UI Improvement: An Enhanced Workflow Creation
In our continued effort to make ApprovalMax even more intuitive and easy to use, we've released a user interface (UI) improvement for our Workflow Creation page.
APPROVAL APP FOR QUICKBOOKS ONLINE
Power up QuickBooks with Multi-Step Approval Workflows
START FREE TRIALPurchase Order Creation and Approval taken out of your accounting software
ApprovalMax enables Purchase Order creation and approval outside of QuickBooks Online. Approval configuration can be done by business users with just a few clicks. Approval requests are made available to managers in their preferred way - by email, web-based or in a native mobile app.
Benefits for QuickBooks Online Users
SAVE TIME AND
INCREASE ACCURACY
No more Approver chasing via email or call. 100% accuracy of the approval flow. Full details within each approval request available on the go.
SCALE UP AND IMPROVE
PRODUCTIVITY
More transactions performed. Less time spent on clarifications. Approval, authorisation and validation made fast and easy.
ACHIEVE VISIBILITY
AND ESTABLISH CONTROL
Guardrails for Requesters in Purchase Order creation. Reminder, email and push notifications are provided to avoid delays.
ENSURE COMPLIANCE
AND SIMPLIFY AUDITS
Multi-step and role-based approvals. Each approval is audit-ready and provided with a complete approval history including all Approvers' comments.
ApprovalMax Key Workflows
Purchase Order Creation and Approval
Employees can raise Purchase Orders without having to access the accounting system. Guardrails are provided for PO creation.
1
Purchase Orders are created in ApprovalMax - via the web or native mobile app;
2
Guardrails for PO creation determine order parameters such as products/services and vendors;
3
Purchase Order approval routing is done based on the workflow settings defined by the finance manager;
4
Approvers receive approval requests including all the related information, either in the PO fields or as attachments;
5
Approval is performed via the web or mobile app. In case of rejection, a comment can be provided for the Requester;
6
Then, a Purchase Order is automatically created in QuickBooks Online for the corresponding Bill processing.
Learn more about Purchase Order creation and approval in our Blog
READ FULL STORYTHE APPROVAL APP YOU'LL LOVE USING
ApprovalMax is designed to be extremely easy and highly intuitive.
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.
THE LATEST IN OUR BLOG
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