ApprovalMax integrates with accounting software such as Xero and QuickBooks and enables multi-step approvals for Purchase Orders, Bills, Sales Invoices and other accounting documents.
It is exceptionally easy to set up and use: approval configuration can be done in several mouse clicks and requires no technical expertise.
As soon as the approval flow is configured, access to approval requests and all the related data is provided in the user preferred way - via email, on mobile or as a web app.
No more Approver chasing via email or call. 100% accuracy of the approval flow. Full details within each approval request available on the go.
More transactions performed. Less time spent on clarifications. Approval, authorisation and validation made fast and easy.
Guardrails for Requesters in PO creation. Automatic matching of Bills with the corresponding POs. Reminder, email and push notifications to avoid delays.
Multi-step and role-based approvals. Each approval is audit-ready and provided with a complete approval history including all Approvers' comments.
ApprovalMax adds multi-step approvals to accounting workflows and enables Approvers to work outside of the accounting software.
ApprovalMax adds multi-step approval workflows to standard Xero items such as Bills, Purchase Orders, Sales Invoices, etc.
When a Bill/PO/Sales Invoice is created and submitted for approval, it triggers the approval process in ApprovalMax in order to get authorised by the designated managers.
ApprovalMax enables the creation of Purchase Orders without logging into QuickBooks. It restricts Purchase Orders in terms of suppliers, inventory items and tracking categories.
A custom workflow and an approval matrix can be built by business users with no need for any technical expertise.
And there is more:
ApprovalMax can also be used beyond accounting workflows for the approval of legal contracts, CapEx, expenses and reimbursements, sales quotes and proposals.
Finance managers can visually set up workflows and the approval matrix in a web browser.
Approvers receive approval requests in the app or as an email notification - on both web-based and native iPhone or Android platforms.
Subscribe to our monthly newsletter
We need to confirm your email address. To complete the subscription process, please click the link in the email just sent to you. Thanks for subscribing!