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ApprovalMax Reviews and Ratings

Rating: 8.2 out of 10
Score
8.2 out of 10

Community insights

TrustRadius Insights for ApprovalMax are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Flexibility: Users appreciated the flexibility of ApprovalMax to create custom approval hierarchies based on various criteria, such as value or department. Several reviewers have noted that this feature allows them to set up workflows without needing support and modify them easily.

Email Notifications: According to the reviewers, email notifications in ApprovalMax were very effective and made it easy to approve expenses in a single click, ensuring a smooth and quick process for getting expenditures approved and signed off. Many users found this feature helpful for efficient workflow management.

Seamless Integration with Xero: The integration of ApprovalMax with Xero was highly appreciated by many users who found it seamless, saving time for the finance department while preventing errors in data capture. A few reviewers stated that this integration allowed them to streamline their operations across multiple physical locations effortlessly.

Reviews

1 Review

Approval Max - Great software for approval workflow

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

we use approval max to ensure invoice/ purchase order is send to respective manager dependent on program codes/division codes/ General ledger codes.

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.

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.

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.

PS
Prashant Somaiya
Team Leader - Accounts in Finance and Accounting at Awabakal Ltd (51-200 employees)
Vetted Review
ApprovalMax
3 years of experience
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