ApprovalMax makes it easy for business owners, accountants and bookkeepers using QuickBooks Online to build robust financial controls across accounts payable.
ApprovalMax integrates seamlessly with QuickBooks Online to set up automated approvals and other features that help tighten your financial controls. Power up QuickBooks Online with multi-step, multi-role approvals for purchase orders, bills, and supplier invoices, and new vendors. When any of these documents enter the general ledger, they’ll automatically be pulled into ApprovalMax and sent to decision makers for approval, based on workflow rules that you set up. The automation in ApprovalMax saves you time by sending documents to the right people based on your workflow and QuickBooks Online data like vendor, amount, category, class, etc. Decision makers can easily approve or reject requests via ApprovalMax, and you’ll have peace of mind knowing you don’t need to give them access to QuickBooks Online. Once all approvals are complete, a detailed audit trail is automatically created and attached to each authorized document, making this very convenient and saving you time during your auditing process. Other features include Bill-to-PO matching, goods received notes (GRNs), vendor approvals, and stand-alone workflows that allow you to build strong financial controls and protect your business. ApprovalMax also directly integrates with Dext Prepare to go paperless all the way from data capture right through to bill approval.
“ApprovalMax has taken our company’s workflows to the next level when it comes to tracking orders and ensuring a more streamlined process for approving orders and bills, and automating them directly into QuickBooks Online.”
