WorkFlowMax complete project management software course
What you'll learn
- You will learn how to manage the project management on workflowmax
- You will learn how to send leads, quotes, invoices and integrate to Xero
- You will learn how to understand the profitability better while managing a project
- You will learn business analysis for project management in workflowmax
Do you need to track multiple projects, track costs and allocate tasks easily?
Do you need to send the sales invoices and purchases directly to your accounting software?
Then a project management online software WorkFlowmax could be a solution for you!
No more double work to raise invoices on Xero. As it is directly integrated.
Track costs and profit per project at any stage. The financial summary shows in detail all that you need to know.
In this course, you will learn step by step a complete project management WorkFlowmax.
Online project management is made easy.
Run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing, and reporting. Enjoy greater visibility over your people and your profit.
Upon completion of the course, you will become confident in using WorkflowMax for the projects.
Here are the topics covered:
Overview of navigation and explanation of how to use and where to find elements;
General settings with explanation what each section means, later we go through more in details through each of those;
Contact and how to add the types of contacts;
How to set up a team and allocate billable/base rates, as well as access of the users to the WorkflowMax setup;
We try adding the job categories and I will go through job settings. I will also show you how to make job status for each project. Other helpful tools are job template (essential for regular projects), milestones set up, and tasks for the streamlined process;
You will learn step by step how to set up prospective client, add a lead;
We cover custom fields and many more additional features;
Integration with Xero is covered in a lecture on featured;
Learning how to add a new quote from zero to hero;
What if you need just an estimate and not a quote, we go through the process for estimates;
Who this course is for:
- Anyone who is working with project management
- Would like to work in project management
- Bookkeeper or accountant
- Xero accountant
Maria is a Tax Specialist for an international British-Swiss commodity trading company, with over 15 years of experience in the finance field in various roles (including working at the Chamberlains City of London office, Growth Accelerator advisor, owning a business).
Xero Advisor and Xero partner.
Association of Chartered Certified Accountants - member (UK).
ACCA advocate, speaking at the events on behalf of ACCA.
Masters in Finance and Accounting, University of Westminster, UK, grade - 2.1, thesis "Signaling approach to predicting the banking crisis"
Masters in Business Administration, University of Lincoln, UK, grade - distinction. Thesis: "Evaluation of intangible assets, new approach"
"I want to learn more with them and I recommend this training to anyone who wants to learn more about Bookkeeping it was a great course for me and I enjoyed it very much."
"Now I have passed my level 2 AAT course and got my Xero training with great trainer. I am ready for my new career. Would train another course with them."
"I have achieved a great experience."
"Thank you Maria for this opportunity."