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? […]
Improve customer relations with sales invoice approval
If you’re in charge of running a professional services company, such as an accountancy firm or design agency, then you’ll know first hand just how fun AND challenging it can be. Issuing hundreds of sales invoices each and every single week is probably something of a dream scenario, as this means there’s plenty of work […]
Come meet ApprovalMax at the Xero Roadshow Australia 2019
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. It’s a great opportunity to learn first-hand about the benefits of Xero, hear its upcoming announcements, and demo the product features for your accounting practice. You’ll also […]
Accounting & Finance Roundup: What should you look out for in 2019?
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 to look out for in the next 12 months, and let us know if you’ve spotted any other great predictions or trends. Enjoy! A caveat: These are […]
Accounting & Finance Roundup: What did you miss in November?
Hello, and welcome to the accounting and finance roundup for November 2018. As always, we feature a mix of the best technology-focused finance articles from around the web! This month, you may have missed stories on why accountants need emotional intelligence, what you need to know before the robots take over, and why the digital […]
“Bruce Stevenson” revolutionised its invoice approval process
As Scotland’s largest Independent Insurance Broker, Bruce Stevenson offers niche products in a range of specialist areas, including Property, Hospitality & Tourism, Distilleries, Social Housing, Renewable Energy, Private Clients, and Farms & Estates. And as an innovative and dynamic broker, they are dedicated to uncovering efficiencies in their day-to-day processes, allowing for a greater focus […]
Accounting & Finance Roundup: What did you miss in October 2018?
Hello, and welcome to the roundup for October 2018. In this edition, we feature stories about cloud accounting, the difficulty of filling accountancy jobs, the fear of fintech, small business CFOs, accounting in an IoT world, and the big issues facing accounting firms. Enjoy! A caveat: These are the opinions of the writers themselves. We […]
Accounting & Finance Roundup: What did you miss in May 2018?
Welcome to the ApprovalMax roundup, covering all the news from May 2018. In this collection of insights, we look at how accountants can protect client data, what you need to know about the new ethics code, GDPR, minority representation at accounting firms, and much more. A caveat: These are the opinions of the writers themselves. […]
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 […]
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 […]