Likelihood to Recommend 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
Read full review I gave this rating more from the standpoint that I enjoy using other bookkeeping platforms more than I enjoy QuickBooks Online Advanced. While QuickBooks Online Advanced is a solid platform that I have no issue working in, there are some areas that could be improved. The biggest of these areas is the overall design of the platform. I feel that when you first log in and are brought to the home screen, everything just looks cluttered.
Read full review Pros 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. Read full review 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. Read full review Cons 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. Read full review Proper advice in QuickBooks Online Pro for the usage if QuickBooks Online Advanced will be more efficient. More features and space in the app for organization of the self-created workflows. The stability of QuickBooks Online Advanced can still be better. There are still file-size issues and limitations on transactions and attributes of transactions. Steffen Jäschke Projektspezialist bei Steffen Jäschke EinzUnt Physik, Berechnungen
Read full review Likelihood to Renew QuickBooks Online Advanced is not like any other accounting software. With how great the software is now, I would definitely renew QuickBooks Online Advanced
Read full review Usability QuickBooks Online Advanced is great and effective. I use it for almost three months and it definitely does their job
Read full review Online Training The online training was easy to follow and understand. The online training gave us the specific instructions to follow
Read full review Implementation Rating Need to make an option for non-profit organizations
Read full review Alternatives Considered Read full review I have not evaluated any yet. I have used QuickBooks since 2008 and I used Sage in the corporate environment before using QuickBooks. Honestly, I can't remember it because it was early 2000's. I thought about evaluating and looking because of the issues I've had with QuickBooks, but I haven't really investigated.
Read full review Return on Investment 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 . Read full review Positive - time and accuracy: Improved bank feeds with rules for automating categorization (expense account) of transactions. Negative - time and efficiency: Very slow response in data entry such as estimates, purchase orders, invoices, sales receipts, bills & bill payment, and even check writing. Negative - time and error correction: Payroll taxes and sales taxes remain in their own silos and are very difficult to correct OR wrong to correct with regular ledger and transaction entries. Negative - time and reporting: Customer activity cannot be tracked using deposits or JE'd transactions. Reporting and research require the use of transaction forms such as invoices, sales receipts, payments, and credit memos. As an example, the transaction register for a customer can be sorted by various parameters. A default is "All" transactions but does not include all transactions -- you have to select "All plus deposits" and you will also not see checks. This is about the same for Vendor activity, where deposits (e.g. refunds) will not show in the vendor's activity register. A vendor credit memo is required, then the refund can be pushed against that credit balance. The credit memo will appear in the vendor register, but a deposit will not. Read full review ScreenShots