Accounting & Finance Roundup – April 2018

Welcome to the ApprovalMax roundup, covering news and opinion published in April 2018. This month, we feature superb articles about the finance firms and cryptocurrency, fraud for small businesses, digital transformation and automation in finance, and more. A caveat: These are the opinions of the writers themselves. We don’t always agree with every argument presented […]

Main Industries’ Pain Points and How Approval Workflow Can Help

Infographic based on over 100 of ApprovalMax recent clients’ businesses Whether you realise it or not, your business has workflows. And important approval workflows can be introduced into any type or size of business, ensuring correct procedures are followed when paying your bills, making new purchases, or requesting reimbursement. In fact, any number of vital […]

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 […]

Accounting & Finance Roundup – March 2018

March 2018: News you won’t want to miss! Here’s another edition of the ApprovalMax monthly roundup of the best articles, and this time we’re looking at what has been published in March 2018. As we emerge into springtime, the accounting and finance world is busier than ever. But there’s still time to keep updated with the […]

How to Make Your Boss Happy

If your boss is the kind of person who’s always rushed off their feet, always pacing the office floor, always stressing about deadlines, meetings, or reports, then you shouldn’t see that as a negative. In fact, it’s an opportunity – a chance to don your cape and become the office hero every boss needs. Now, […]

The Top 5 ApprovalMax Features

The challenges of approvals in an accounting system and how to master them The idea behind ApprovalMax is plain and simple, but makes a real difference: it reliefs finance managers of the day-to-day pain and headaches of chasing Approvers. How we manage to do that? Well, one of the most annoying and disruptive things about running […]

New Feature: Budget Checking During Bill and PO Approval

Generally speaking, Bill or Purchase Order approval decisions need to take an allocated budget into consideration. This means Approvers have to contact colleagues and determine which budget was assigned to the Bill or PO, and how much of it is still available. And then they need to do the maths themselves to calculate if the […]

Automatically Move Invoices to the Next Financial Period

Good News! You can now automatically change Date to Lock Date + 1 Day after approval. As a Financial Director or CFO, you will undoubtedly have a lot on your plate. And with so much responsibility, no-one will blame you if you wish to get a headstart on your reporting. So imagine, if you will, […]

New Feature: Delegating Approval Tasks

What to do when going on leave Everybody loves holidays, and going on a business trip or attending some training can also be fun. However, someone else should cover for you while you are away or out of reach. Does ApprovalMax help you here? Of course it does! You can set up a Delegate for yourself, […]

Changing Approvers on the Fly

How to handle exceptions from the approval workflow One of the most desirable features in ApprovalMax is the one for handling exceptional cases which demand an on-the-fly change of Approvers. Say you’ve set up an approval matrix based on your corporate policy. But then a document is submitted which should be approved by different people, not […]