Tag: Accounting

Interview with a client: Approval automation as a key capability for accounting and advisory services for not-for-profits

Posted on February 4, 2020February 16, 2020 by Masha Komarova

In this interview with Eric Saumure, CPA, CA Principal, we learn how Zenbooks – a Canada-based accounting and advisory practice – uses ApprovalMax to help their clients increase approval

Building the foundation for advisory services

Posted on October 31, 2019February 16, 2020 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 reporting on company

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 – specifically, a

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 need to be

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 Business Services is

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 delegations; audit trails;

How to add approvals after processing bills in Receipt Bank

Posted on February 26, 2019March 6, 2019 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 Character Recognition (OCR)

ApprovalMax Xero Roadshow Australia 2019

Come meet ApprovalMax at the Xero Roadshow Australia 2019

Posted on February 4, 2019May 2, 2019 by Masha Komarova

The Xero Roadshow Australia 2019 takes place this February, with leading accountants and bookkeepers coming together across 20 major Australian cities, and a number of regional areas too.

Accounting & Finance Roundup: What should you look out for in 2019?

Posted on February 3, 2019May 2, 2019 by Masha Komarova

This is a roundup with a difference. We’re looking ahead to 2019, featuring articles published recently that focus on the new year. Learn from the experts about what