Approval Max - Great software for approval workflow
November 13, 2023
Approval Max - Great software for approval workflow
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with ApprovalMax
we use approval max to ensure invoice/ purchase order is send to respective manager dependent on program codes/division codes/ General ledger codes.
- 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.
- 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 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 .
Do you think ApprovalMax delivers good value for the price?
Yes
Are you happy with ApprovalMax's feature set?
Yes
Did ApprovalMax live up to sales and marketing promises?
Yes
Did implementation of ApprovalMax go as expected?
Yes
Would you buy ApprovalMax again?
Yes
ApprovalMax Feature Ratings
Using ApprovalMax
20 - Managers , admin staff , coordinators
2 - admin user - who can change approval work flow and add / remove / delegate various users.