Success story: Approval automation for early-stage businesses

Portt & Co act as an outsourced finance function for ambitious and innovative small businesses. Their clientele is typically based in London and the South West but Portt & Co do also serve clients across the country. The company works particularly well with early-stage businesses who have external investors and need to establish meaningful system and […]

Yet another client success story: Approval Management as a key component of a Bill Automation App Stack

Rick Hemphill is a Senior Manager within ShineWing Australia’s Business and Private Client Advisory division. Here he shares his experience in helping to improve ShineWing’s approach to Bill Automation, and the benefits he discovered after switching from a paper-based approval process. ShineWing Australia is an Australian owned advisory and accounting firm with an 80 year […]

How to manage approval workflows across multiple Xero files

Best practices for multi-entity organisations as well as accounting and bookkeeping practices  It is quite common for organisations to have a number of entities that need to be handled separately. Therefore they set up separate Xero Organisations, and separate Xero files are used to capture and process the respective accounting data. However, an aggregated financial […]

Accountex UK 2019: A recap in pictures!

On the 1st and 2nd of May, ApprovalMax returned to the UK’s number one conference and exhibition dedicated to accounting and finance professionals: Accountex UK 2019. It was billed as ‘unmissable’, and with good reason! Accountex UK brought the sharpest minds in the industry together under one roof, with the challenge to keep moving forward. […]

Introducing the Xero Hospitality app playbook

Exciting news! Xero has released yet another app playbook as part of their brilliant app advisory series. These playbooks are aimed at guiding bookkeepers and accountants through the myriad of pre-integrated and connected apps available within the Xero ecosystem. This enables them to better educate their clients on the best apps to use for a specific […]

A Xero Partner success story: Bill Automation for construction clients

Learn the best practices of end-to-end bill automation and process optimisation for construction companies, as shared by Vianne Hills, Director of AVH Business Services. AVH Business Services is an Australian-based Bookkeeping and BAS practice, specialising in developing and maintaining systems that provide maximum efficiency and productivity.   A Time Before ApprovalMax AVH Business Services used […]

Accountex UK 2019 – It’s Unmissable!

On May 1st and 2nd, we’ll be attending one of the most important events in the accounting industry’s calendar: Accountex UK 2019. It’s the UK’s number one conference and exhibition dedicated to accounting and finance professionals – and it’s unmissable. Accountex UK has developed a reputation for bringing the sharpest minds in the industry together, […]

Establishing financial controls using a Xero-based Bill Automation app stack

Financial controls are the processes, policies and procedures that are implemented to manage and oversee finance and accounting activities. Examples include: accounting standards; approvals and delegations; audit trails; and informational security. In this blog post, we look at the importance of financial controls, and how to introduce them via a Xero-connected Bill Automation app stack. […]

ApprovalMax helps a rapidly growing church handle expense management

Established in the UK more than 30 years ago, Freedom Church has undergone a rapid expansion over the last eight years. From one to fifteen locations spread across nine different countries and three continents, and an increase in turnover from £60,000 per year to over £1M in the UK, where the central team supporting all […]