ApprovalMax Software

Fast approval automation for accounts payable and receivables

What is ApprovalMax Software?

ApprovalMax taps on online accounting platforms to offer direct financial controls for accounts payable and accounts receivable.

It provides multi-level reviews and automation of the entire approval process. ApprovalMax can be integrated with Xero and QuickBooks Online, allowing you to perform decisions for your business activities seamlessly. Approvalmax has been used by more than 1000 clients!

ApprovalMax for Xero

Achieve complete spend control, full compliance and effective fraud prevention with the leading Xero-connected approval automation app. It replaces paper and email-based approval routing with fully automated multi-role and multi-tiered approval workflows, while ensuring that spend control and regulatory compliance are met for both internal accounting and financial service outsourcing organisations.

Features

Review and approval of sales invoices
Review and approval of sales invoices
No matter if they were created manually in Xero or pushed to Xero by a time management or project automation tool (like WorkflowMax), ApprovalMax automatically pulls all sales invoices from the status “Awaiting Approval” and routes them as predefined in the approval workflow – which is based on one or several criteria such as client, amount, account (GL code), tracking category, etc.
Paperless invoice approval for streamlined spend control
Paperless invoice approval for streamlined spend control
Provides workflow automation for bills to fully replace paper and email-driven approval routing. It establishes granular financial controls for any kind of spending accounted for in Xero. Regardless of how bills appear in ApprovalMax, they are automatically routed through a multi-step and multi-role approval process based on predefined criteria such as client, amount, GL code, etc.
Matching bills and purchase orders
Matching bills and purchase orders
ApprovalMax facilitates the matching of supplier invoices and the related purchase orders which have been created and authorised in ApprovalMax.
Purchase order creation and approval
Purchase order creation and approval
Purchase orders can be raised and run through a predefined multi-step and role authorisation process. Both the creation and approval of purchase orders are possible on-the-go using the mobile app as well as via the web interface.

ApprovalMax for QuickBooks

ApprovalMax supports QuickBooks Online with approval-driven financial controls for accounts payable and streamlines the authorisation of financial documents such as purchase orders and bills. It replaces the traditional manual approval routing with fully automated multi-role and multi-tiered approval workflows, and ensures that spend control and regulatory compliance are being met.

Features

Raise and authorise purchase orders on-the-go
Raise and authorise purchase orders on-the-go
ApprovalMax enables the creation and approval of purchase orders outside QuickBooks Online. Both can be done on-the-go by using either the mobile app or the web interface. Proper approvals are ensured by a flexible multi-step, multi-role process that can be customised to fit any business. Once the purchase orders have been authorised, they get synced to QuickBooks Online, ready for further processing.
Digital invoice approval for streamlined spend control
Digital invoice approval for streamlined spend control
ApprovalMax provides workflow automation for bills to fully replace manual approval routing and establishes granular financial controls for any kind of spending accounted for in QuickBooks Online. As soon as a bill appears in ApprovalMax, it is automatically routed through a multi-step and multi-role approval process that is based on predefined criteria, such as vendor, amount, category, class, location, etc.
Search, reporting and audit trail
Search, reporting and audit trail
With ApprovalMax, it is easy to find, analyse and report on key financial data and documents. This is supported by fully automated audit trails and built-in capabilities for fraud prevention and detection.
Mobile app for approvals
Mobile app for approvals
The ApprovalMax mobile app for both iPhone and Android platforms facilitates the raising of purchase orders and all approval requests.
Quickbooks
Quickbooks
WhatsApp
WhatsApp
Zendesk
Zendesk
Evernote
Evernote

ApprovalMax Software: Frequently Asked Questions (FAQ)

With ADAM’s cloud-based, easy-to-use, Business Spent Management platform, you can quickly simplify your business processes and workflows! Use your time to focus on what matters the most – engaging your customers, collaborating with stakeholders, boosting your productivity levels and increasing your profits!

No, there is no minimum headcount needed at all. All businesses, regardless of size and workforce strength will be able to benefit from the different solutions that ADAM provides.

ADAM is conveniently accessible with the internet. No extra download is required!

Simply register your interest with us! Our friendly team of consultants will reach out to you and  guide you through ADAM.

Rest assured that ADAM’s experienced onboarding team will assist you throughout your change management journey towards implementing ADAM.

ADAM is a banking partner of Ambank and it’s cloud security has been certified by Deloitte Malaysia.

Is ADAM compatible with my existing hardware?

Yes, definitely! ADAM can be integrated with Accounting, Financial & ERP systems such as SAP B1, Microsoft Dynamics, SAGE, Xero etc.

Yes. ADAM’s professional support team will help to transfer all relevant Transactional Data (up to the number of years of the respective country’s legal accounting requirements) into CSV format for your migration into the next system if required.

Team 361 is an official authorised partner of ApprovalMax. Being a leading cloud integrator, we are proud to represent multiple software solutions. We provide unbiased recommendations and will only propose the most appropriate and value-for-money solutions for you, including the information on relevant grant support available.

Interested to arrange a demo or trial?