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Service package
What's included
- Requirements and scoping session
- Help with workflow implementation
- User and Administrator training
A standard package, yet customised to your needs!
Best-in-class approval automation app for QuickBooks Online
On-the-go
approvals
approvals
Hands-free &
hassle-free process
hassle-free process
Approval workflows
of any complexity
of any complexity
Audit trails
and reporting
and reporting
Best-in-class approval automation app for QuickBooks Online
Key workflows and features
Our accounting approval system allows non-QuickBooks Online users to access only data which they are authorised to use, without disclosing the entire QuickBooks Online data set.
Bill processing
Approval workflow for bills
and supplier invoices
and supplier invoices
Purchase order management
Create, approve and send
purchase orders to vendors
purchase orders to vendors
Dext Prepare integration
End-to-end paperless accounting with our direct integration
Vendor approvals
Automate your vendor
vetting procedure
vetting procedure
Stand-alone workflows
Approve any type of documents and requests without a QuickBooks Online connection
Built-in and custom reports
Get insights into
your approval processes
your approval processes
Why ApprovalMax + QuickBooks Online?
Keeping the approvers
out of the accounting system
out of the accounting system
Granting everyone access to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need to access the general ledger and only ever see the information relevant to the documents that require their approval.
Flexible approval workflows
recreate your delegation of
authority policy
recreate your delegation of
authority policy
The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax.
Automatically generated
audit reports
audit reports
You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode so that they can easily view and analyse your approval process.
Eliminating paper
and manual approvals
and manual approvals
ApprovalMax is the key app for enabling truly paperless accounting: no need to print out invoices to have them signed off, or send them by email and chase approvers afterwards. We save you that effort by automating the entire authorisation process.
Reviews from the Intuit QuickBooks App Store
Ready to get rid of manual approval routing?
You’re just a few steps away from using automated workflows that will save time for the whole team!
Start a free trial
Ready to get rid of manual approval routing?
You’re just a few steps away from using automated workflows that will save time for the whole team!
Get a demo
Fill in the form
We're happy to help