As cloud solution implementation specialists, the team at Scope Solutions is always exploring new technology developments to understand how to help clients build better processes. That’s how they first came across ApprovalMax, at Xerocon in 2017. “We began testing bill approvals, which was great – it added a lot of value to what was quite a basic process in Xero at that time,” says Pokharel.
From there, Scope has continued to expand its use of ApprovalMax with clients as new features, like bill-to-PO matching and budget checking, were added. This has resulted in big improvements for clients across the board.
“One common benefit across all clients using ApprovalMax is that their approval speed has improved a lot,” says Michele Hili, Finance Solutions Team Lead at Scope Solutions.
Before, clients would say “I don’t know how this was approved”. Now, they’re comfortable knowing that if a document ends up in Xero it was meant to be there because it’s gone through all the right approvals. “We’ve had very good feedback about ApprovalMax since it lets them focus on approving what’s important,” Hili says.