APPROVAL APP FOR QUICKBOOKS ONLINE

Power up QuickBooks 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.

Benefits for QuickBooks Online Users

SAVE TIME AND
INCREASE ACCURACY

No more Approver chasing via email or call. 100% accuracy of the approval flow. Full details within each approval request available on the go.

SCALE UP AND IMPROVE
PRODUCTIVITY

More transactions performed. Less time spent on clarifications. Approval, authorization and validation made fast and easy.

ACHIEVE VISIBILITY
AND ESTABLISH CONTROL

Guardrails for Requesters in Purchase Order creation. Reminder, email and push notifications are provided to avoid delays.

ENSURE COMPLIANCE
AND SIMPLIFY AUDITS

Multi-step and role-based approvals. Each approval is audit-ready and provided with a complete approval history including all Approvers' comments.

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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.

ApprovalMax is trusted by:

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.

ARE YOU AN ACCOUNTANT OR A BOOKKEEPER?

Learn more about the ApprovalMax Partner Programme

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Innovative companies trust ApprovalMax
with finance approvals

DAVID WIESENECK

VP Finance

ApprovalMax provides exactly what we need. Since Xero does not have a very good approval process in place, ApprovalMax takes care of this really well. You can set it up in 5 minutes and the integration works a treat. No more bugging Approvers to have them log into Xero and sort out approvals!

READ FULL STORY

We use ApprovalMax because we needed to ensure we had an easy and audit friendly method to track approvals that connected with Xero. This enabled us to not require everyone to have a Xero account because they can have just an ApprovalMax access. The process of setting up was easy and enabled us to set up the approval flow in minutes!

TARIQ SANAD
CFO
Fetchr

This is an excellent add-on. ApprovalMax addresses one of the key issues with Xero — the missing authorisation process for Bills. With ApprovalMax I do not need to chase managers to get their approval.

MICHAEL FOULKES
CFO
Black Swan Data

ApprovalMax is a powerful approval management tool and another great tool for our online-accounting toolbox. ApprovalMax allows us to offer a ready-to-use seamless control system for our larger cloud based (Xero) clients who are looking to get a handle on their workflow, whether it be sales invoice approvals, vendor bill approvals or other. I would certainly recommend ApprovalMax!

DANIEL TALKINS
CEO
Future Balance CPAs

THE LATEST IN OUR BLOG

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