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 […]

Meet our brand new ‘Search’ — Demo by the Head of Customer Success

We’re delighted to introduce Alex Keselman, our new Head of Customer Success here at ApprovalMax. Alex joins us at an exciting time, as we continue to expand the business and refine the platform. Let’s hand you over to Alex, who’s going to tell you a little bit about himself and demonstrate how our new ‘Search’ works. […]

Improve customer relations with sales invoice approval

If you’re in charge of running a professional services company, such as an accountancy firm or design agency, then you’ll know first hand just how fun AND challenging it can be. Issuing hundreds of sales invoices each and every single week is probably something of a dream scenario, as this means there’s plenty of work […]

ApprovalMax now makes it easier to manage your account

Recently, our development team has been working very hard on a brand new and much sought after product update. And the good new is, it’s now up and running! The ‘My Account’ feature, for self-service account management by our customers, has been released, and in this blog post, we’ll explain why it’s so important.   […]

June 2018 Release: Enhanced UX, Faster Approvals & Side by Side View

It’s our goal to make our users happy by eliminating clutter, not only from your desks, but also from our product. That’s why we’re making ApprovalMax even easier to use, for both web and mobile devices alike. We’ve focused on that in our recent update, as well as on some much awaited new features. And […]

ApprovalMax Product Feedback Update May 2018

We recently noticed that a number of feedback posts in our Knowledge Base had flown under the radar. We’re now actively following up on these requests, and in this blog post we’ll share an update on all major product questions.   Top Requested Features Budget Management One of the most requested features in our integration […]

How Approvers Work in ApprovalMax

Through the Eyes of the Approver: Four Simple Ways to Approve Documents The top priority for the ApprovalMax team is making the lives of our users easier. When managers who are tasked with approving documents are happy, then so are we! In this post, we’ll take you through the four ways in which approvers can […]

Generic Workflows Require Approval Too

As a financial workflow platform, we’ve been gaining a positive reputation for adding real value to Xero. Our software was initially designed to cover specific financial approvals, including Purchase Orders, Bills, Sales Invoices and Credit Notes. The benefit of using ApprovalMax is that it allows managers to retain control over who should approve these financial […]

The Top 5 ApprovalMax Features

The challenges of approvals in an accounting system and how to master them The idea behind ApprovalMax is plain and simple, but makes a real difference: it reliefs finance managers of the day-to-day pain and headaches of chasing Approvers. How we manage to do that? Well, one of the most annoying and disruptive things about running […]