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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 Executive Series offers a highly adaptable and fully integrated accounting solution designed for multiple companies, featuring robust drill-down capabilities. This accounting system can be accessed either through a web/cloud subscription model or through a traditional client/server deployment. Among its standard functionalities are document scanning, customizable security settings, file attachments, and the ability to manage workflow routing and approvals. With its multi-entity support, users can effortlessly handle hundreds of companies without needing to switch between them. A vast array of standard reports is at your disposal, which can be generated for individual companies, groups, or all entities simultaneously. The system includes automated workflows with built-in routing and supports both initial approvals and re-approvals. Additionally, flash note reminders enable users to determine specific times and locations for alert notifications. Report maintenance is made simple, allowing for easy report customization, and user-defined calendars can accommodate over 999 accounting periods for each fiscal year, ensuring flexibility in financial management. Overall, the Executive Series provides a comprehensive solution that enhances efficiency and streamlines accounting processes across multiple businesses.
API Access
Has API
API Access
Has API
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
Searer Business Technology
Founded
2000
Country
United States
Website
sbtexecutiveseries.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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management