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Budget control and authorisations for schools and universities

Budget control and authorisations for schools and universities

There are several reasons why schools often struggle with budget control. Not only are budgets tight and reporting requirements strict, the budget holders are really busy with teaching tasks and this doesn't leave enough time for administrational work. Lots of varied expenses mean schools get hundreds of invoices every month and if they are processed manually, approving and storing them on paper for audits involves a great deal of time and effort.
That's why ApprovalMax helps schools set up efficient paperless approval workflows to save time and enable remote co-operation. Automatically created searchable reports give a complete picture of all approval-related details, which simplifies audits significantly.
How ApprovalMax streamlines accounts payable
for schools and colleges:
  • 1
    Complete eradication of error-prone manual or email-based authorisations
  • 2
    No more time spent on approver chasing and approval routing
  • 3
    Option to guide requesters on best value for money
    in terms of supplier choice
  • 4
    Centralized spend control for multi-academy trustswith multi-step multi-level
    workflows that can easily be replicated and quickly modified
  • 5
    Automatically generated audit reports attached to every purchase order and bill
  • 6
    Full audit readiness and ensured regulatory compliance
Learn all the details of setting up financial controls for schools from our dedicated
playbook!
What our customers say:
  • Sandy Dunn
    Director
    SOLUTIONS AND SERVICES
    “ApprovalMax is the perfect tool for schools wanting to move to a paperless system. By significantly increasing the efficiency of approvals, ApprovalMax speeds up transaction management processes considerably. It provides busy teaching staff with easy and quick access for approving invoices, and saves finance administrators a lot of time. Combined with Xero and Hubdoc, ApprovalMax ensures a seamless management of the payables process and also generates automatically detailed audit records.”
  • Sam King
    Head of Xero and X for Education
    THORNE WIDGERY
    “Value for money is best achieved by implementing efficient and transparent workflows. They deliver accurate finance data, show how money has been spent, where there’s room for improvement, and even control who can purchase what from which supplier. It’s high time for the education sector to stop using those outdated paper-based processes! Implementing Xero and ApprovalMax improves overall efficiency and those in charge of the academy finances can see that.”
  • Alys Freeman
    Business manager
    WELLINGTON GIRLS COLLEGE
    “We got ApprovalMax for the paperless distribution of invoices and easy tracking of the approval process. It also lets us set up multiple approval levels depending on invoice amounts. In general, it saves us a lot of time. Suppliers are encouraged to email their invoices straight to Hubdoc and the finance department makes sure they go directly to the responsible budget holders, who’ll find a digital copy in their ApprovalMax records. So, nothing gets lost any more. Every invoice with the complete approval history is stored in Xero, which has significantly reduced both the on-site visit time for annual audits and follow-up enquiries.”
  • Álvaro Arranz
    Financial controller
    FIREFLY
    “ApprovalMax helped us pass an external audit, allowing us to address some points raised previously. This gave us the opportunity to focus on more productive issues, while minimising the time spent on audit preparation”
Our clients' stories
  • A leading New Zealand accounting and advisory practice enables cloud-based budget control for schools
    How ApprovalMax ensures transparency and control throughout the approval process, and allows the setup of multiple budget holder scenarios for schools.
  • Cost efficiency and spend control for academies
    of all sizes
    How implementing cloud technology enables centralised spend control for academies and multi-academy trusts.
  • Find out how a revolutionary leader in digital education established much-needed spending and revenue control
    How ApprovalMax helps Firefly signal the future of education - a cloud-based transformation story by a leading UK EdTech start-up.
  • Enabling a paperless accounting environment
    in a New Zealand school
    How going digital transformed the accounting function of a college to save lots of paper and time for all participants of the approval process.