Every month, accounting firms spend hours manually handling ApprovalMax disbursements—sorting charges, generating invoices, and ensuring all costs are accounted for. This manual process not only eats into valuable time but also increases the risk of missed charges. Rechargly offers a smarter way.
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Automate ApprovalMax Disbursements Effortlessly with Rechargly
Managing disbursements for ApprovalMax manually can be a slow process. Each month, you receive a single invoice covering multiple clients, but before you can recover those costs, you need to:
- Identify which clients are included
- Create separate invoices
- Send them out and reconcile everything manually
This manual disbursement process is full of admin, making it harder to stay on top of billing and ensure all costs are passed on correctly. However, there’s an easier way to do it.
This blog covers the common challenges accountants face around disbursements, and how Rechargly automates ApprovalMax disbursements to save time and improve billing accuracy.
Why Automate your Manual ApprovalMax Disbursements
When you receive an invoice from ApprovalMax, you’re faced with a common question: how do you allocate the right charges to the right clients quickly and without errors?
Because these invoices often include multiple organisations, manually tracking each charge is tricky. Without automation, firms run into these problems:
- Missed charges: Manually mapping charges across multiple clients increases the risk of missing billable items.
- Time-consuming reconciliation: Reviewing ApprovalMax invoices, mapping them to clients, and reconciling costs in Xero takes time—time that could be spent on higher-value tasks.
- Billing delays: Late invoicing means delayed client payments, which can disrupt cash flow.
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