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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Optimize your processes by avoiding the need to send countless emails for approval of accounting documents. It's risky to give everyone access to the accounting system, as it becomes challenging to control user permissions regarding what they can view or modify. ApprovalMax ensures that approvers do not need to access the general ledger; instead, they are only presented with the information pertinent to the documents they need to approve. You can customize your approval workflows to be as straightforward or intricate as necessary, incorporating a variety of rules for each stage of approval and allowing for multiple steps. Regardless of how detailed your delegation of authority policy may be, ApprovalMax can automate it seamlessly. Moreover, there’s no longer a need to spend time generating audit logs, as ApprovalMax automatically creates a comprehensive audit report for every approved document, which is then attached within the accounting system. Additionally, auditors can be granted read-only access to all approval workflows, ensuring transparency and ease of review. This streamlined approach not only enhances efficiency but also fortifies security and accountability in your financial processes.

Description

The Document Tree is structured according to various departments and categories for better organization. You can either view all available documents or focus on specific departments or categories to refine your search. The Document List displays either all documents or only those linked to the chosen department or category. You can search for documents using keywords found in their descriptions, while Document Information provides details such as the system-generated version number and the most recent release date. Workflow buttons facilitate the document's journey through the approval stages, including Submit Draft, Accept Review, Approve Revision, and Release Revision. For Released Documents, you can access a comprehensive list of all released documents or filter them down to those relevant to specific departments. The Document Workflow feature tracks the current status of documents as they move through the approval process. Additionally, there are easily editable policy and procedure templates available in Word format, along with standard work instructions ready for immediate download. Take advantage of these SOPs to enhance your operational efficiency today!

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero

Pricing Details

$39 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ApprovalMax

Country

United Kingdom

Website

www.approvalmax.com

Vendor Details

Company Name

Bizmanualz

Founded

1995

Country

United States

Website

www.bizmanualz.com

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Policy Management

Approval Process Control
Attestation
Audit Trails
Policy Creation
Policy Library
Policy Metadata Management
Policy Training
Reporting / Analytics
Version Control
Workflow Management

Alternatives

Alternatives

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