Turbocharge your business with Xero

Whichever you prefer. You can choose whether you would like to see it as a draft or approved invoice.

Yes you can, and you can map your codes at the generic, job category or individual task and cost level.

Yes you can. Just tick the box in the Xero integration screen that says 'Show tasks with zero value?'.

Yes you can. You can specify the invoice numbering prefix (for example INV- or I-) invoice 'Next number' in both Xero and WorkflowMax by BlueRock, and then choose which of these two sequences you want to use for your actual invoices.

You have the choice. WorkflowMax by BlueRock offers you more flexibility about how invoices can be presented to clients. For example WorkflowMax by BlueRock can display full timesheet detail, amongst other things. If you choose to send the Xero version of the same invoice, you can take advantage of Xero's online payments and auto-reminder functionality.

Purchase orders are simply requests to purchase something. The actual financial transaction doesn't happen until you receipt in the purchase order using the information on the supplier's invoice. At that time WorkflowMax by BlueRock will push the supplier invoice into Xero as a bill payable.