ApprovalMax provides robust approval workflows aimed at enforcing financial controls for cloud accounting. It streamlines the authorisation process thanks to a highly intuitive user interface, automated notifications, the ability to work on the go and much more.
Sophisticated approval workflows facilitate the setup of rule-based conditional, sequential and parallel approvals as well as a flexible definition of approver roles. The approval routing rules support multiple criteria, such as amount, GL code, supplier and tracking category for Xero and Vendor, Class, Amount and other for QuickBooks Online.
ApprovalMax shows real-time report views of the approval progress and generates automatic notifications to approvers. It also helps to identify approval process bottlenecks and forecast delays. Comments can be provided at each approval step to facilitate team collaboration.
Unified and standardised authorisation for all finance documents
Flexible, multi-level routing with approval criteria based on custom accounting rules
No-hassle approvals with automated notifications and the option to approve on the go
Complete approval traceability and automated audit trail
ApprovalMax fully syncs up core data with the accounting system and allows using information specific to the accounting system to provide guardrails during purchase order and bill creation as well as for the automated routing of approval requests.
Yes, a lot of our customers use multiple criteria when setting up the approval matrix, for example: amount + account or amount + tracking category.
Yes, approvers can reassign documents to other approvers if they feel that someone else should be authorising. This will be documented in the audit trail.
Yes, it is possible to set a delegate during the absence of the specified approver (because of a holiday, for instance). He will be making the approval decisions while the actual approver is out of the office.
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