Gabriel Kierzemblat Hilary Dyson Alex Keselman David Tuck

Scale your Approvals Process as a Bigger Team

A session with Hilary Dyson , Alex Keselman , Gabriel Kierzemblat and David Tuck

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About this Session

Have you been wondering how you can scale approvals with Xero, instead of having to migrate to an ERP system? We've got the webinar for you.

Part of our series, Building an Enterprise-Level System with Xero. You might think you're outgrowing Xero. But this series proves that if you know what’s available, Xero and its app ecosystem can prevent the need to install a complex and expensive ERP system.

Join us and our approvals partner, ApprovalMax, on Wednesday, 27 Sep 2023 10:00 - 10:30 BST for top tips on how to level up your approvals game and successfully scale your business with Xero.

What to expect:

  • Exploring the pains approvals manifests for larger Xero users.
  • Real-world experiences from a finance leader who has grappled with these issues themselves.
  • Solutions from a Xero app ecosystem expert, Hilary Dyson from Bridge Financials.
  • Plus actionable insights from the team at ApprovalMax.

We'll be diving into the challenges of scaling approvals as your team grows. Explore how you can streamline your workflow, eliminating the need for countless emails and manual routing. Learn how to set up tailored workflows, automate approval processes, and ensure timely decision-making, even as your team's complexity increases.

Q&A from the live webinar

Q1: Many business owners like to review a folder full of paper invoices before signing off a payment batch. is there anything in the Xero ecosystem that allows compiling/batching of electronically stored invoices for review in one file, avoiding the need for invoices to be printed, or viewed one by one in Xero?

A1: Alex Keselman: Please send me an email: alex.[email protected], I’d be happy to show you the solution.

Q2: I have approvalmax and I love it! But could you quickly outline the recent new things it can do as I struggle a bit with BAU and implementing new changes with a financial reporting team of 1 :-)

A2: Alex Keselman: Thank you so much for your kind words. I’d be happy to show you what’s new. Things like GRN, Workflow version history, Manual Journal workflows, etc. Feel free to reach out at [email protected].

27 September 2023, 10:00 AM

10:00 AM - 10:45 AM

About The Panel

Hilary Dyson

Hilary Dyson

Bridge Financials

Alex Keselman

Alex Keselman

Solutions Engineer, ApprovalMax

Gabriel Kierzemblat

Gabriel Kierzemblat

CFO, The Lost Explorer

David Tuck

David Tuck

Co-Founder & CEO, Mayday

David Tuck


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