What's included
A standard package, yet customised to your needs!
Create an automated workflow tailored exactly to your organisation’s needs
Review and approve bills and purchase orders wherever you are
Get automated audit trails and set up adjustable reports
Create an automated workflow tailored exactly to your organisation’s needs
You can have as many steps as you like, just add the required number to reflect your approval process.
Add the approvers and specify which person is to approve which documents: e.g. the Marketing Director approves all the Marketing Department’s expenses.
Every approval step has its own approval rules and you can add as many approvers as you like to each of them.
Review and approve bills and purchase orders wherever you are
Use the “Requires my decision” folder to go through all documents awaiting your approval.
You’ll have all document details in the email notification and can use its “Approve” or “Reject” button to make your decision there and then.
You don’t need to be at the office to approve - with our mobile app you have all documents awaiting your approval including the relevant data at hand and can make your decision on the go whenever you have a minute.
Get automated audit trails and set up adjustable reports
For each approved document a detailed audit report is created automatically and posted to the general ledger along with it.
In ApprovalMax you can generate reports on documents pending approval, documents approved, potential fraud detected as well as quickly create new reports using various filters.
ApprovalMax provides multi-level and multi-role approval workflows for Xero purchase orders, bills, sales invoices and credit notes.
ApprovalMax enables multi-level and multi-role approval workflows for QuickBooks Online purchase orders and bills.
ApprovalMax enables multi-level and multi-role approval workflows for
Oracle NetSuite purchase orders and bills.