En savoir plus sur ApprovalMax

ApprovalMax creates approval workflows to route financial matters to the correct person for approval. Workflows can be generated for accounts payable, accounts receivable, expenses, purchase orders, and more, and can have multiple steps, with several approvers working in parallel on each level. ApprovalMax’s approval matrix allows users to designate conditional approvers based on customisable fields, such as the amount requested, so that approvals are routed to the most appropriate approver.

The iOS and Android apps allows users to approve or reject requests with one click, whether or not they are in the office, and chat in real time with the user who has made the request. Approvers are also presented with deadlines, based on a user-set average approval step duration, designed to reduce wait times.

Options de tarification dès :

39,00 $US/mois

  • Essai gratuit
  • Abonnement

ApprovalMax - Principaux avantages

iOS and Android apps allow users to approve when away from the office, while the Microsoft Outlook plugin enables users to approve or reject a request from within an email, and reply via email to create comments on the workflow

Conditional approvers can be set for workflows, based on customisable fields such as amount, territory or project. Multiple approvers can be set to approve in parallel for each step

Approvals can have as many steps as needed, with different conditional approvers at each level

Users can define typical step duration, which then gives approvers a deadline to prevent delays

Real-time chat on workflows allows for any clarifications and discussion required to be raised with the relevant people, and notifies users of any messages received

With Xero integration, bills created in Xero are automatically routed through multi-step workflows for approval

Appareils

Pour quelle entreprise ?

TPE PME GE

Disponible dans les pays suivants

États-Unis, Canada, Royaume-Uni, Australie, Chine et 5 autres, Inde, Japon, Allemagne, Brésil, Mexique

Langues

anglais

Options de tarification dès :

39,00 $US/mois

  • Essai gratuit
  • Abonnement

Images

ApprovalMax workflows can have as many steps and parallel approvers as required
Users can set up conditional approvers in ApprovalMax using the custom dropdown fields in the approval matrix
ApprovalMax can also create approval workflows for Xero bills
ApprovalMax approvers are notified of requests by email
ApprovalMax integration with Microsoft Outlook allows users to approve requests with one click, directly from their inbox
En voir 6 de plus
Capture d'écran pour ApprovalMax : ApprovalMax workflows can have as many steps and parallel approvers as required Capture d'écran pour ApprovalMax : Users can set up conditional approvers in ApprovalMax using the custom dropdown fields in the approval matrix Capture d'écran pour ApprovalMax : ApprovalMax can also create approval workflows for Xero bills Capture d'écran pour ApprovalMax : ApprovalMax approvers are notified of requests by email Capture d'écran pour ApprovalMax : ApprovalMax integration with Microsoft Outlook allows users to approve requests with one click, directly from their inbox

Fonctionnalités

Nombre total de fonctionnalités pour ApprovalMax : 5

  • API
  • Chat
  • Commentaires
  • Projections
  • Réceptions

Alternatives

Trello

4,5
Alternative n° 1 à ApprovalMax
Les feuilles de calcul, les e-mails et les notifications interminables entravent sensiblement le travail et affectent...

Jira

4,4
Alternative n° 2 à ApprovalMax
JIRA Software est un outil de gestion de projet pour qui permet de développer, suivre, planifier et livrer des projets...

Asana

4,4
Alternative n° 3 à ApprovalMax
Liste, tableau, calendrier, diagramme de Gantt : avec Asana, organisez le travail à votre guise et reliez vos activités...

Acuity Scheduling

4,8
Alternative n° 4 à ApprovalMax
Acuity est un logiciel d'agenda en ligne qui permet aux clients de planifier des rendez-vous en ligne, de remplir des...

Avis

Note globale

4,6 /5
(5)
Rapport qualité-prix
4,7/5
Fonctionnalités
4,4/5
Simplicité d'utilisation
4,6/5
Support client
4,5/5

Vous avez déjà ApprovalMax ?

Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

Donnez votre avis !
Afficher 5 avis sur 5
Jez H.
Note globale
  • Secteur d'activité: Institutions religieuses
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

An essential add-on for Xero

Publié le 31/12/2018

Avantages

We needed an approval workflow that was more advanced than the one provided by Xero, and ApprovalMax does the job very nicely. The ability to define approvers based on various criteria (we mainly use our location and department tracking categories) enables our budget holders to approve spending.

Inconvénients

I believe ApprovalMax is worth the monthly subscription price, but it does seem strange that it costs more than the product which it extends. Then again, I suppose Xero has many more subscribers.

Utilisateur vérifié
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 9.0 /10

Purchase Order Management

Publié le 15/06/2020

Overall we are extremely pleased with ApprovalMax and it was easy to implement then we anticipated...

Overall we are extremely pleased with ApprovalMax and it was easy to implement then we anticipated with people picking it up quite quickly.

Avantages

The best things about ApprovalMax is the ability to be to create custom approval workflows and then have them automatically flow into our accounting software. It has streamlined our operations across multiple physical locations.

Inconvénients

I wish that their was previous for excel or other file types. It works very well with PDF but JPG are slow to load.

Tim P.
Note globale
  • Secteur d'activité: Gestion de l'enseignement
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Value for Money controls

Publié le 18/02/2019

ApprovalMax has been welcomed by all users so far as it simplifies and clarifies the purchase...

ApprovalMax has been welcomed by all users so far as it simplifies and clarifies the purchase approval purchase and excuses non-finance staff from having to use the finance system to do their jobs. That in turn reinforces our segregation of duties and keeps the auditors happy.

Avantages

Easy to implement and interacts seamlessly with XERO

Inconvénients

Inability to accept authorisation by any one of several potential authorisers

Sarah R.
Note globale
  • Secteur d'activité: Comptabilité
  • Taille de l'entreprise: Auto-entrepreneur
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Streamlines a difficult process

Publié le 17/02/2019

Very impressed with almost-instant, personal customer service.

Very impressed with almost-instant, personal customer service.

Avantages

This software automates approval processes for accounts payable. I have used this in a volunteer association, saving time for volunteers and valuable paid administration time for staff. Volunteers can view and approve invoices for payment without needing to pop in to the office.

Inconvénients

Need some slight adjustments to workflows, but the approval max team are working on these and communicate updates regularly.

Alexa L.
Note globale
  • Secteur d'activité: Construction
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les mois pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 7.0 /10

ApprovalMax Review

Publié le 03/10/2018

Avantages

It's a great platform for expenses approvals, where a manager can review and finance can have full control over expenses.

Inconvénients

Nothing. Everything is great. It's easy to figure out how to submit an expense for approval.

Afficher 5 avis sur 5 Lire tous les avis

ApprovalMax - FAQ

Voici quelques-unes des questions fréquentes sur ApprovalMax.

Types de licences disponibles pour ApprovalMax :

  • À partir de: 39,00 $US/mois
  • Type de licence: Abonnement
  • Essai gratuit: Disponible

Full usage: $95 per month per company Xero-only usage: $39 per month per company

Fonctionnalités du logiciel ApprovalMax :

  • Automatic routing
  • Comment by email
  • Conditional approvers
  • Custom approval fields
  • Deadline creation
  • Deadline reminders
  • Documents attached to approvals
  • Full workflow audit trails
  • Instant messaging
  • Microsoft Outlook plugin
  • One-click approval
  • Open API
  • Personalised email notifications
  • SSL security
  • Xero integration
  • iOS and Android apps

Utilisateurs habituels du logiciel ApprovalMax :

PME, Grandes entreprises, Entreprises de taille moyenne

Langues dans lesquelles ApprovalMax est disponible :

anglais

Appareils pris en charge par ApprovalMax :

Android, iPhone

Applications s'intégrant à ApprovalMax :

Microsoft Outlook, QuickBooks Online, QuickBooks Online Advanced, Xero, Xero

Ressources d'aide disponibles pour ApprovalMax :

FAQ, Base de connaissances, Support en ligne

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour ApprovalMax.