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 […]

Generic Workflows Require Approval Too

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 financial approvals, including Purchase Orders, Bills, Sales Invoices and Credit Notes. The benefit of using ApprovalMax is that it allows managers to retain control over who should approve these financial […]

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 […]

Exceptions Handling in ApprovalMax: The Top 5 Features

In every single business, there are default processes. And there are exceptions to the default processes. Having the ability to accurately and flexibly reflect these exceptions in your company’s systems is key to maximizing your competitive advantage. This is why the ApprovalMax platform has a number of features focused squarely on exceptions handling, helping to […]

New Feature: Create and Approve POs Outside of QBO Online

If you’re running a small or medium-sized business, then you’ll know just how important it is to use an online accounting tool. Preferably one that keeps everything organized in one place, records your sales, tracks your spending, and can hook up with your bank accounts to make sure accurate and up-to-date information is at your […]

Setup Multi-step Bill Approval Before Paying with Bill.com

Many companies take the Swiss Army Knife approach to tracking and paying Bills, opting for more than one software platform for specific tasks. For instance, there are Xero users who prefer to pay their Bills via Bill.com due to its user-friendly interface and handy smartphone app. However, the approval workflow available with Bill.com is quite […]

Why It Makes Sense to Cross-check with Your Original Bills

You don’t need us to tell you that running a business means you are constantly spinning a whole bunch of plates. Every now and again one of those plates will wobble; occasionally that wobble will turn into an almighty crash; and then you have a mess to clear up. That’s why making sure small errors […]

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, […]