewing a custom report - Q4 2024
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Monthly summary report layout - Q1 2025
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| Collaboration Manager |
- Receive emails sent to account address
- Process email as notes and attachments as documents
- Automatically allocate to jobs/quotes
- Manually allocate to jobs/quotes/leads/clients
- Automatically allocate to leads
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| V1 Native Mobile App iPhone/Android |
- Not yet available
- All functionality as per current WorkflowMax by Xero mobile app
- View custom fields
- Sync documents/images with an integrated DMS (Google Drive/Dropbox/Box)
- Edit custom fields
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| Developer Portal |
- Create developer application
- Vend Client ID & Secret
- OAuth 2.0 code flow to authorise account access
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| API |
- API V1 available to support existing integrations
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- API V2 with extended/updated endpoints* - Q4 2024/Q1 2025
- Webhook notifications - Q1 2025
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| Migration tool |
- Refer to migrate guide for what data is migrated
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| DMS - Google Drive |
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| DMS - Dropbox |
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| DMS - Box |
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| DMS - SuiteFiles |
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| Integration - Xero |
- All functionality excluding timesheet export and invoice import
- Premium: Import invoices
- Export timesheets to Payroll (AU)
- Export timesheets to payroll (NZ)*
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- Initial contact sync - Q4 2024
- Export timesheets to payroll (UK)* - Q1 2025
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| Integration - HubSpot |
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