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Blog_WCPC

Paperless bill approvals for a US-based church

Posted on February 10, 2021December 9, 2021 by Masha Komarova

Walnut Creek Presbyterian Church in California is a religious organisation using fund accounting for their donor-designated funds. For quite a long time they managed their

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QuickBooks, Success Stories
Bill Automation, Church, NFP, QBO, Quickbooks Online, Success Story
ApprovalMax Blog_Globo_CS

Approval automation for a B2B provider of language services: a spend optimisation success story

Posted on February 9, 2021December 9, 2021 by Masha Komarova

From purchasing equipment to new hires and travel expenses: find out how GLOBO uses ApprovalMax stand-alone workflows as well as a purchase order approval workflow

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QuickBooks, Success Stories
Accounting, Approval automation, language services, QBO, Quickbooks Online, spend control, Technology
Blog_Williams_Stanley

Spend control in trying times: how to prevent non-essential spending in a multi-entity hospitality business

Posted on January 12, 2021 by Masha Komarova

Williams, Stanley & Co is a UK-based accounting practice focused mainly on the hospitality industry, with 90 per cent of their clients being restaurants, bars

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Success Stories
ApprovalMax, Approvals, Expense Management, Hospitality, Purchasing, spend control, Success Story
Blog_emails_scheduling

New feature: scheduled summary emails to approvers

Posted on January 12, 2021December 9, 2021 by Masha Komarova

This new feature brings additional flexibility to the notification settings and helps approvers to organise their work in a more efficient way. Summary emails are

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Product Updates
ApprovalMax, New feature, Notifications
Blog_Bill_PO

New feature: creating bills from purchase orders

Posted on January 12, 2021December 9, 2021 by Masha Komarova

It is now possible to save time when creating a new bill, by copying a purchase order. This feature is available for both Xero and

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Product Updates
ApprovalMax, New feature, Product Update, Purchase Orders, Quickbooks Online, Xero
Blog_Ferguson Accounting

How to establish control over purchasing outside of QuickBooks Online: a case study with Ferguson Accounting

Posted on January 12, 2021December 9, 2021 by Masha Komarova

Ferguson Accounting is a small accounting firm with 5 staff providing bookkeeping and accounting support to a number of not-for-profit businesses in Australia. In this

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Success Stories
Quickbooks Online
ApprovalMax_print_view_workflow

New feature: workflow export

Posted on December 23, 2020December 9, 2021 by Masha Komarova

At some point it might be necessary to share all setup details of the implemented approval workflows, for example, because the auditors or company management

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Product Updates
ApprovalMax, Product Update, Workflow export
Blog_Davis College

Budget control and remote approvals for the distributed finance team of Davis College

Posted on December 3, 2020December 9, 2021 by Masha Komarova

Davis College is a university that educates future leaders to champion opportunity and sustainability in solving the world’s most pressing challenges. Its model is a unique

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QuickBooks, Success Stories
Approval automation, ApprovalMax, Davis College, Finance, Quickbooks Online, Remote, Success Story
Blog_IA_webinar_QA

Webinar recap: bill automation tech stack for QuickBooks Online

Posted on December 2, 2020December 2, 2020 by Masha Komarova

We recently hosted a webinar about the Receipt Bank to ApprovalMax integration for QuickBooks Online and would like to share with you the questions we

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Accounting & Finance Technology, QuickBooks
ApprovalMax, Bill Automation, integration, Quickbooks Online, Receipt Bank, Webinar
Blog_Product_releases_2FA

Product update: two-factor authentication is now available to users

Posted on December 1, 2020 by Masha Komarova

The two-factor authentication (or 2FA) brings an extra level of security for logging into ApprovalMax because apart from your email address and password you’ll also

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Product Updates
2FA, ApprovalMax, Product Update
Blog_QA

ApprovalMax answers your questions: a product webinar recap

Posted on November 17, 2020November 17, 2020 by Masha Komarova

In our October webinars we walked new and existing customers through the main product capabilities, including the newly released direct integration with Receipt Bank. As

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Accounting & Finance Technology, QuickBooks, Xero
Approval automation, ApprovalMax, cloud accounting, Q&A, Receipt Bank, Webinar
Blog_LandLocked Aviation

Establishing control for the purchasing process in an aircraft painting company

Posted on November 5, 2020December 9, 2021 by Masha Komarova

LandLocked Aviation Services is a leader in the aviation refinishing industry and based in Lake Charles, Louisiana. It’s a team of professionals working on corporate,

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QuickBooks, Success Stories
Approval automation, ApprovalMax, Financial controls, Purchasing, Quickbooks Online, Success Story
Blog_bill_automation_tech_stack

Bill automation tech stack: establish proper financial controls for accounts payable

Posted on November 4, 2020 by Masha Komarova

For accountants and financial advisors it’s crucial to deliver their services cost-efficiently while ensuring client satisfaction. Luckily, modern technology can take off the edge and

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Accounting & Finance Technology, QuickBooks, Xero
Accounts payable, Bill Automation, Financial controls, Tech stack, Thought leadership, Workflow Automation
Blog_Data_friendly_space

Structured approval chains and automated audits for a non-profit organisation

Posted on November 4, 2020December 9, 2021 by Masha Komarova

Data Friendly Space (DFS) is a US-based non-profit organisation focused on providing data-centric applications to humanitarian organisations. In addition to software development, DFS also offers

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QuickBooks, Success Stories
ApprovalMax, Audit, Non-profit, Quickbooks Online, Success Story
Blog_amaxrecieptbankqbo

Receipt Bank to ApprovalMax integration for QuickBooks Online [BETA]

Posted on October 2, 2020October 6, 2020 by Masha Komarova

This functionality is currently in beta. If you’d like to enable it for your ApprovalMax organisation, please contact us at beta-support@approvalmax.com or submit a form

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Product Updates, QuickBooks
ApprovalMax, integration, Quickbooks Online, Receipt Bank
Blog_ApprovalMaxQBO

How to create bills for QuickBooks Online directly in ApprovalMax

Posted on October 1, 2020October 1, 2020 by Masha Komarova

We recently added a new feature that allows to create bills directly in ApprovalMax, which increases data security and integrity.  The procedure itself is very

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Product Updates, QuickBooks
ApprovalMax, Bills, Quickbooks Online
ApprovalMax_Blog_flinder

How financial controls enable start-ups to get to the next level with investors

Posted on September 7, 2020December 15, 2022 by Masha Komarova

flinder is an accounting, consulting and data analytics business that provides tailored solutions to its customers based on what they need wherever they are on the

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Success Stories
cloud accounting, Finance, Financial controls, flinder, Investors, Start-ups, Success Story
Blog_SS_amax_monty_xero_hubdoc_webinar

Tech talk with a Partner recap: The Solutions & Services recommended app stack for schools webinar

Posted on September 7, 2020September 7, 2020 by Masha Komarova

Here’s a follow-up to our recently held webinar on financial management and budget control for schools which was co-hosted by Sandy Dunn, Director Solutions &

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News & Events, Success Stories
App Stack, Schools, Webinar, Xero

Spend control for a multi-entity company in the renewable energy sector: from construction to operation

Posted on September 2, 2020October 27, 2020 by Masha Komarova

Read the interview with Jonathan Fryer, Accounting and Payroll Outsourcing Partner at Mazars Thailand, to find out what role spend control and approval automation play

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Success Stories
ApprovalMax, Asia, costruction, Mazars, Multi-Entity, operation, spend control
ApprovalMax Blog_Fresh Accounting

Best practices for going digital: how Fresh Accounting moves AP to the cloud

Posted on August 31, 2020 by Masha Komarova

Fresh Accounting is a dynamic management accounting practice and consultancy with offices in Hong Kong & Singapore, who believes accountants should not just report on how

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Success Stories, Xero
Approval automation, ApprovalMax, cloud accounting, Success Story, Xero

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