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

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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 don’t pile up is crucial to the success of your business. Sticking with the plate spinning analogy for just a little bit longer (we promise, it’s almost over), these small – and entirely avoidable – errors can very quickly throw you off balance.

So, when it comes to your Bill approval process, accuracy is of the utmost importance. And ApprovalMax can help you achieve it.

Check, Please!

To ensure your business is paying for the goods and services it requires (and nothing more), our lightweight financial approval platform allows you to check that the data from the original Bill has been extracted correctly from Xero.

You may want to do this purely for peace of mind, or perhaps as part of a stricter financial compliance process – either way, ApprovalMax syncs with Xero to pull through the original Bill, allowing you to double check all the pertinent details.

But Isn’t That More Hassle Than It’s Worth?

No! That’s the beauty of ApprovalMax – it’s streamlined and very easy to use. And by seamlessly interfacing with Xero, you’ll be sure you are reviewing accurate and up-to-date data each and every single time.

What’s more, you don’t need to exit the ApprovalMax platform to double check the Bill amount, nor do you need to download it to your hard drive. Simply click on it and it will open an in-window preview of the Bill for you to review.

Cross-check, Anytime, Anywhere

One of the best bits about this feature is its availability within our smartphone app (which is available for download on both iOS and Android).

This means your approval process won’t grind to a halt when you’re out of the office at a meeting or a conference. You’ll simply receive a push notification informing you of a new approval request, and if you have a query over the amount, you can quickly open the Bill preview on your phone or tablet to double check.

No need to wait until you’re back at your desk, keeping everything moving forward as it should.

Keep Things Running Smoothly with ApprovalMax

Small errors soon add up, so making sure you are approving Bills for the correct amount, and paying for goods and services that your business actually ordered, is incredibly important.

The last thing you need if and when an audit rolls around is a number of mismatched approvals. Use ApprovalMax, and that worry will be a thing of the past.

If you’d like to find out more about how this, and ApprovalMax’s other features, can help your business run smoothly, click here.
And if you’d like to give it a go, sign up for your no-risk 30-day free trial here.


Do you have questions? Email us at info@approvalmax.com or register for our next webinar: for UK & US and for AU & NZ.

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Yours,

ApprovalMax Team

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