Blog

Less admin, more freedom.
Less admin, more freedom.
WorkflowMax Migrations Update

WorkflowMax Migrations Update

We are now less than 3 weeks from the sunsetting of old WorkflowMax by Xero. A lot of migration have happened and here are my learnings from that.

WorkflowMax Migration Checklist

WorkflowMax Migration Checklist

WorkflowMax Migration Checklist as of 17 May 2024. What to check in the old WorkflowMax file. What the check in the new WorkflowMax file. Checklist for pre and post GoLive migration steps.

WorkflowMax News - 1 to 1 Catchup with BlueRock

WorkflowMax News - 1 to 1 Catchup with BlueRock

Summary of 1 to 1 catch up with Ryan Kogan, head of Marketing and Growth for BlueRock, owners of the new WorkflowMax product.

Your WorkflowMax by Blue Rock File

Your WorkflowMax by Blue Rock File

How to invite an Advisor, what's happening with migrations and the temporary work arounds.

My WorkflowMax Test Migration

My WorkflowMax Test Migration

Learnings from running my own test migration file into WorkflowMax by BlueRock.

Payroll Changes and Checks for 1 April 2024

Payroll Changes and Checks for 1 April 2024

Increase to Minimum Wage, and changes to ACC and Student Loan payments. What to check in your payroll system at year end for 1 April 2024.

Migration Update from BlueRock

Migration Update from BlueRock

As a WorkflowMax Foundational Partner I am in direct contact with BlueRock for the latest developments. This update is effective 14 March 2024 after a 1 to 1 personal update.

WorkflowMax Migration Flow Chart

WorkflowMax Migration Flow Chart

A flowchart showing the steps for migration from WorkflowMax by Xero to WorkflowMax by Blue Rock during the migration window of 22 February 2024 to 26 June 2024.

Custom Receipts in Xero

Custom Receipts in Xero

Creating a Xero Custom Receipt with a receipt number and text thanking a donor.

OWP, AWE and RDP, ADP  Explained for Xero Payroll

OWP, AWE and RDP, ADP Explained for Xero Payroll

What is Ordinary Weekly Pay OWP, Average Weekly Earnings AWE, Regular Daily Pay RDP and Average Daily Pay ADP - when to use them and how to use them in Xero Payro..

Court Fines in Xero Payroll

Court Fines in Xero Payroll

Court Fines are not paid automatically in Xero Payroll if they are loaded as a Statutory Deduction. A common misunderstanding, and what are the options to fix it.

WorkflowMax2 November (and August) Update

WorkflowMax2 November (and August) Update

A concise summary of development updates to WorkflowMax2. Enhancements, migration and new developments for the first release in 2024.

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