This is the recorded webinar from last weeks session on creating and managing your own custom print templates within WorkflowMax

Today's update introduces Custom Templates allowing you to personalise your invoice, quote, statement, purchase order and job briefs within WorkflowMax.

With Custom Templates you can set up multiple templates to use in different situations. For example:

• if you run more than one business under the same company structure, when you print your invoices, quotes, purchase orders, job briefs and statements you can choose the appropriate templates to suit
• if some clients require more detail on their invoices for instance you could build a custom template specific for that purpose
• if you wanted to include pages and pages of preamble and terms and conditions as part of a larger proposal for each of your quotes then look to use a custom template
• you could even create client engagement letters or deed documents that could be printed as job briefs from each of your jobs. 

For more information on how to build your own custom templates please refer to our online help. 

We are super excited to be releasing the WorkflowMax Practice Manager today. The Practice Manager has been built specifically for accounting practices. Some of the key features include:

• KPI Dashboard - Review your key performance indicators daily. Utilising standard industry metrics you can review your average hourly rates, revenue per partner, WIP days, and Write ons at a glance.
• Value Based Billing - Quickly setup fixed price quotes based on your standard templates. Agree internally on how long the job is likely to take, then fix price the work based on the value to the client, rather than how long it is going to take.
• Client Relationships - Define relationships between your clients to view shareholders, directors and trustees of each entity
• Xero Integration - Tighter integration allows you to import recurring invoices from Xero
• Compliance - Capture and store all compliance data against each client including IRD numbers, GST registration details and balance dates.
• Job Focused Workflow - With a strong focus on jobs it allows the whole team to see exactly where each job is at, if you are in budget and what status the job is at.

It was a huge honour and a fantastic surprise to be awarded the Xero Solution Partner of the Year award at the Xero Partner Conference in Taupo. The award recognises the solution partner that has the most joint customers with Xero. It is brilliant to know that we are building such a widely accepted and liked product. A huge thank you to the team, to Xero and to all of our amazing customers.

We're really excited to announce our latest feature - Custom Themes.

Custom Themes allows you to personalise the WorkflowMax user interface to work more closely with your brand.

Using Custom Themes you can: 

• Select from a number of colour palettes to customise the look of the user interface
• Upload your own banner, and
• Configure a custom domain for your staff and clients to use when accessing WorkflowMax, e.g. mycompany.workflowmax.com 

Below is an example (thanks to our good mates at Interactive Accounting) of how Custom Themes can be applied to WorkflowMax:

One of the enhancements we've been working on which is nearing completion is Custom Fields.  Custom Fields will let you define any number of additional fields against your clients, contacts, suppliers, jobs and leads allowing you to collect a wide range of information.

A list of the available custom field types is displayed below: 

Using Custom Fields, you will be able to store additional contact information against your clients such as their Twitter account, LinkedIn URL, Facebook URL, Skype details etc.  Not only can you store the likes of the Twitter account or Skype name, these values can be displayed as contextual links meaning you can click on the Twitter account to view the contacts timeline or click on the Skype name to initiate a Skype call or chat.

Adding Custom Fields to your leads will allow you to store additional information such as products, services of interest, web site addresses etc.  Further to this, when a lead is marked as won, any custom fields shared between the lead and job will automatically be copied to the newly created job providing more information to your team when they come to start working on the job.

Using the Report Builder you will be able to extract and filter upon any custom field.  For example, you could create a report to show all the leads for a specific product or perhaps extract an email list of all your clients who support your favourite football team. 

We always love to get feedback from our users. With our customer base extending to some very diverse places, its fantastic to see how WorkflowMax is benefitting small businesses everywhere, including Madagascar:

Just to let you know that JWF Legal has won 2 industry awards.

Winner - Project Finance Advisory Firm of the Year in Madagascar 2010
Winner - Natural Resources Advisory Firm of the Year in Madagascar 2010

Much of the above would not have been possible without not only the excellent accountability which WorkflowMax provides 24/7 but also the dedicated nature of the WFM team.  WFM has been making our lives easier by the day and without it we would not be able to operate across multiple countries, timezones and workforces. 

We've introduced three new report layouts to the Report Builder.  In addition to the existing Table layout, you are now able to build:

• Monthly Summary Reports
• Bar Charts, and
• Pie Charts

This morning's release focused on enhancements to our scheduling functionality. In addition to a number of improvements in the interface design, you can now schedule jobs, tasks and milestones using the new interactive scheduling tool. If you're familiar with Microsoft Project or other gantt chart style interfaces then you will feel right at home.

Watch the below video for an overview of the new interactive scheduler.