New Upgrades to WorkflowMax

Jul 07, 2016

At Tropical Business Solutions we work very closely with WorkflowMax, both for ourselves & for our clients. Because of that we are glad to see the platform getting continually upgraded from feedback from users of the system. (A sign of great a great software team!)

In the latest upgrade, small but very effective changes have been implemented. Further enhancements also look to be implemented very soon, at which time we will update here.

Update notes from the WorkflowMax Team;

A small but significant improvement has been made on the Job and Client screens - when a new invoice or other financial document (from the Job’s Financial Tab) is created, the user will be directed back to the Job or Client in question.

Invoice_-_time_and_cost_invoice_column.png

On the Job’s Costs and Timesheets Tabs, you can now see at a glance which items have been invoiced (Actuals only), and jump to the Invoice immediately.

WorkflowMax-Final-Invoice-Rename.png

Some areas of WorkflowMax had inconsistent wording that we’ve updated. Text that used to be called “Invoice” has been renamed “Final Invoice” to make it clearer what this refers to. We’ve also renamed the “Items” setting under Business > Settings and the “Items” heading to “Costs” to keep consistency with the rest of the application.

In Report Builder, we’ve added the ability to display and filter by the invoices’ billing type - Actuals, Quoted or Misc. Currently in WorkflowMax, invoices can be created as quoted or actual time and costs, but there isn’t an easy way to differentiate between the different billing types. In the next release we will include a visible indication of this on the invoice tables to make managing invoicing discrepancies easier.

Finally as a small tweak, we’ve updated the invoice tables in the Invoice Manager and the Client Page to display the newest invoices first instead of last, so you will no longer need to jump to the last page to see that invoice you just created. This will change the default sort order and future work will be done to remember your sort preference.

Want to know more?

If you'd like to know more about WorkflowMax or how Tropical Business Solutions can help with WorkflowMax (Or anything IT, Admin or Communications related in your business) contact us on 08 8922 0000.



Category: Technology

Daniel Ladlow

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Director at Tropical Business Solutions