Great program for timekeeping, invoicing, and project management!
Anonymous | TrustRadius Reviewer
December 21, 2017

Great program for timekeeping, invoicing, and project management!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with WorkflowMax

Our entire organization uses WorkflowMax to manage timekeeping and time entry, billing and project budget management, business development lead tracking, productivity tracking, and for other billing and accounting purposes. We use it on a daily basis to enter time and be able to review project progress easily. We use the invoicing features generally on a monthly basis. The depth of work in WorkflowMax depends on each person's position. For example, our business office coordinator and Principals use all of the features that we have, while entry-level staff uses it primarily to enter their billed time.
  • Project and task setup is convenient. I appreciate the ability to customize tasks.
  • The different reports that are available are very useful. They quickly summarize the information we need to know.
  • The ability to export time entries, both into PDF and Excel, is helpful when I want to run an analysis not conveniently summarized in one of our reports.
  • I would like to see a connection between the "budget" and the "quote" for a project. These are always equal, so it would be more convenient if they were linked.
  • I would like to be able to sort invoices on the Financials tab by the different fields. Currently, they are always chronological. It would be nice if I could sort by status and amount due.
  • I would like to be able to "freeze" the column headers in the weekly time entry view so that they remain visible when I scroll down many tasks.
  • I would like to be able to set different billing rates for the same staff members that could be auto-selected based on the project type.
  • WorkflowMax has provided our company with significant positive ROI by shortening the amount of time that staff needs to spend on time entry, invoicing, project review, etc.
  • By making it easier to enter time on a daily basis, WorkflowMax has allowed us to monitor project budgets and avoid going over budget more effectively.
  • With WorkflowMax, we are better enabled to compare project budgets across different clients and can calibrate new budgets accordingly.
  • Timekeeper
I'm not sure if it was by Ascentis or not, and it may have been an old version, but we used a program called Timekeeper. It was very outdated, difficult to use, and didn't provide easily producible reports. WorkflowMax is infinitely better to use for our business.
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.

WorkflowMax Feature Ratings

Task Management
9
Resource Management
8
Gantt Charts
Not Rated
Scheduling
7
Workflow Automation
Not Rated
Team Collaboration
8
Support for Agile Methodology
Not Rated
Support for Waterfall Methodology
Not Rated
Document Management
Not Rated
Email integration
Not Rated
Mobile Access
10
Timesheet Tracking
10
Change request and Case Management
Not Rated
Budget and Expense Management
9
Quotes/estimates
10
Invoicing
10
Project & financial reporting
8
Integration with accounting software
9