Is your or your client's quickly growing business challenged with scaling and retaining control over accounting operations at the same time?
Are you interested in learning about clear and transparent authorisation processes for multiple remotely located entities as well as introducing centralised spend control?
At our webinar you'll find out all about the latest know-how and best practices for establishing cloud-based approval automation to Xero.
First-hand experience will be shared by our guest speaker - David Wieseneck, VP Finance at letgo; one of the early technology adopters who has been using our product for all kinds of company spending management for over 3 years now.
Following Xero's Cash Flow App Advisory Playbook, we take a deeper dive into the capabilities of a bill automation app stack and the benefits they bring.
A particular focus is laid on approval workflows and end-to-end automation scenarios, including OCR integration, as well as other methods of receiving Bills such as Xero's latest "Email to Bill" function.
Finally, we outline general templates for an efficient approval workflow process and its configuration, derived from the many implementations our product team has performed.
The technology overview is led by Konstantin Bredyuk, Director of Product at ApprovalMax.
Watch this webinar for a discussion and a best practices session led by one of the leading Australian advisory firms: Lucent Advisory, a Xero Accounting Gold Partner.
This webinar highlights the technology and process transformation guidelines that Lucent Advisory employed to achieve the highest level of customer satisfaction and process efficiency for invoice processing.
The expertise is shared by Fraser Barry, Manager Outsourced Finance Services. Fraser's motivation comes from helping clients realise the true potential of their business by harnessing the latest accounting tools and technology, and supporting them along their journey.
At the webinar we reveal effective ways for not-for-profit organisations to establish financial controls. The webinar highlights technology and business process transformations, and provides guidelines for not-for-profit accounting, whether your organisation or accounting firm is in this sector.
Expertise is shared by Paul Struckman, Director at Balanced Chartered Accountants and a certified Xero partner. Paul has a passion for finding relevant and simple solutions to real-world problems, driving operational efficiency through clutter-free accounting.
Paul has one motivation: to improve the lives of people in business. With years of experience in his field, including KPMG and a publicly listed company, Paul saw the opportunity to build a client-driven accounting practice, with no bureaucracy or baggage; just great use of technology, expert advice from his team and close-knit client relationships.
Learn industry best practices for establishing full spend control, increasing financial data quality, and optimising company spending.
We will walk you through the common pitfalls and stumbling blocks of PO raising and processing, bill to PO reconciliation, fraud prevention, and expense authorisation.
The best practices will be shared by Konstantin Breduyk, Director of Product at ApprovalMax. With his roots in business process management and optimisation software development, Konstantin has consulted multiple clients with profiles ranging from SMB to governments and industry tycoons, and holds unique knowledge of best case scenarios of company spend management and the most common process inefficiencies and fallouts both from the finance and technology perspectives.
Learn about the best practices for implementing a fully digital ecosystem with direct focus on expense management and company spending optimisation.
The exclusive advice is shared by Anthony Burman, CFO of Fieldays Society, one of the largest non-for-profit agribusinesses in the Southern Hemisphere. Anthony joined the Society in July 2015 in the CFO role and has undertaken a major transformation both of the accounting systems and the practices.