The new iOS WorkflowMax app is out

View job information using the WorkflowMax app
Have you been waiting for a better mobile app for WorkflowMax? The wait is over – you can now download the WorkflowMax app for free from the apple store.

You can now access more information about the job, straight from the WorkflowMax app. You can view milestones, view and add tasks and add task to dos. You can view more client information, such as client address, contacts and contact details. You can press phone numbers to call, email and link to clients websites.

Entering time and cost items using the new WorkflowMax iOS app

Enter and edit time using the WorkflowMax app
The app works in a similar way to the timer in the new user interface in WorkflowMax. You can enter the start and end time or time duration as per your company settings, or you can now also use the start/stop feature. Time can now be edited and discarded within the app.

You can add cost items, but the app does’t search the cost items table, so added costs may need to be edited later in the browser version. If you are entering costs on the fly like this, it will not pull the correct accounting coding. Contact us if you need assistance with GL coding from WorkflowMax to your accounting software.

Job notes and documents in the new WorkflowMax app

You can view existing job documents, but you currently aren’t able to add them via the app. If you have Box, Dropbox or Drive enabled within WorkflowMax, you may be able to add documents via their apps. Contact us if you would like to discuss document add-ons for your business.

Custom fields on the new WorkflowMax app

Unfortunately, you can’t view custom fields on the app, so if you have site address for your mobile staff, you would be best add this in the notes tab.

Portal for switching between WorkflowMax accounts

If you are a practice user, or WorkflowMax advisor, you can now switch accounts, simply click the hamburger icon on the green band:
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Android version of the new WorkflowMax app

There is no android app at this stage. However, you can access the mobile site via your phone, enter http://www.workflowmax.com/ into your browser. You can save this as shortcut on your phone, so it appears like an app.

WorkflowMax New User Interface

How to determine which WorkflowMax user interface you are on: or the new: f you have an option called Dashboard on your green banner, you are on the new user interface. If you have the option called MyMax, you are on the older user interface. Call us if you want to discuss if you should upgrade.

Mobile access to the standard browser version of WorkflowMax

When using mobile devices, if you would prefer to access the full browser version, rather than the mobile site, enter https://my.workflowmax.com into your browser.

Easily create a WorkflowMax Pie Chart about Staff Time by Job Category using the Report Builder


WorkflowMax pie charts are excellent to quickly and easily display groups of data. Our cheat sheet will show you how to build yourself a pie chart showing all staff time by job category.

How to use Job Categories in WorkflowMax


Job Categories in WorkflowMax are an integral feature – they are used for filtering and reporting. You can customise the job categories to suit your business – split by client type, by region, or by type of work, or simply as non-chargeable vs chargeable – it’s your choice.

If you aren’t sure about how to setup job categories, or what might suit your business, please call and ask for Glennis.

Using the Report Builder to create a WorkflowMax Pie Chart


You can build this very simple pie chart using your WorkflowMax report builder.

For this example, we took all staff actual time for October from our demo system, and simply split it by job categories.

To build this yourself – go to Reports, Report Builder. Select the Report Builder tab, then from the drop down select the ‘Time’ Report Type, then in the Create drop down, select ‘Create Pie Chart’.

Always use a descriptive name, so you know later what you created it for. In this case, I named mine “Category Pie Chart – Staff Time for a period”.

In section 2, select [Job] Category and [Task] Actual Time fields.

In section 3, use the filter of [Time] Date {is on or after} {Custom}, then [Time] Date {is on or before} {Custom}.

In section 4, select the people who you want to see this report, and in the options at the bottom, select ‘Staff {can change all the} criteria for this report’. This means they can enter a custom date range when running the report. From Save drop down, select Save and Preview.

To run WorkflowMax Pie Chart report so you can enter the criteria dates, go to Reports, Report Builder, then on the My Reports tab, select your report. You can then enter the to and from dates as you wish, by clicking the Show Criteria button on the right, as below.

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If you would like some assistance with this, please call us, or click to go to the WorkflowMax Report Builder Tutorial.

Pure SEO Won The Tech Award at the AUT Excellence in Business Support Awards last night. Well done team Pure!

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Well done to Xero, the new points based, practical, certification process is excellent – what used to be a one size fits all multi-choice test, is now much more targeted and in a much better format. I can actually see new bookkeepers to Xero getting a lot out of it, as well as some old hands…

By the way, I got 100% on my first one!

XU Credits Big

Our good friends at UHY Haines Norton, have shared the new Director requirements with us. Please have a read and let your accountant know if this might affect you.

Directors of all New Zealand companies should be mindful of requirements coming into affect from 28th October 2015. Click here to view the new rules.

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Lisa East, one our of marketing clients, has had an appearance on the WorkflowMax Blog.

Check out her WorkflowMax case study here.

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You will see her work throughout our Katalyst and Cloud Office sites.

Screen Shot 2015-10-08 at 1.56.31 pmAround the office, we call him “Campbell the Axeman”, you might know him as Cam from The Go 2 Guys – one of Auckland’s top mortgage brokers – whatever you call him, he is one of our favourite clients.

Campbell recently took part in the latest ad for Burger Fuel – check it out:

We have been waiting (un)patiently, and are now finally rewarded with the new timer for the new user interface in WorkflowMax.

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If you have a rather plain, green banner, on your WorkflowMax, you are probably on the new user interface. A couple of improvements over the old timer in the original user interface:

  • Draft time – where you can save the timesheet as a draft if the job isn’t yet created.  This saves only for the day.
  • Start first, then enter the job and task
  • Search for client, job or task

If we have you still on the original user interface (you will have an Admin tab, rather than Business tab), then it might now be time to change, but call us first to discuss the differences.

See more via the WorkflowMax Release Blog.

Here is a great piece of work from one of our favourites – Debtor Daddy:

Debtor Daddy’s field guide for getting paid & boosting your cashflow.

Download a poster version for your wall:
DebtorDaddy_infographic_print

Debtor-Daddy-Field-Guide