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How to Bulk Edit Timesheet notes in WorkflowMax Invoices
This is how to easily edit your timesheet notes in a draft WorkflowMax invoice, without exporting to MS Word.
Custom Fields on Xero Invoices
Custom fields are not a feature of Xero invoices but there is a work around. It is possible to enter custom information directly from within a Xero invoice.
Xero Tips and Tricks: 9 Underutilised Xero Hacks
Some features of Xero that are often overlooked are sometimes the greatest value in reducing wasted time, stress and errors. Here’s my list. 1. Using Multiple Tabs This in not…
Tips for Advanced Invoice and other Document Templates
Here are my top troubleshooting tips for common issues with Advanced Invoice Templates in Xero. Inlcudes Invoice / Quote / Statement / Packing Slip / Credit Notes. Use a Table Format for the…
Printing Timesheets on WorkflowMax Invoices
How timesheets can be printed onto WorkflowMax invoices for easy bulk editing, how to control what printed on Custom Print Templates in WorkflowMax, and how to set up the integration to bring…