With Workflow Max by Xero being closed on June 26th, it’s important to close the account correctly and export your data.
After 26 June 2024 you won’t have any access to Workflow Max by Xero and the data in it.
Step One – Exporting Your Data
It’s best to export everything you need, this can be done from
Business/ Settings / Export All Data
Select
Document Export
Account Data Export (Chose both CSV and XML)
File Export (Use this if you want a list of clients)
Custom Template Export
Once you have these safely tucked away in Microsoft 365 or Dropbox you can close the account
Step Two – Closing your Account
Remove the mail to Workflow Max email address
Jobs / Collaboration Manager / Configuration
Cancel Your Subscription
Business / Subscription / Cancel Subscription
(If you pay someone else for Workflow Max then get them to do this)