WorkflowMax and Xero Month-end Process


Step by step instructions to ensure all time and costs are billed at month-end and that WorkflowMax and Xero match.

From pre-invoicing to post-statements.

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This is a month-end process, with full instructions of how to use and build custom reports in WorkflowMax to ensure all time is billed, all costs are right for reporting purposes and that you ensure WorkflowMax and Xero match.

You can work through it each month – it is laid out in order from pre-invoicing, to post statements.


Pre Invoicing Checks
Minor Maintenance
Check Time Sheets
Check Cost Items

Post-Invoicing, Pre-Statements
Check Invoices
Work In Progress
Check Credits
Check Aged Receivables
WorkflowMax Invoices report
Xero Invoices List
Check Jobs
Lock Dates

WorkflowMax WIP Control Report
WorkflowMax Monthly Job Profit Report
Xero Budget Manager
Xero Profit and Loss

Reporting General Notes
Standard Reports
WorkflowMax Report Builder
Xero Reporting

You will be free to download updated versions as you wish.

If you would like to book a session with us to go through this in person, then we can offer this at a reduced rate.


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