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  • Getting started
    How to install add-on How to sign in
  • WorkflowMax/Practice Manager Reports
    Client Job Report Purchase Order Detail Purchase Order Summary Quote Detail Quote Summary Job Invoice Report Job Purchase Order Report Job Report Job Time Report Receivable Invoice Detail Receivable Invoice Summary Staff Current Job Report Staff Time Report Specific Job Invoice Report
  • Export Accounting Data
    Categories Clients Contacts Company Info Costs Custom Field Definitions Documents Estimates Groups Invoices Jobs Job Categories Job Costs Job Tasks Job Templates Leads Lead Categories Purchase Orders Quotes Staffs Suppliers Tasks Timesheet
  • Uploads
    Assign Staffs Clients Contacts Costs Custom Field Definitions Groups Jobs Job Costs Job Estimates Jobs Notes Job Quotes Job States Job Tasks Job Tasks Reorder Leads Managing Groups Purchase Orders Staffs Suppliers Timesheet
  • Automation
    Create Workflow Modify Workflow Automatic Uploads Email Notifications Alerts Generation Automatic Backups
  • Change Template(s) Ownership
  • Save and Share Templates in Cloud
  • Refresh/Refresh All
  • youTube Videos

Refresh/Refresh All


Refresh WorkflowMax/Practice Manager Data in Current Sheet functionally allows you to refresh the current Google Sheet and Refresh WorkflowMax/Practice Manager Data for in All Sheet functionally allows you to refresh all your currently opened Google Sheets for all Xero organizations.






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