New Feature: Match Incoming Bills to Existing Purchase Orders

Here at ApprovalMax, our focus is on making your life that little bit easier with every new update and feature. That’s why we’re pleased to announce yet another enhancement to our streamlined financial workflow platform. But before we delve into the ins and outs of this new feature, let’s play out a little scenario … A […]

3 Killer Features to Help You Pass an Audit with Ease

Finance managers faced with an audit, we feel your pain. We know they can be stressful. Whether it’s a mandatory internal check or an external body poring over your company’s financial data, you need to be able to quickly gather and disseminate vital information upon request. And one of the questions you will undoubtedly be […]

New Feature: PO Creation from Within ApprovalMax

When it comes to Purchase Orders (PO), the two questions we are asked most often are: “How do I keep PO requesters out of Xero?” and “How do I keep requesters informed about PO approval?” Well, thanks to our newest feature – which has undergone weeks of private beta-testing – we can unequivocally answer both […]

Automatically Move Invoices to the Next Financial Period

Good News! You can now automatically change Date to Lock Date + 1 Day after approval. As a Financial Director or CFO, you will undoubtedly have a lot on your plate. And with so much responsibility, no-one will blame you if you wish to get a headstart on your reporting. So imagine, if you will, […]

New Feature: Delegating Approval Tasks

What to do when going on leave Everybody loves holidays, and going on a business trip or attending some training can also be fun. However, someone else should cover for you while you are away or out of reach. Does ApprovalMax help you here? Of course it does! You can set up a Delegate for yourself, […]

How to Set up Approval Workflows

How to configure complex approval scenarios with just a few clicks What makes ApprovalMax such a powerful tool for designing complicated approval workflows without a single line of coding? Multi-step approval workflows Approval rules that can be adjusted for each step with the help of the “approval matrix” We hate paper You probably have already tried to […]

How to Force Approval of Pending Requests

“Force decision button” in approval request. How to resolve a request that got stuck Imagine people at a construction site need to order some materials so that work doesn’t stop. But the PO approval request gets stuck because the responsible manager is unavailable and, therefore, can’t approve. Can you make sure that pending POs are approved and […]

Changing Approvers on the Fly

How to handle exceptions from the approval workflow One of the most desirable features in ApprovalMax is the one for handling exceptional cases which demand an on-the-fly change of Approvers. Say you’ve set up an approval matrix based on your corporate policy. But then a document is submitted which should be approved by different people, not […]

How to Set “Default Approver”?

Let us share with you another ApprovalMax feature that will help to set up robust Bills / Purchase Orders / Credit Notes etc. authorization process. When a new tracking category, inventory item or account code is added in Xero, there are chances that this is not reflected in the approval matrix. To avoid an automatic […]