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Average Ratings 0 Ratings
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 Qualis document management system offers a secure method for managing documentation while allowing for regulated distribution to end-users. It features a workflow-driven document approval process that includes revision tracking, ensuring that end users always have access to the most current approved document, thereby minimizing the chance of using outdated materials. The workflow can be tailored to specific roles, accommodating various organizational needs, and multiple workflows can be implemented to correspond with different document types. This system not only helps in conserving paper and storage space but also ensures secure storage and easy recovery of documents. By distributing only approved documentation, it significantly lowers the risk of circulating outdated copies. Additionally, it enhances regulatory compliance by providing controlled access and facilitating straightforward search capabilities. All metadata is stored in a centralized database, which is flexible and supports various database systems, including MS SQL, Oracle, and Postgre SQL. Overall, Qualis DMS serves as a comprehensive solution for organization-wide document management and regulated distribution, streamlining the entire process for better efficiency and compliance. Ultimately, it establishes a unified platform that integrates all aspects of document management and oversight.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Microsoft Outlook
Microsoft Word
Oracle SQL Developer
PostgreSQL
QuickBooks Online
QuickBooks Online Advanced
SQL Server
Xero
Integrations
Microsoft Excel
Microsoft Outlook
Microsoft Word
Oracle SQL Developer
PostgreSQL
QuickBooks Online
QuickBooks Online Advanced
SQL Server
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
Agaram
Founded
1995
Country
India
Website
www.agaramtech.com/product/qualis-dms/
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
Document Control
Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control