HARVEST APP AUDIT TRAIL ON APPROVALS MANUAL

Tinka implemented ApprovalMax alongside a data-entry tool to centralise this process, and the result was a saving of AUD$39,000 per year across the businessвЂ™ 30 staff. One of their clients was using email-based approvals, which often resulted in people losing or missing emails. Tightening up the approval process and using ApprovalMax has paid off for cloud financial consulting business, Tinka Consulting, that helps small businesses be more efficient and productive. Approvers are notified via the ApprovalMax app so they can take the next steps, all from their desktop or mobile, without needing to log into Xero. Then items, like bills and POs, can be marked as вЂAwaiting ApprovalвЂ™ in Xero, and ApprovalMax will import that data automatically. It allows businesses to determine staff authorisation levels, and create rules that send approvals to the right person based on criteria such as account codes, spend levels and others. Key to this efficiency is the way ApprovalMax pulls information from Xero and structures approvals. By eliminating paper and email-based approvals, we can save staff time, boosting overall efficiency,вЂќ says Helmut. вЂњApprovalMax really facilitates automated paperless approvals. ApprovalMax automates this process in the cloud, so staff can focus their time on more important things.

HARVEST APP AUDIT TRAIL ON APPROVALS MANUAL

Working out these details can be a very manual process that eats into precious staff time. So what does this mean in practice? For businesses that have different staff managing different budgets across their operations, keeping on top of where money is being spent, by who, and on what, can be challenging. Focussing on automating the approvals process for billing and expenditure, ApprovalMax helps businesses create a system where all invoices, bills and POs are approved by the right people, with the delegated authority to do so. Building from experienceДЇounded in 2014, ApprovalMax was created with a vision to help businesses transform their daily operations and make them more efficient. Co-founder and Director of Operations, Helmut Heptner, tells us how ApprovalMax helps businesses save time and create more efficient workflows, all while keeping the auditors happy. Д¬ongratulations to our June app partner of the month, ApprovalMax вЂ“ a sophisticated approval automation app for sales invoices, bills, purchase orders (POs) and more.

Find out more about becoming a Xero app partner here. Each month we celebrate an app partner who stands out for helping small businesses thrive. Xero connects with over 1,000 apps that help small businesses and their advisors succeed, with most available in our app marketplace.

Harvest app audit trail on approvals