Using WorkflowMax in your practice? Here are our tips on using it better! We cover basic setup and also custom setup.

We walk you through some of our top tips for setting up and using WorkflowMAX. If you are using Xero in your practice then this is a must-see webinar! We will cover both the basic and custom setup.

To get the most out of WorkFlowMax you should invest some time in setting it up properly. This is an interactive workshop that is limited to 30 participants. This is going to be fun as you can share your screen and scream your questions at Neha :)

Course Curriculum

• WORKSHOP - Setting Up WorkFlowMax Webinar

Resources:

• Presentation file
• Tasks & Templates - Best Practice Examples file

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.