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 […]

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 […]

New Feature: Match Incoming Bills to Existing Purchase Orders

Here at ApprovalMax, our focus is on making your life that little bit easier with every new update and feature. That’s why we’re pleased to announce yet another enhancement to our streamlined financial workflow platform. But before we delve into the ins and outs of this new feature, let’s play out a little scenario … A […]

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 […]

3 Killer Features to Help You Pass an Audit with Ease

Finance managers faced with an audit, we feel your pain. We know they can be stressful. Whether it’s a mandatory internal check or an external body poring over your company’s financial data, you need to be able to quickly gather and disseminate vital information upon request. And one of the questions you will undoubtedly be […]

3 Reasons Why Your Business Should Embrace Paperless

If you work in a busy office environment, chances are you handle paper on a regular basis. From memos and reports, to purchase orders and invoices, it’s nigh-on impossible to avoid paper. And yet, there’s never been a better time to take your first steps towards transforming your business into a paperless enterprise. But why […]

New Feature: PO Creation from Within ApprovalMax

When it comes to Purchase Orders (PO), the two questions we are asked most often are: “How do I keep PO requesters out of Xero?” and “How do I keep requesters informed about PO approval?” Well, thanks to our newest feature – which has undergone weeks of private beta-testing – we can unequivocally answer both […]

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, […]

How to Set up Approval Workflows

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 line of coding? Multi-step approval workflows Approval rules that can be adjusted for each step with the help of the “approval matrix” We hate paper You probably have already tried to […]