Tag: Workflow

How to add approvals after processing bills in Receipt Bank

When your business regularly deals with hard copies of bills, invoices, and receipts, it can be a real challenge to

If you’re in charge of running a professional services company, such as an accountancy firm or design agency, then you’ll

As a financial workflow platform, we’ve been gaining a positive reputation for adding real value to Xero. Our software was

The challenges of approvals in an accounting system and how to master them The idea behind ApprovalMax is plain and simple,

In every single business, there are default processes. And there are exceptions to the default processes. Having the ability to

If you’re running a small or medium-sized business, then you’ll know just how important it is to use an online

You don’t need us to tell you that running a business means you are constantly spinning a whole bunch of

Good News! You can now automatically change Date to Lock Date + 1 Day after approval. As a Financial Director

What to do when going on leave Everybody loves holidays, and going on a business trip or attending some training can

“Force decision button” in approval request. How to resolve a request that got stuck Imagine people at a construction site need to

How to handle exceptions from the approval workflow One of the most desirable features in ApprovalMax is the one for handling

Let us share with you another ApprovalMax feature that will help to set up robust Bills / Purchase Orders /