Review before approving: Introducing the Review step
3 min read Businesses using Xero and QuickBooks Online can add an extra layer of oversight in ApprovalMax with our
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Tag: Quickbooks Online
How BMI Group saves 4 hours of work per week for 15 employees involved in the financial control process
How BMI Group saves 4 hours of work per week for 15 employees involved in the financial control process 3
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How Le Contrôleur used automation to reinvent remote approvals
Learn how ApprovalMax, the leading approval routing solution for QuickBooks Online, helps Le Contrôleur speed up month-end reporting.
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QuickBooks Online Users: How to create Expense requests and approval workflows using ApprovalMax
Good news – creating and approving Expense requests, and setting up multi-step approval workflows in ApprovalMax is now available for
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Bill-to-Purchase Order matching for QuickBooks Online
ApprovalMax’s handy ‘Bill-to-PO Matching’ feature saves you from having to physically compare and hunt around for individual paper or PDF
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What’s new in ApprovalMax: copying rules and workflows, and in-field calculations
New features we have just introduced: how and when to use them. 1. Copying rules Setting up an approval workflow
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Maximising productivity: 7 tips for accountants and bookkeepers
Is your workflow disrupted by distractions? Read our blog & learn how to overcome the 7 most common productivity blockers for accountants and bookkeepers.
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12 ways approval automation improves your experience with QuickBooks Online
Learn from our new ebook how to safeguard your QuickBooks Online data, establish spend control, ensure proper reporting and save
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ApprovalMax has a third-party security test in 2021 — passed!
The security of our users and their data is of the utmost importance to ApprovalMax. That’s why we are proactive
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Introducing Dext Prepare to the ApprovalMax integration for QuickBooks Online
The integration between Dext Prepare and ApprovalMax is now available to all our customers. It allows to combine the award-winning
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Paperless bill approvals for a US-based church
Walnut Creek Presbyterian Church in California is a religious organisation using fund accounting for their donor-designated funds. For quite a
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Approval automation for a B2B provider of language services: a spend optimisation success story
From purchasing equipment to new hires and travel expenses: find out how GLOBO uses ApprovalMax stand-alone workflows as well as
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New feature: creating bills from purchase orders
It is now possible to save time when creating a new bill, by copying a purchase order. This feature is
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How to establish control over purchasing outside of QuickBooks Online: a case study with Ferguson Accounting
Ferguson Accounting is a small accounting firm with 5 staff providing bookkeeping and accounting support to a number of not-for-profit
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Budget control and remote approvals for the distributed finance team of Davis College
Davis College is a university that educates future leaders to champion opportunity and sustainability in solving the world’s most pressing challenges.
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Webinar recap: bill automation tech stack for QuickBooks Online
We recently hosted a webinar about the Receipt Bank to ApprovalMax integration for QuickBooks Online and would like to share
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Establishing control for the purchasing process in an aircraft painting company
LandLocked Aviation Services is a leader in the aviation refinishing industry and based in Lake Charles, Louisiana. It’s a team
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Structured approval chains and automated audits for a non-profit organisation
Data Friendly Space (DFS) is a US-based non-profit organisation focused on providing data-centric applications to humanitarian organisations. In addition to
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Receipt Bank to ApprovalMax integration for QuickBooks Online [BETA]
This functionality is currently in beta. If you’d like to enable it for your ApprovalMax organisation, please contact us at
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How to create bills for QuickBooks Online directly in ApprovalMax
We recently added a new feature that allows to create bills directly in ApprovalMax, which increases data security and integrity.
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