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? […]

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, […]

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 […]

Product Update: Fraud Detection Capability

As your business grows and processes expand, it’s important to know that you retain a degree of control and accountability. Particularly when it comes to accounting data, and securing it against unwanted change. While such unwanted change can result from simple human error, purposeful fraudulent activity of any kind is a major concern for businesses […]

How is Bill to PO Matching Reflected in Reporting?

We recently announced a major enhancement to the ApprovalMax platform: Bill to PO Matching – click the link to find out more. The next step in rolling out this brand new feature is extending it to our reporting capability. The ApprovalMax reports now include Bill to PO Matching data, meaning you can present data on […]

New Feature: Bill to PO Matching

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 our latest enhancement to the platform’s Purchasing Solution has been designed to do. In this brief blog post, we’ll introduce you to our much improved Bill to Purchase Order Matching […]

Introducing Bill Accrual Reports for ApprovalMax

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 reports for Xero. The Bill Accrual reports feature has been highly anticipated by companies that practice accrual-based accounting, and that strive to minimize manual entry of the accrued liabilities in […]

How to Set Up Purchase Order Requester Restrictions

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 avoid a deluge of request emails being sent to the Supply Manager, overwhelming them in the process with multiple unsorted requests. For those companies who do rely on email when […]

Supplier vs Contact – Here’s How It Works

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 supplier is then processed in Xero, and added to the Xero suppliers list. Existing users will now see this feature during setup, with Admins offered several options as to what […]