Online certification training each Thursday 9 – 12 pm - $345.00 + GST - there is an online certification test following the course. We will have a 10minute break during the certification.
If you are a proficient user of WorkflowMax and would like to undertake the online test without attending the Certification Course this is possible and will cost $99 + GST. Please contact the trainer (Jo Galley on jo@trainingandbeyond.co.nz) direct and she will be in touch to organise payment for this and send you the required link.
PLEASE NOTE if you do fail the test then you will be required to undertake the course and test again. The course fee would be reduced in this circumstance to $300 + GST. Again Jo Galley will be in touch if this scenerio arises.
GLOBAL TRAINING - We are happy to cover these courses at alternatives times in order to suite better with global time zones. Please contact the trainer direct (Jo Galley on jo@trainingandbeyond.co.nz) to organise a more suitable training session. Please let her know your location and time zone so she is able to assist with booking you in on an alternative webinar.
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Description
Workflow Max Certification Course - Key Learning Points
1. Admin/Overview
- Client Types
- Costs / Tasks
- Custom Fields
- Job Admin
- Preferences
- Staff
- Import / Export
2. Setup
- Staff Rates / Task Rates
- Integration
- Clients
- Task setip
- Cost setup
- Staff setup
3. Job Setup & Timesheet Entry
- Creation of Jobs via different Options
- Timesheet Entry
4. Lead Management
- Creation and management of Leads
5. Notifications
- How to use and set them up
6. Purchase Orders & Costs
- Creation of Purchase order via different Options
- Receiving Goods
- How invoice sits in Xero
7. Invoicing
- How to Raise Invoices
- Different Options for invoiciong
- How invoice sits in Xero
8. Reports
- Financial Reports
- Report Builder
9. 13 Case Studies to undertake to practice using Workflow Max