For the most up to date info checkout the new home for our Product Roadmap!
www.workflowmax2.com/roadmap
This live feature release blog will be retired in early 2025 and replaced with monthly release information and the product roadmap.
Below is a list of all features released in 2024
FeatureLive - 2024GeneralLogin & Registration
- Login
- Registration
- Forgot password
- Multi-factor authentication
Settings
- Organisation
- Client
- Job
- Lead
- Task
- Cost
- Staff
- Capacity
- G/L Accounts
- Collaboration Manager
- Custom Fields
- UK - Domestic Reverse Charge Tax
- Personalisation
- Data import (create):
- Clients
- Suppliers
- Tasks
- Costs
- Jobs
- Job Tasks
- Timesheets
- Job Costs
- Leads
- Custom field data for above objects
- Data import (update):
- Costs
- Data export
- Notifications - Standard (7x)
- Notifications - Custom
- New job
- New lead
- Job status change
- Milestones
- Job due date
- Estimated vs Actual time
- Job/Job Task Due Date
Standard print templates
- Job
- Job brief
- Job activity
- Estimated billings
- Estimated billings by phase (folder)
- Job status report
- Staff allocation report
- Timesheets
- Timesheet summary
- Receivables statement
- System default invoice
- System default quote
- System default purchase order
- Job financial summary
- Ability export as CSV
- Ability to export as Excel file
- Ability to export as PDF
Custom print templates
- Purchase order
- Invoice
- Invoice Statement
- Job brief
- Quote
- Ability to export as Word
- Quote
- Invoice
- Invoice statement
- Purchase order
- Ability to email documents that have been stored in WorkflowMAX as attachments
- Email client contact from a job
- Email a client contact from a job via local email client (e.g. Outlook)
User/privileges
- All existing user privileges
- Ability to invite certified advisors/implementation partners into your account
Dashboard
- My Productivity Summary
- My Tasks
- Quote History
- My Jobs
- Aged WIP
- Aged Debtors
- My Quotes
- Job Manager - Progress
- Enter a cost from dashboard
Timer widget (Menu - top right)
- All existing functionality
Global search (Menu - top right)Rolled out to all accounts throughout October 2024:
- All existing functionality
- Ability to search/filter results
Clients
- All existing functionality
- Ability to associate one contact with multiple clients
Suppliers
- All existing functionality
Leads
- All existing functionality
Quoting
- All existing functionality
- Ability to use custom fields on a quote
- Ability to mark tasks as optional on a quote
Job manager
- All existing functionality excluding job/staff schedule
- Consolidated task list (Jobs > Tasks)
- Job/staff schedule (Beta) - December 2024
Timesheets
- All existing functionality excluding time credits
- Enter a time credit
Invoicing
- All existing functionality
WIP ledger
- All existing functionality
- View WIP at a certain date
Purchasing
- All existing functionality Ability to track receipts and bills separately (improved workflow)
- Upload documents to a PO* - December 2024
Standard Reports
- Aged Balance Report
- Billable Time Report
- Client Billing Report
- Client Revenue Report
- Job Billing Report
- Job Report
- Profit Report
- Staff Billing Report
- Sales Tax Report
- Job Financial Summary Report
- Monthly Job Profit Report
- Client Time Summary Report
- Client Time Detail Report
- Job Time Summary Report
- Job Time Detail Report
- Staff Time Summary Report
- Staff Time Detail Report
- Estimated Billings Report
- Monthly Job Profit Report
- Profit Report
- Job WIP Balances Report
- Write On/Off
- Aged WIP Report
- Non-Invoiced Time Report
- WIP Control Report
- Staff Time Write-Up Report
- Export as PDF
- Hours Analysis Report
- Job Cost Report
- Lost Earnings Report
- Productivity Report
- KPI Dashboard
- Productivity Dashboard
Custom ReportsTable Report Layout
Report Types:
- Client & Contact
- Client Note
- Current Job
- Custom Client Rates
- Invoice
- Invoice (Cancelled)
- Invoice (Draft)
- Invoice Cost
- Invoice Phase
- Invoice Note
- Invoice Task
- Invoiced Time
- Job
- Job Allocation
- Job Cost
- Job Document
- Job Note
- Job Task
- Job Task Allocation
- Job To-do
- Lead
- Lead Activity
- Lead History
- Milestone
- Payment
- Purchase Order
- Purchase Order Cost
- Purchase Receipt
- Purchase Receipt Item
- Quote
- Quote Cost
- Quote Phase
- Quote Note
- Quote Option
- Quote Task
- Recurring Job
- Supplier & Contact
- Task Admin
- Time
- Time Productivity
- Work In Progress
- Write Offs (Payments)
- WIP ledger
- Export as PDF
- Ability to edit existing filter criteria whilst viewing a custom report - Q4 2024
Collaboration Manager
- Receive emails sent to account address
- Process email as notes and attachments as documents
- Automatically allocate to jobs/quotes
- Manually allocate to jobs/quotes/leads/clients
- Automatically allocate to leads
V1 Native Mobile App iPhone/Android
- Not yet available
- All functionality as per current WorkflowMAX by Xero mobile app
- View custom fields
- Sync documents/images with an integrated DMS (Google Drive/Dropbox/Box)
- Edit custom fields
Developer Portal
- Create developer application
- Vend Client ID & Secret
- OAuth 2.0 code flow to authorise account access
API
- API V1 available to support existing integrations
Migration tool
- Refer to migrate guide for what data is migrated
DMS - Google Drive
- All functionality
DMS - Dropbox
- All functionality
DMS - Box
- All functionality
DMS - SuiteFiles
- Released in beta
Integration - Xero
- All functionality excluding timesheet export and invoice import
- Premium: Import invoices
- Export timesheets to Payroll (AU)
- Export timesheets to payroll (NZ)*
- Initial contact sync from Xero t0 WorkflowMAX
Integration - HubSpot
- Released in beta
Disclaimer: This product roadmap is for information purposes only and designed to guide you on what is live and what is scheduled for development and should not be considered a commitment or guarantee. Features and functionality are subject to change at WorkflowMAX discretion. Make purchasing decisions based on what is currently available.
