Tag: How To

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

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

How to Make Your Boss Happy

Posted on March 27, 2018May 6, 2021 by Konstantin Bredyuk

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

New Feature: Budget Checking During Bill and PO Approval

Posted on February 8, 2018May 6, 2021 by Masha Komarova

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

Product Update: Fraud Detection Capability

Posted on October 6, 2017January 18, 2023 by Masha Komarova

As your business grows and processes expand, it’s vital to keep control and accountability over your accounting data to protect against unwanted changes. Fraudulent activity

How is Bill to PO Matching Reflected in Reporting?

Posted on August 30, 2017May 6, 2021 by Masha Komarova

We recently announced a major enhancement to the ApprovalMax platform: Bill to PO Matching – click the link to find out more. The next step

New Feature: Bill to PO Matching

Posted on August 9, 2017May 6, 2021 by Masha Komarova

We tackle each new feature and improvement made to ApprovalMax with a simple goal in mind: to make your life easier. And that’s precisely what

Introducing Bill Accrual Reports for ApprovalMax

Posted on July 27, 2017May 6, 2021 by Masha Komarova

The reporting functionality available in ApprovalMax is particularly popular with our users, and we’re pleased to announce a brand new enhancement to it: Bill Accrual

How to Set Up Purchase Order Requester Restrictions

Posted on July 7, 2017May 6, 2021 by Masha Komarova

The ability for employees to raise Purchase Orders directly within a system is a big plus for companies with a large asset turnaround. It helps

Supplier vs Contact – Here’s How It Works

Posted on June 12, 2017May 6, 2021 by Masha Komarova

Some time ago we released our ‘Supplier Creation’ feature, which allows users to create a new supplier from directly within the ApprovalMax platform. The new

How to Set up Approval Workflows

Posted on May 11, 2016May 6, 2021 by Konstantin Bredyuk

How to configure complex approval scenarios with just a few clicks What makes ApprovalMax such a powerful tool for designing complicated approval workflows without a single

How to Force Approval of Pending Requests

Posted on May 11, 2016May 6, 2021 by Konstantin Bredyuk

“Force decision button” in approval request. How to resolve a request that got stuck Imagine people at a construction site need to order some materials so that

How to Set “Default Approver”?

Posted on April 10, 2016May 6, 2021 by Konstantin Bredyuk

Let us share with you another ApprovalMax feature that will help to set up robust Bills / Purchase Orders / Credit Notes etc. authorization process.