Learn about a Xero-based app stack for efficient financial management and budget control in schools and colleges. Featured tools including Xero and Hubdoc (data automation, coding and document management in Xero), ApprovalMax (approval automation) and Monty (budgeting and reporting).
The webinar highlights best practices of the tools and discusses process setup to address efficiencies in source document entry and approvals, financial controls and delegations, spend management, and budget preparation and reporting challenges. These tools provide solutions for administrators managing in-house finances, and for financial service providers assisting New Zealand schools and colleges.
Having gone through the first weeks of lockdown, many businesses are starting to look around for best practices on handling the scaled down operations and optimising existing resources.
Clearly, for successful operation further on, essential is the ability to simulate various development scenarios as well as having the resilience to support them.
In our panel discussion with Mazars UK we'll be looking at ways to achieve such resilience for both financial service outsourcing teams and a variety of client businesses.
As an accounting and advisory practice or an individual financial professional you are likely to feel additional pressure due to the intensifying necessity of working from home (WFH) and social distancing that increase challenges of collecting financial authorisations for AP and AR documents in any non-digital form.
In this demanding situation, it is high time to completely move away from paper- or email-driven approval routing in favour of fully automated approval workflows, which reach the designated approvers in an instant and ensure that the time effort for audit preparation meets efficiency standards.
The best practices will be shared at our 30-minute demo by Konstantin Bredyuk, Director of Product at ApprovalMax.
Find out about the latest in pre-accounting and approval automation at our joint webinar with Receipt Bank! We look forward to welcoming you with a compelling agenda covering the following key aspects of Xero-based Bill Automation:
The ApprovalMax product overview will be delivered by Konstantin Bredyuk, Director of Product at ApprovalMax. Warren Moir, UK Partner Enablement Manager will present the product overview of Receipt Bank.
Get a true expert opinion on outsourced accounting and advisory for early-stage technology businesses and international subsidiaries. Our partner - Louise Partridge, Managing Director at Merryhill Accountancy Services - shares valuable insights on this complex topic.
We cover the full client management cycle: from client engagement and figuring out the right service scope for a particular business to selecting the right Xero-based app stack and setting up proper business processes with data automation.
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?
Watch this webinar to find out all about the latest know-how and best practices for establishing cloud-based approval automation to Xero.
First-hand experience is 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.