ApprovalMax vs. PLANERGY

As mentioned previously - able to send invoice based on amount , program code and division code ,supplier is very useful feature ; If an invoice does not fit into approval process than it is rejected and an email is received mentioning the reason

Incentivized

Planergy is a great tool for those who make purchasing decisions and need to actually purchase parts, supplies, tools, etc from vendors. I typically use it daily, and sometimes multiple times per day. I find that I sometimes have to bypass it if I need to make an immediate purchase and do not have the time to wait for P.O. approvals, but that is not the fault of this software.

Incentivized

• choice based on Program codes / division codes - we use Xero accounting system and we have 22 program codes and 11 divison codes ; once invoice is entered in Xero depending on relevant program code and divison code, Approval max automatically send invoice to relevant person depending on approval workflow process . One manager could be handling multiple divison and program codes; if our approval work flow process is properly designed - it is accurate in sending invoice to relevant manager.
• invoice can also send to various managers based on General ledger codes ; this flexibility makes useful when manager is handling only certain nature of expenses regardless of program codes / divisionl.
• Approval process can also be designed based on level of amount ; and level of amount is derived from our Delegation policy. it makes audit of application of delegation policy easy ; we give copy of delegation policy and print of approval work flow process to auditor.

Incentivized

• date and time of change in approval process ; for example if Mr. A was responsible for all expenses above $1000 in Oct 23 and from Nov 23 it is changed to $5000 . in Dec 23 if it is checked - it will show approval limit of $5000 ; but will not show from which date limit was changed. Auditor always asks this question when the limit was changed in approval max - we cannot prove it.
• If there is audit trail of who made the changes , when and what changes were made ; will be good.
• when we are in main page of seeing invoices awaiting approval - there are hundreds of invoices - searching for one invoice from particular supplier is very cumbersome job - we have to go by each and every invoice in order to find that invoice ; it will be good if we have search function on main page itself ; in current scenario we have to go to report section - input all filters and than search for that particular invoice.

Incentivized

Incentivized

• It has certainly made a positive impact ; it is definately worth its value ; when we are processing hundreds of invoices every fortnight ; getting approval of invoices in timely manner for all invoices is of paramount importance . as approval max has its own app - approval can be done on mobile phone also ; this is particularly helpful when staff is travelling .

Incentivized