Set up an approval workflow
Create an automated workflow tailored exactly to your organisation’s needs
Add any number of approval steps
You can have as many steps as you like, just add the required number to reflect your approval process.
Select approvers for each step
Add the approvers and specify which person is to approve which documents: e.g. the Marketing Director approves all the Marketing Department’s expenses.
Set up an approval matrix for each step
Every approval step has its own approval rules and you can add as many approvers as you like to each of them.
Review and approve bills and purchase orders wherever you are
Approve in the web app
Use the “Requires my decision” folder to go through all documents awaiting your approval.
Approve from an email
You’ll have all document details in the email notification and can use its “Approve” or “Reject” button to make your decision there and then.
Approve via our mobile app
You don’t need to be at the office to approve - with our mobile app you have all documents awaiting your approval including the relevant data at hand and can make your decision on the go whenever you have a minute.
Audit trail and reporting
Get automated audit trails and set up adjustable reports
Automated audit reports
For each approved document a detailed audit report is created automatically and posted to the general ledger along with it.
Built-in and custom reports
In ApprovalMax you can generate reports on documents pending approval, documents approved, potential fraud detected as well as quickly create new reports using various filters.
Why our customers ❤ using ApprovalMax?
Product demo webinars
Find out how ApprovalMax can speed up your approval process, make it easier for your approvers, and reduce manual work.
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ApprovalMax provides multi-level and multi-role approval workflows for Xero purchase orders, bills, sales invoices and credit notes.
for QuickBooks Online
ApprovalMax enables multi-level and multi-role approval workflows for QuickBooks Online purchase orders and bills.