WorkflowMAX has a native, bi-directional integration with Xero  not a third-party connector. Invoices flow to Xero as draft or approved (your choice), payment statuses sync back automatically, contacts stay in sync, and account codes map at the job category, task, or cost level. Built on 14+ years within the Xero ecosystem, it's the deepest Xero integration available in any job management platform.

Yes. When a client pays an invoice in Xero, the payment status syncs back to WorkflowMAX automatically so your job financials and aged debtor reports are always current without manual updates.

You can map both revenue account codes and tracking categories at three levels: a generic default, by job category, or down to individual tasks and costs. When you issue an invoice, WorkflowMAX automatically applies the correct codes and categories, so line items land in the right accounts and reporting segments without manual intervention. For firms with multiple service lines, this means clean P&L segmentation with zero extra effort.

WorkflowMAX is the recommended sending point it gives you richer presentation options including detailed timesheet breakdowns, branded templates, and phase-level line items that professional services clients expect. Once approved, the invoice and all line-item detail flows to Xero for accounting. You can send from Xero if needed, but most firms get better results using WorkflowMAX's purpose-built invoice templates.

Yes. WorkflowMAX can export approved timesheet data to Xero Payroll for Australian and New Zealand payroll runs, reducing manual re-entry of hours. This connects job-level time tracking directly to payroll in a single flow.

On initial setup, import your full Xero contact database into WorkflowMAX with a few clicks. Ongoing, contacts stay synchronised so updates in either platform are reflected in the other. For firms already running their practice through Xero, this means a zero-friction starting point.

WorkflowMAX offers the tightest Xero integration available bi-directional sync, account code and tracking category mapping at granular levels, payroll export, and automatic payment tracking. Combined with purpose-built WIP management, write-on/off, and practice-level profitability reporting, it's designed for firms where Xero is the financial backbone.

Purchase orders themselves don't sync because they're requests to buy, not financial transactions. When you receipt a PO, the resulting cost entry becomes a bill that flows to Xero as an accounts payable item. This keeps your Xero ledger clean while WorkflowMAX manages the full procurement workflow.