ApprovalMax

Introducing our very own library of customer case studies from around the world

Posted on January 29, 2020February 3, 2020 by Masha Komarova

Our library of industry-leading case studies is now available on the ApprovalMax website! We’ve been exploring how our clients are using ApprovalMax for a while

Cloud Integrator success story: Approval Automation for AP and AR

Posted on January 29, 2020February 16, 2020 by Masha Komarova

“We offer ApprovalMax as part of our tech stack as it’s a great software for cost control and saves a significant amount of time on

Solved: Bill Automation for the Hospitality Sector

Posted on December 19, 2019December 9, 2021 by Masha Komarova

In this case study, we examine how ApprovalMax helped UK-based Virgate Accounts get to grips with automated invoice approval, and stop the issue of overcharging

Using Xero’s advisor-powered app recommendations for app advisory

Posted on December 18, 2019 by Masha Komarova

App advisory remains a hot topic for the accounting and bookkeeper community. An open platform like Xero offers a choice of numerous pre-integrated apps for

Building the foundation for advisory services

Posted on October 31, 2019May 6, 2021 by Masha Komarova

When comparing conventional accounting and advisory, it’s usually on the assumption that the former is focused on compliance, while the latter aims at measuring and

Sign in with ApprovalMax using Xero credentials

A major product release: sign in to ApprovalMax with Xero credentials

Posted on September 10, 2019September 12, 2019 by Masha Komarova

Exciting news! You can now sign in to ApprovalMax using your Xero credentials. This game-changing feature has just been announced by Nick Houldsworth, GM of

Checklist: It’s high time for approval automation if…

Posted on August 7, 2019May 6, 2021 by Masha Komarova

“As we find in most use cases, the best time for implementing an approval system is BEFORE it is considered a necessity. The reason is

Wilder Coe_ApprovalMax_blog_success story

Centralised financial controls for a multi-entity organisation

Posted on July 24, 2019July 24, 2019 by Masha Komarova

This article focuses on understanding how leading approval automation solution, ApprovalMax worked alongside Wilder Coe, who also uses Xero, to support one of their clients

Success story: Approval automation for early-stage businesses

Posted on July 16, 2019July 17, 2019 by Masha Komarova

Portt & Co act as an outsourced finance function for ambitious and innovative small businesses. Their clientele is typically based in London and the South West

Rick Hemphill is a Senior Manager within ShineWing Australia's Business and Private Client Advisory division

Yet another client success story: Approval Management as a key component of a Bill Automation App Stack

Posted on July 1, 2019July 1, 2019 by Masha Komarova

Rick Hemphill is a Senior Manager within ShineWing Australia’s Business and Private Client Advisory division. Here he shares his experience in helping to improve ShineWing’s

How to manage approval workflows across multiple Xero files

Posted on July 1, 2019July 3, 2019 by Masha Komarova

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

Accountex UK 2019: A recap in pictures!

Posted on June 20, 2019June 20, 2019 by Masha Komarova

On the 1st and 2nd of May, ApprovalMax returned to the UK’s number one conference and exhibition dedicated to accounting and finance professionals: Accountex UK

Introducing the Xero Hospitality app playbook

Posted on June 12, 2019June 12, 2019 by Masha Komarova

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

Bill Automation for construction clients using Hubdoc + Xero + ApprovalMax

A Xero Partner success story: Bill Automation for construction clients

Posted on May 20, 2019May 20, 2019 by Masha Komarova

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

Accountex UK 2019 – It’s Unmissable!

Posted on March 24, 2019April 23, 2019 by Masha Komarova

On May 1st and 2nd, we’ll be attending one of the most important events in the accounting industry’s calendar: Accountex UK 2019. It’s the UK’s

Establishing financial controls using the Xero-connected Bill Automation app stack

Establishing financial controls using a Xero-based Bill Automation app stack

Posted on March 16, 2019April 4, 2019 by Masha Komarova

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

ApprovalMax Blog Freedom Church Case Study

ApprovalMax helps a rapidly growing church handle expense management

Posted on March 6, 2019March 7, 2019 by Masha Komarova

Established in the UK more than 30 years ago, Freedom Church has undergone a rapid expansion over the last eight years. From one to fifteen

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

Posted on March 4, 2019March 7, 2019 by Masha Komarova

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

Xero Roadshow Australia 2019 Recap: Interview with Helmut Heptner

Posted on February 27, 2019March 7, 2019 by Masha Komarova

It was a journey across 19 Australian cities (and a number of regional areas too), to meet, greet, listen and talk with passionate partners and

How to add approvals after processing bills in Receipt Bank

Posted on February 26, 2019May 6, 2021 by Konstantin Bredyuk

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