WorkflowMax- Reporting and Integration to Xero

Equation knows lots of the hidden shortcuts across every area of WorkflowMax software features; from communications and timesheets to job, client and financial management.

Course Information

What will I/we learn?
  • Create your own custom reports through the report builder from tables, pie graphs, Bar charts and monthly summaries.
  • Understand how your WFM links to Xero and what to watch out for.
  • Best month end practices
Who should attend?
  • Accountants
  • Administrators
  • Business owners
Why come along?
  • To open up a new world of reporting flexibility
  • To give you a solid understanding of the Xero and WFM integration and gain troubleshooting tips
What shall I bring?
  • Yourself

Course Details


Through Zoom




1 1/4 Hours

We are proud to offer one free seat to a Not For Profit organisation for every group course that we run. Register for your seat here.

We're proud to be Xero Platinum Partners.

Xero Platinum Partner

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