Maximise approval automation: Top 11 resources for bookkeepers and accountants

ApprovalMax is the solution for streamlining invoice and purchase order approvals. Our top resources for bookkeepers and accountants include eBooks, guides, blogs, and webinars that cover topics such as increasing efficiency, establishing financial controls, and improving client collaboration.

Read on to discover ApprovalMax resources designed to help you streamline your processes and take your bookkeeping to the next level.

Streamline your processes and improve collaboration with our top resources: Ebooks, guides, blogs and webinars

1) The bookkeeper’s guide to efficient invoice approvals

Authorising invoices and purchase orders may seem straightforward, but are you doing it in the most efficient way? Traditional methods such as emailing invoices and chasing approvals can be time-consuming and lead to delays.

Learn how approval automation simplifies the process, eliminates manual work, improves data quality, streamlines audits and enhances collaboration with clients.

Download now

2) 12 ways approval automation improves your experience with Xero

Xero is a widely-trusted online accounting software for small businesses, accountants, and bookkeepers. However, when it comes to tighter controls in the approval process, Xero might not be enough.

Learn how to use ApprovalMax to complement Xero and establish flawless processes and improved controls.

Download now

3) How to add strategic value to your most important clients and provide additional services

Looking to keep your top-tier clients and deliver better outcomes?

This guide is a must-read if you want tools to help you broaden your business offering and deepen client relationships for the year ahead and beyond. 

Download now

4) Spend control with ApprovalMax

Managing finances, adhering to audit requirements, and producing accurate reports are often reported as time-consuming, high-demand and error-prone tasks.

Download our guide to learn how ApprovalMax can help you implement airtight spend control measures.

5) 7 productivity killers — and how accountants and bookkeepers can avoid them

Discover the 7 most common productivity roadblocks for bookkeepers and accountants and learn how to boost individual productivity and accounting team efficiency

Read more

6) New financial year accounting – The essential tech-stack to-do list

Tired of spending countless hours chasing documents, preparing reports, and reconciling accounts? Learn how to streamline your end-of-financial-year process with clear procedures and the right tools

Read more

7) Establishing financial controls using a Xero-based bill automation app stack

Discover the importance of financial controls and learn how to implement them using a Xero-connected bill automation stack for greater efficiency and accuracy.

Read more

8) How to establish a Delegation of Authority policy and stick to it effortlessly

Learn how to establish a delegation of authority policy and stick to it effortlessly, saving time and effort in document tracking, report preparation and accounting reconciliation.

Read more

9) Improving your spend control with budgets and budget checking in ApprovalMax

Discover how ApprovalMax’s budgeting and checking features can help your organisation improve spend control by setting budgets and comparing invoices to them.

10) If you don’t measure it, you can’t improve it: how to set smart KPIs for accounts payable and accounts receivable

Learn how to set smart KPIs for Accounts Payable and Accounts Receivable in this webinar with industry leaders ApprovalMax and Chaser.

11) Tips (and tools) to running a world-class remote AP team

Discover the best practices and tools for running a world-class remote AP team, ensuring smooth operation and productivity even when working from home.