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Connection with WorkflowMax

whitneytman Expensify Customer Posts: 2 Expensify Newcomer
edited January 2019 in Ideas

I'd like to propose a new integration to WorkflowMax. We use Xero and WorkflowMax (WFM) at our company - Xero for accounting, and WFM for project management, invoicing, and job costing. We typically have several projects per client that are each controlled by a client purchase order, so we track expenses (costs) against each project. Then, ideally, we'd have these costs come through to Xero to hit our general ledger. So there is a oneway flow all the way through: Expensify > WFM > Xero.

Currently, we have to connect Xero to Expensify, which does not talk to WFM or the projects. So then, I will have to export costs on a regular basis, assign them to the correct project, then import them into WFM to get accurate job costing and invoices. It's just not meant for a project-based service company... But would be great if it could be!

3 votes

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