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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

Establishing a method for transitioning between stages in a workflow can be approached in several ways: whether it requires unanimous approval from all members, a majority vote, or permits any individual to authorize the progression. In addition, SES’s software offers various options for automating this workflow. Requests can be directed automatically according to the fields chosen by users and staff. With Quick Assign Rules, the software can streamline the workflow by automatically selecting the appropriate workflow and assigning tasks for standard requests and staff roles. Furthermore, automatic email notifications can be configured to specify who gets informed about an issue and at which stages; for instance, the department head might only need notifications when a new issue arises and at the final approval stage, while the Project Manager could require updates at every phase. These customizable rules can be set up effortlessly with just a few clicks. After receiving an email notification, recipients can, depending on their permission level, access the relevant record directly through a link provided in the email, allowing them to take action immediately. This seamless integration enhances collaboration and ensures that everyone stays updated throughout the process.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Integrations

Microsoft Outlook No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Xero No 

Pricing Details

$39 per month
Free Trial No 
Free Version No 

Pricing Details

$700.00/one-time
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ApprovalMax

Country

United Kingdom

Website

www.approvalmax.com

Vendor Details

Company Name

SLAM Energy Software

Founded

2012

Country

United States

Website

www.slam-energy-software.com

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms Yes 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management No 
Forms Management No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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