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 […]

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 […]

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 […]

How global recruitment company hits 100% accuracy processing expenses

ApprovalMax is great! It saved us 20+ hours per month processing invoices. The automated workflow is clever and quite flexible, and the staff members loved approving via email.” – Andy Dao, Finative Consultant: Andy Dao of Finative. Andy established Finative to provide innovative business and financial solutions to clients. Client: A global company providing recruitment, talent […]

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. […]

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 […]

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 […]

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, […]