Tag: Workflow

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

Improve customer relations with sales invoice approval

Posted on January 16, 2019May 6, 2021 by Konstantin Bredyuk

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

Generic Workflows Require Approval Too

Posted on April 2, 2018September 28, 2018 by Konstantin Bredyuk

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

The Top 5 ApprovalMax Features

Posted on March 26, 2018May 6, 2021 by Konstantin Bredyuk

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:

Exceptions Handling in ApprovalMax: The Top 5 Features

Posted on March 22, 2017May 6, 2021 by Masha Komarova

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

New Feature: Create and Approve POs Outside of QuickBooks Online

Posted on October 20, 2016May 6, 2021 by Konstantin Bredyuk

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

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

Posted on September 8, 2016December 9, 2021 by Konstantin Bredyuk

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

Automatically Move Invoices to the Next Financial Period

Posted on July 21, 2016May 6, 2021 by Konstantin Bredyuk

Good News! You can now automatically change Date to Lock Date + 1 Day after approval. As a Financial Director or CFO, you will undoubtedly

New Feature: Delegating Approval Tasks

Posted on June 3, 2016May 6, 2021 by Konstantin Bredyuk

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

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

Changing Approvers on the Fly

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

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

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.