ApprovalMax extends QuickBooks Online with approval-driven financial controls for accounts payable and streamlines the authorisation of finance documents like purchase orders and bills. It replaces paper- and email-based approval routing with fully automated multi-role and multi-tiered approval workflows, and ensures spend control and regulatory compliance for both internal accounting and financial service outsourcing organisations.
Raising purchase orders and creating bills on the go
Purchase order raising and bill creation can be done on the go by using either the mobile app or the web app. Once created, purchase orders and bills are automatically routed through the appropriate authorisation workflow.
Enabling remote review and authorisation
Review and approval can be done via both the web and mobile app; there is no need for approver chasing as they are notified automatically. This works perfectly for geographically distributed and remotely operating organisations.
Shielded access to QuickBooks Online data
People who raise purchase orders, create bills or approve such documents no longer need to access QuickBooks Online for this, which protects financial information from potential disclosure.
Establishing financial controls and ensuring compliance
Approval automation with various authorisation levels keeps the approval process on the surface for easy scaling and quicker audits. The highly flexible setup and automated audit reports make it much simpler to fulfil all compliance requirements.
Yes, ApprovalMax enables flexible multi-step and multi-level approvals for bills and purchase orders in QuickBooks Online for organisations of any size and structure; including geographically distributed or multi-entity organisations and businesses that use outsourced financial services.
Yes, there is no need to access QuickBooks Online for purchase order and bill creation, or the review and approval of bills.
All ApprovalMax customers confirm that the product is very easy to understand and set up, which is vital when organisations want to facilitate and enforce financial controls. Once all has been configured, everyone finds it extremely easy to use - making adoption a breeze.
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QuickBooks Online is a cloud solution for the financial management in small businesses.
QuickBooks Online can be accessed via an internet browser on any computer or mobile device. It is used to invoice customers, pay bills, generate reports and prepare for taxes. QuickBooks Online has several options that fit the needs of various businesses, from sole entrepreneurs to mid-sized businesses.
Find out more or try QuickBooks Online for free
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