Tag: Accounting

Maximising productivity: 7 tips for accountants and bookkeepers

Posted on December 22, 2021January 31, 2023 by Masha Komarova

Is your workflow disrupted by distractions? Read our blog & learn how to overcome the 7 most common productivity blockers for accountants and bookkeepers.

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

Invoice automation for multinational tech start-ups in Africa

Posted on July 6, 2020July 6, 2020 by Masha Komarova

An interview with Peter Magner, Director of Iridium Hi Peter, please introduce us to Iridium. Iridium is a South African accounting, advisory and automation firm.

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

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

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

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

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

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, 2019November 29, 2022 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

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

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

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

Improve customer relations with sales invoice approval

Posted on January 16, 2019May 6, 2021 by Konstantin Bredyuk

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

Accounting & Finance Roundup: What did you miss in November?

Posted on November 30, 2018December 4, 2018 by Masha Komarova

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

How Scotland’s largest Independent Insurance Broker revolutionised its invoice approval process

“Bruce Stevenson” revolutionised its invoice approval process

Posted on November 20, 2018December 4, 2018 by Masha Komarova

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,

Accounting & Finance Roundup: What did you miss in October 2018?

Posted on October 26, 2018October 26, 2018 by Masha Komarova

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

ApprovalMax Accounting and Finance Roundup May 2018

Accounting & Finance Roundup: What did you miss in May 2018?

Posted on May 30, 2018August 21, 2018 by Masha Komarova

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

How Approvers Work in ApprovalMax

Posted on April 4, 2018May 6, 2021 by Konstantin Bredyuk

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

Generic Workflows Require Approval Too

Posted on April 2, 2018September 28, 2018 by Konstantin Bredyuk

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

3 Biggest Pains of Cluttered Accountancy Firms

Posted on March 27, 2018July 12, 2018 by Masha Komarova

One of the major recurring challenges experienced by the typical SMB accountancy firm is the dreaded paper trail. Paper documents – such as expense receipts,