Approval Automation
Streamline your accounts payable approvals with ApprovalMax
Approval automation for accounts payable and accounts receivable
We offer set up and training services for ApprovalMax
Book in an app consultation with our Cloud Services Team to find out which apps would work best for your business.
ApprovalMax is a best-in-class approval automation app for all your bills and purchase orders. It extends QuickBooks Online with approval-driven financial controls. It replaces paper- and email-based approvals 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.
Key benefits
- Approvals for all your bills and purchase orders: multi-step multi-role authorisation process with easy setup for all supplier invoices and purchase orders to make sure they are fully authorised before being recorded in QuickBooks Online.
- Unlimited user number, fully digital approval process and automated audit trail: any number of users can create, review, approve bills and purchase orders. No papers to sign, no chasing approvers. Detailed audit trail with all actions and comments.
- On-the-go approvals and instant notifications: business approvers, budget holders, executives review and approve (or reject) purchase orders and bills via our mobile or web app; or by replying to an automated customisable notification they received.
Supported approval workflows
Purchase order creation and approval
Guardrails for purchase order creation, notifications to approvers. Flexible workflow settings for a proper process flow. Fully authorised purchase orders are synced to QuickBooks Online to be sent to the supplier.
Bill creation, review and approval
Multi-step multi-role approval process based on predefined criteria: vendor, amount, category, location, etc. Authorised bills with a detailed audit report attached get pushed to QuickBooks Online ready for payment.
Learn more about ApprovalMax for QuickBooks Online
Never call an accountant a credit to his profession; a good accountant is a debit to his profession.
Charles Lyell
