ApprovalMax
provides approval workflow automation for cloud accounting platforms such as
Xero and QuickBooks Online. It replaces paper- and email-based approval
processes with multi-step and multi-role automated approval workflows that
enable automated notifications to approvers, automated audit trails, and mobile
approvals.
Approval
workflows include:
Invoice approvals / bill review and
bill approval Purchase order approval, including
the functionality to create…
$54
per month
QuickBooks Online Advanced
Score 8.4 out of 10
N/A
QuickBooks Online Advanced is a SaaS-based accounting software designed to scale with growing businesses. It includes the functionalities of QuickBooks Online, as well as more robust business analytics, customization, and resource management.
N/A
Pricing
ApprovalMax
QuickBooks Online Advanced
Editions & Modules
ApprovalMax Standard
$54
per month per organization
ApprovalMax Advanced
$83
per month per organization
ApprovalMax Premium
$121
per month per organization
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Offerings
Pricing Offerings
ApprovalMax
QuickBooks Online Advanced
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
Optional
No setup fee
Additional Details
Discount available for annual pricing and for management of multiple organizations.
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
I used QuickBooks Desktop for 13 years. Many of the functions that I used in QuickBooks Desktop do not appear in QuickBooks Online Advanced. The missing functions are as follows:
1. New employees also do not have access to the existing custom reports.
2. When an employee is assigned to change the dates on a custom report, it creates a new report instead of simply updating/replacing the existing custom report.
3. Balance sheet reports also cannot be filtered by account, only by Customer, Vendor name, Product/Service and Class.
4. After using the Recurring Transactions function, the transaction does not automatically update to the next month’s date. The user has to manually edit the Recurring Transaction template.
5. On large custom reports, the print/export buttons are all the way at the far right of the spreadsheet, so you have to scroll to the right just to reach them.
6. Customized budget to Actual reports automatically scroll down, hiding the editable fields used to create the report, and making the user have to scroll back to the top of the report to make a change.
7. Custom reports are automatically alphabetized, and there is no way to customize their order.
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.
It allows us to link to bank accounts in order to get up-to-date, real-time information, which is so important in today's lightning speed work world.
The "canned" reports are excellent and allow for extreme customization also. This makes them very helpful to both me and my clients.
The user interface for QuickBooks Online Advanced is easy to navigate and is intuitive for novices. The screens are well laid out and have cohesiveness on each screen to match tasks with others that match up well.
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.
It has become second nature to use Quick Books at the company. If you need a report you log in and pull the report. It helps expedite reconciliation of bank accounts, the automation of most tasks make it easy to get mundane tasks completed quickly.
QuickBooks Online Advanced is highly usable and intuitive for most day-to-day financial tasks. Its interface is clear, and core functions such as invoicing, reconciliation, and reporting are easy to perform. While some advanced features like report customization or integrations can be less straightforward, overall the platform offers a smooth and efficient user experience.
In the 5 years I have been using it, I cannot recall there ever having been an outage or not being able to access the system. Sure, there are issues with internet speeds sometimes that are unrelated to Intuit but it is a very reliable system.
Since we do not integrate the software with other systems, I do not have any issues with speed related to that. Pages tend to load pretty quickly, but there are times when reports or other pages take a little longer to load than usual. It is not an overly frustrating amount of time, though, and it happens infrequently.
I did not participate in this part particularly much. The implementation was simple and easy to perform. There were not any major issues that arose during the process. QuickBooks has made the processes pretty streamless and I believe they had anticipated many difficulties ahead of time. This was easy enough
Quickbooks and Xero are similar in many ways, and we do use Xero for a small number of entities in APAC because it’s better for local tax compliance. Similarly, we use Zoho Books in India for this reason: Quickbooks is less expensive than Netsuite and cannot support larger enterprises in the same way. It’s less clear how it compares to Rillet and DualEntry but those system do seem to have stronger AI offerings.
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 .
