ApprovalMax
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Bookkeeping Success Your clients' AR & AP function an ideal service for you both
What is an ideal bookkeeping service?
Bookkeepers: Ideal bookkeeping services are those that make good money, can be replicated at scale, make you more indispensable to your clients and fit your existing skill sets.
Clients: Ideal bookkeeping services to outsource are those that someone else can do more effectively and efficiently, that can be precured reliably and be performed by a trusted professional.
Joining the dots: The Accounts Payable/Accounts Receivable functions (when effectively outsourced) fit the definition of an ideal bookkeeping service. Great software tools and support resources are key to the necessary operational efficiency and scalability, while a properly fleshed out business model is essential to articulate the service offering to clients and prospective clients. This webinar looks at both aspects to assist in refining this business offering.
Join us for an insightful webinar on mastering end-to-end accounting solutions that will help you deliver unparalleled value to your clients with a win/win outcome. Learn how to create a seamless, scalable process that not only meets your clients’ current needs but is also effortlessly scalable as their businesses expand.
Key Takeaways:
- Positioning AP/AR as a service line in your bookkeeping business; including considerations for your business model, pricing and marketing.
- Gain a comprehensive understanding of AP and AR processes, from purchase order creation to invoice approval and payment processing.
- Explore the common issues that businesses face when managing accounts payable at scale, including inefficiencies, errors, and fraud.
- Learn how to create robust and flexible AP and AR workflows that can handle increased volume and complexity as your clients' businesses grow.
- Discover the latest tools and technologies that can streamline the accounts payable and accounts receivable processes, ensuring accuracy, compliance, and faster payment cycles.
zhlédnutí: 33

Video

Reignite Your Passion: How Accounting Automation Can Improve Your Wellbeing
zhlédnutí 42Před 7 hodinami
Are you a bookkeeper feeling overwhelmed by endless spreadsheets, manual data entry, and tight deadlines? Do you find yourself questioning your career choice due to constant anxiety and exhaustion? It's time to reclaim your passion and achieve the work-life balance you deserve. In this webinar, we will explore how modern accounting automation tools can not only streamline tedious tasks but also...
How to Create a Contact or Vendor in ApprovalMax
zhlédnutí 33Před 9 hodinami
This How-To Video outlines the process for creating a Contact or Vendor in ApprovalMax
How To Approve via Email
zhlédnutí 22Před 9 hodinami
This How-To video outlines the process for approving via email.
How to Use Workflow Version History feature
zhlédnutí 107Před 14 dny
The Workflow version history in ApprovalMax refers to the ability to track and view changes made to a workflow over time. The feature is available for Organisation Administrators and Account owners under Advanced or Premium subscription plan.
How ApprovalMax Transformed Star Community Services: Insights from Patsy Wilshire
zhlédnutí 15Před 21 dnem
Find out how ApprovalMax made a big difference for Star Community Services. Patsy Wilshire and Brendan Lucas discuss how our tool improved their approval process and made their workflow smoother. "ApprovalMax has provided everything it promised, and we’re very satisfied." - Patsy Wilshire, Star Community Book a demo with us to see how ApprovalMax can streamline your processes: approvalmax.com/r...
Unlocking AP as a service: How to manage risk and reduce costs with technology
zhlédnutí 67Před 21 dnem
These days, a growing number of accountants and bookkeepers offer accounts payable as a service to expand their services, grow revenue, and create a better experience for their clients and teams. Watch this webinar and learn how to offer AP as a service, set up smart AP processes, and boost efficiency, while managing risk and accountability. Kelvin Deer from ABN will be joined by Nikki Douglas,...
ApprovalMax 2024: July Product Update
zhlédnutí 310Před měsícem
In this webinar we cover ApprovalMax Capture and ApprovalMax Pay (Beta) - two new products launched at Xerocon London - along with updates for Review Step, Editing for Approval, Support for Journal Entries, and more.
Unlock the Power of NetSuite and ApprovalMax: An Insider's Perspective
zhlédnutí 71Před měsícem
During this exclusive webinar you'll learn: - how Yoco is automating their approval workflows with ApprovalMax - tips and tricks for optimizing your NetSuite and ApprovalMax implementation - practical advice for driving efficiency and productivity in your finance team.
Scaling Success with Digital Transformation | Webinar
zhlédnutí 25Před měsícem
Join Stuart Hurst, Founder of 10 Cloud Accounting and Head of Accounting at ApprovalMax, as he delves into the incredible story of Postworks, a client which skyrocketed its business through digital transformation. In the webinar, hear about: 👉 The complete digital journey, from process mapping to implementation 👉 The tech stack that fueled Postworks' growth and automation 👉 Strategies to increa...
Accrual Reports in ApprovalMax
zhlédnutí 199Před měsícem
Accrual accounting records revenues and expenses when they are incurred, regardless of when the respective cash transactions are made. Accruals in ApprovalMax provide a comprehensive solution that allows you to create accrual reports, generate journals based on them, submit them for approval and, ultimately, post them to Xero. Note: This functionality is currently available in beta. Please cont...
How to 10x your financial controls and reporting in 2024
zhlédnutí 193Před 2 měsíci
ApprovalMax and Syft Analytics are proud to be app partner finalists in the UK Xero Awards, and ‘Global App Partner of the Year’ finalists in the South Africa Xero Awards 2024! To celebrate, we’re hosting a webinar with our experts to share what we believe to be the gold standard in financial controls, automated workflows, data insights, and reporting. Our guest speaker, Jim Leeves from Shapes,...
See how ApprovalMax helps Brendan Lucas better manage cash flow and accounts payable ⚡
zhlédnutí 40Před 2 měsíci
⚡ Get started with ApprovalMax today ⚡ Set up an approval workflow and let automation do all the heavy lifting for you! Learn more: eu1.hubs.ly/H09M_Vp0
How ApprovalMax helped Stuart Hurst manage risk and build future ready processes for his clients ⚡
zhlédnutí 26Před 2 měsíci
⚡ Get started with ApprovalMax today ⚡ Set up an approval workflow and let automation do all the heavy lifting for you! Learn more: eu1.hubs.ly/H09M_Vp0
Lara Manton explains how ApprovalMax helped clients gain control of their financial processes ⚡
zhlédnutí 39Před 2 měsíci
⚡ Get started with ApprovalMax today ⚡ Set up an approval workflow and let automation do all the heavy lifting for you! Start a trial now: app.approvalmax.com/register
Angela Bierman shares what life is like since implementing ApprovalMax ⚡
zhlédnutí 70Před 2 měsíci
Angela Bierman shares what life is like since implementing ApprovalMax ⚡
How to use ApprovalMax Capture
zhlédnutí 997Před 2 měsíci
How to use ApprovalMax Capture
How to use ApprovalMax Pay
zhlédnutí 381Před 2 měsíci
How to use ApprovalMax Pay
How to create Xero Batch Payment Approvals
zhlédnutí 460Před 3 měsíci
How to create Xero Batch Payment Approvals
How to improve the quality and value of your bookkeeping clients in 90 days
zhlédnutí 212Před 3 měsíci
How to improve the quality and value of your bookkeeping clients in 90 days
How to protect your business with stronger financial controls with Xero
zhlédnutí 141Před 3 měsíci
How to protect your business with stronger financial controls with Xero
ApprovalMax Product Updates: discover our new feature releases so far in 2024
zhlédnutí 513Před 5 měsíci
ApprovalMax Product Updates: discover our new feature releases so far in 2024
Unlocking Efficiency: Identifying Ideal Clients for ApprovalMax
zhlédnutí 136Před 5 měsíci
Unlocking Efficiency: Identifying Ideal Clients for ApprovalMax
How to build robust financial controls for businesses in the construction industry
zhlédnutí 114Před 6 měsíci
How to build robust financial controls for businesses in the construction industry
ApprovalMax announces participation in Intuit Developer Growth Program
zhlédnutí 663Před 8 měsíci
ApprovalMax announces participation in Intuit Developer Growth Program
How to connect ApprovalMax to Slack
zhlédnutí 457Před 8 měsíci
How to connect ApprovalMax to Slack
How to set up two-factor authenticator in your ApprovalMax account
zhlédnutí 2,5KPřed 8 měsíci
How to set up two-factor authenticator in your ApprovalMax account
How to eliminate tedious accounting tasks with automation
zhlédnutí 624Před 9 měsíci
How to eliminate tedious accounting tasks with automation
ApprovalMax 2023: Year in Review Webinar
zhlédnutí 408Před 9 měsíci
ApprovalMax 2023: Year in Review Webinar
Tightening financial controls for bookkeeping clients
zhlédnutí 253Před 10 měsíci
Tightening financial controls for bookkeeping clients

Komentáře

  • @hassanmaje5849
    @hassanmaje5849 Před 10 měsíci

    When copying a Bill or PO does it also copy the documents attached from the original request? If attachments are also copied it would make it easier for requesters to summit requests faster without having to upload attachments again in the event the same attachments are needed. If the copied attachment is not needed it can always be deleted by the requester.

  • @tonykear4494
    @tonykear4494 Před 3 lety

    Can admins do these task or just the account owner?

    • @Approvalmax
      @Approvalmax Před 3 lety

      Hi Tony, By default it is done by account owner only. But we now have "Practice Staff" feature that allows certified Partners to add their stuff members as Managers into the Account and then this managers will be able to manage Billing & Subscriptions. Feel free to get in touch with us using this form: support.approvalmax.com/portal/en/newticket Regards, ApprovalMax Team

  • @stubut111
    @stubut111 Před 3 lety

    Is it possibly to raise a blanket purchase order through approval max?

    • @Approvalmax
      @Approvalmax Před 3 lety

      Hi Stuart, yes you can create a new purchase order in AppovalMax, please read more about it here: support.approvalmax.com/portal/en/kb/articles/how-can-i-create-a-purchase-order-in-approvalmax

  • @nunocosta5105
    @nunocosta5105 Před 3 lety

    How could I have training of ApprovalMax

    • @Approvalmax
      @Approvalmax Před 3 lety

      Hi Nuno, please contact us at support@approvalmax.com and we'd be happy to help.

  • @brnobiking
    @brnobiking Před 3 lety

    Nice walkthrough Konstantin