Pre-integrated with Xero, and providing for multi-step and multi-role approval workflows, ApprovalMax was the natural choice as our cloud approval system. The setup process was a breeze, and now all of our managers can approve their bills via ApprovalMax, without requiring access to Xero.

In addition to standard company spending, we've also used ApprovalMax to review and approve training budget requests - a major part of modern IT, and in EdTech especially. The way this works is that every employee has an annual training budget that they can request to spend on specific training sessions. Our employees have the opportunity to develop their skills and grow professionally, and the entire request process has now been streamlined thanks to ApprovalMax.

Having successfully dealt with our spending control challenges, we soon discovered another use for ApprovalMax: Revenue Management. We could control - and even increase - our revenue by generating, reviewing, and approving sales invoices, either for new customers, or for renewals with existing customers.

In the case of renewals, the request to generate sales invoices comes from our sales team. Once a sales invoice is generated, it's then reviewed and approved by a sales representative and the Head of Sales, before being sent to the customer.

However, it's our Account Management team who approve the invoices, and this would prompt them to contact our clients and have valuable discussions - even upselling before the renewal was sent. This allowed us to increase our revenue from existing customers, as well as enhance the satisfaction of new customers thanks to the correct, approved invoicing.