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 […]

GDPR FAQs: Here’s What You Need to Know

From the 25th of May 2018,  the EU General Data Protection Regulation (GDPR) will change how personal information is collected and processed within the European Union. In this article, we will provide a brief overview of GDPR, and how it might impact ApprovalMax and our customers. Please note: This article is provided as a resource. […]

Accounting & Finance Roundup – April 2018

Welcome to the ApprovalMax roundup, covering news and opinion published in April 2018. This month, we feature superb articles about the finance firms and cryptocurrency, fraud for small businesses, digital transformation and automation in finance, and more. A caveat: These are the opinions of the writers themselves. We don’t always agree with every argument presented […]

Main Industries’ Pain Points and How Approval Workflow Can Help

Infographic based on over 100 of ApprovalMax recent clients’ businesses Whether you realise it or not, your business has workflows. And important approval workflows can be introduced into any type or size of business, ensuring correct procedures are followed when paying your bills, making new purchases, or requesting reimbursement. In fact, any number of vital […]

How To Add Approvals after Processing Bills in Receipt Bank

When your business regularly deals with hard copies of bills, invoices, and receipts, it can be a real challenge to maintain order. Utilizing an Optical Character Recognition (OCR) system such as Receipt Bank can help you grab back some control over this paperwork, keeping you organized and on top of things. How Does Receipt Bank Work? […]

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 […]

Accounting & Finance Roundup – March 2018

March 2018: News you won’t want to miss! Here’s another edition of the ApprovalMax monthly roundup of the best articles, and this time we’re looking at what has been published in March 2018. As we emerge into springtime, the accounting and finance world is busier than ever. But there’s still time to keep updated with the […]

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 […]

3 Biggest Pains of Cluttered Accountancy Firms

One of the major recurring challenges experienced by the typical SMB accountancy firm is the dreaded paper trail. Paper documents – such as expense receipts, bills, purchase orders, invoices, etc. – are used for processing payments and handling employee expenses, in addition to performing authorisation and obtaining business approvals. And frequently, everything is stored in […]

How to Make Your Boss Happy

If your boss is the kind of person who’s always rushed off their feet, always pacing the office floor, always stressing about deadlines, meetings, or reports, then you shouldn’t see that as a negative. In fact, it’s an opportunity – a chance to don your cape and become the office hero every boss needs. Now, […]