WorkflowMax - Katalyst Cloud & Business Services, specialists in Xero and WorkflowMax
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Other Notes Failed Exports It is ok to delete staff who have left.  Their data will remain in the system.  We can ask WorkflowMax to show all deleted staff on all reports. To add or remove staff, go to Business, Settings, Staff. Leave

WorkflowMax Custom Report Builder

Instructions to build specific reports follow in the Month-end Report section. On the green bar, click Reports, then Report Builder.  If you can’t see this, please ask your system administrator to alter your staff privileges. Report Builder Tabs In the Report Builder, you will see three tabs: My Reports tab – the report ‘runner’ – …

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WorkflowMax Standard Pre-built Reports

For standard reports in WorkflowMax, on the green bar, click Reports, All Reports.  If you can’t see this, please ask your system administrator to alter your staff privileges. Staff Settings to enable access to the Report Builder Business, Settings, Staff.  Click your name to open, in the Financial Privileges section, next to Financial Reports tick …

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Suppliers

Go to Business, Suppliers. Suppliers are used for purchase orders.  But can also be used for staff reimbursements – you can setup staff as suppliers so they are paid for expenses they have paid privately. How to create a new supplier Suppliers are used when we are charging clients for a direct cost, rather than …

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Clients, Contacts & Prospects

Clients, Prospects, Contacts and Suppliers On the green bar click Business then Clients.  Click the Contacts tab for Contacts.  For prospects, click on the drop down next to All Clients and select Prospects.  From the same drop down you can find Archived clients. A client is the entity you are billing, or who you are …

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The Day to Day use of Leads

Go to Business and Leads – this will take you to the Leads Dashboard. Click on the “My” tab, or “My Leads”, or if you are the only one using the Leads Module, click the “All” tab. You should end up with something that looks like the following: You can see that the ABC Architects …

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