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 […]

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 […]

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. […]

Xero Cash Flow App Playbook: The Vital Role of Data Automation

The importance of cash flow Any organisation – commercial, government, or not-for-profit – needs a healthy cash flow to support its immediate objectives and its longer-term goals. The reason is very simple: if your organisation can’t pay suppliers, employees, or partners on time, chances are you will not survive for very long; regardless of how promising […]

Xerocon London 2018: The Ultimate Roundup

Xerocon London 2018: The Ultimate Roundup We’ve been excited about Xerocon London 2018 for a long time, and since Brisbane we’ve been itching to get involved in this amazing ecosystem event. Day One Day One Morning Gary Turner, Co-founder and Managing Director: @GaryTurner BBC presenter, Louise Minchin, arrived on stage after a fantastic light show […]

Exceptions Handling in ApprovalMax: The Top 5 Features

In every single business, there are default processes. And there are exceptions to the default processes. Having the ability to accurately and flexibly reflect these exceptions in your company’s systems is key to maximizing your competitive advantage. This is why the ApprovalMax platform has a number of features focused squarely on exceptions handling, helping to […]

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 […]

Xero Purchase Orders Approval with ApprovalMax

Setup multi-step approval workflow for Xero Purchase Orders with ApprovalMax   Hello all! We are ApprovalMax – a Team of Business Process Management professionals on a mission to make lifes of financial managers easier. Let us start with new feature announce: ApprovalMax now helps you setting up multi-step approval workflows for Purchase Orders created in […]