Approval App for QuickBooks Online

Power up QuickBooks Online with Multi-Step Approval Workflows

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Purchase 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.

Why use ApprovalMax with QuickBooks Online

Multi-Step and Multi-Level Approvals

ApprovalMax extends QuickBooks Online with complex approval workflows that enable setting up rule-based conditional, sequential, and parallel approvals as well as varying authorisation levels.

Control over the Approval Process

ApprovalMax provides automatic notifications to Approvers as well as real-time report views of the approval progress, and helps identify approval process bottlenecks and forecast delays.

Exception Handling

ApprovalMax enhances QuickBooks Online with capabilities for handling non-standard approval scenarios, such as delegating approval requests, setting a default approval action, forcing the approval decision.

Ensured Compliance and Accountability

ApprovalMax complements QuickBooks Online by tracking and capturing all approval related activities, including those performed outside of ApprovalMax, and presenting them in audit-ready form.

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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.

Benefits for QuickBooks Online Users

TAKE APPROVERS
OUT OF QUICKBOOKS ONLINE

Approvers are taken out of the accounting software. Granular authorisation roles are supported. Better security is provided.

ENSURE COMPLIANCE
AND FACILITATE AUDITS

Flexible approval workflows configured with the authorisation matrix ensure compliance with all internal or external regulations.

ESTABLISH CONTROL
AND VISIBILITY

Guardrails for Requesters during Purchase Order creation are in place. Bills are matched with the corresponding POs. Reporting on the approval progress is generated.

SCALE UP AND IMPROVE
PRODUCTIVITY

More transactions are performed. Less time is spent on clarifications. Reminder, email, and push notifications help avoid delays.

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THE 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.