Get updates in real time about what features are landing, when...updated October 2024

• Advanced filter views - Q1 2025

• Login
• Registration
• Forgot password
• Multi-factor authentication 
  

• 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):
  • Costs
• Data export (via support ticket)
• Notifications - Standard (7x)
• Notifications - Custom
  • New job
  • New lead
  • Job status change

• Notifications (Custom) - November 2024
  • Estimated vs Actual time
  • Milestones
•  Data import (create) - Q4 2024
  • Client/Supplier Contacts
  • Leads
  • Timesheets
• Data export - Q4 2024

• 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

• Job deadline report  - December 2024
• Job status report - December 2024
• Staff allocation report - December 2024

• Purchase order
• Invoice
• Invoice Statement
• Job brief
• Quote
• Ability to export as Word

• 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)

• All existing user privileges
• Ability to invite certified advisors/implementation partners into your account

• My Productivity Summary
• My Tasks
• Quote History
• My Jobs
• Aged WIP
• Aged Debtors
• My Quotes
• Job Manager - Progress
• Enter a cost from dashboard

• All existing functionality

• Pause timesheets (duration mode only)* - H1 2025

• All existing functionality
• Ability to search/filter results

• All existing functionality
• Ability to associate one contact with multiple clients
  

• All existing functionality

• All existing functionality

• All existing functionality
• Ability to use custom fields on a quote
• Ability to mark tasks as optional on a quote

• Improvements to invoicing process including variations - H1 2025

• All existing functionality excluding job/staff schedule
• Consolidated task list (Jobs > Tasks) 

• Job/staff schedule - December 2024

• All existing functionality excluding time credits
• Enter a time credit
  

• Ability to enter a weekly timesheet when using start/stop mode* - Q1 2025
  
• Ability to populate custom fields in weekly timesheet - Q1 2025

• All existing functionality

• All existing functionality
• View WIP at a certain date
  

• All existing functionality Ability to track receipts and bills separately (improved workflow)

• Upload documents to a PO* - Q4 2024

• 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
• Export as PDF

• Productivity Report
  
• KPI Dashboard
• Productivity Dashboard
• Write On/Off
• Hours Analysis Report
• Aged WIP Report
• Job Cost Report
• Lost Earnings Report
• Non-Invoiced Time Report
• WIP Control Report
• Staff Time Write-Up Report

• 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
• 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

• Purchase receipt - Q4 2024
• Purchase receipt item - Q4 2024

Ability to edit existing filter criteria whilst viewing a custom report - Q4 2024

• 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
  

• 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 - Q4 2024

• Create developer application
• Vend Client ID & Secret
• OAuth 2.0 code flow to authorise account access

• API V1 available to support existing integrations

• API V2 with extended/updated endpoints* - Q4 2024/Q1 2025
• Webhook notifications - Q1 2025

• Refer to migrate guide for what data is migrated

• All functionality
  

• All functionality

• Not yet available
• All functionality

• Released in beta

• All functionality excluding timesheet export and invoice import
• Premium: Import invoices 
  
• Export timesheets to Payroll (AU)
  

• Initial contact sync - Q4 2024
• Export timesheets to payroll (UK, NZ)* - Q4 2024

• Released in beta