We’re big fans of ApprovalMax as a tool to build efficiency through automation and approval workflows. It helps businesses of all shapes and sizes to liberate themselves from manual, time-consuming approval processes.
We have implemented ApprovalMax for several clients, with a positive impact. Staff engagement has increased and productivity has improved. Better efficiency meant more time to focus on other areas of the business.
Here are some of our favourite tips, tricks, and new features from ApprovalMax.
Approval Max Auto-approval feature
Businesses deal with various purchase orders and invoices, like stationery or monthly utility payments to one-time high-value orders from a new vendor. When there are lots of expenses of different types, it makes little sense to manually approve regular or minor payments. No matter how easy approvals with our mobile app are, approvers would still need time to view all the invoices.
Save time
The auto-approval feature saves approvers time and helps them focus on what’s important. You specify all the documents that meet the conditions in the auto-approval step to ensure automatic authorisation. There is a one-off upfront investment of time to set up the configuration.
You can specify the amount, supplier, requester, category or account, region or location, and other parameters. If you need help getting this done, please ask us.
Accessing audit reports and scheduled reports
You can download multiple audit reports in a single archive. This is helpful when preparing a document package for bulk payment approvals or audit purposes.
Sometimes old habits die hard. You can schedule the creation of regular reports and specify the receiver instead of manually generating a report. they will find it in their inbox right on time.
Copying rules
There’s no need to reinvent the wheel. Setting up an approval workflow and adding new approvers or requesters is much faster when you copy the approval rules from one user to another. You can copy rules between requesters, approvers or reviewers within the same approval step and matrix. This action is only available to the organisation’s administrator. However, it’s well worth the collaboration when you’re setting up new approvals.
More than just an email
The ApprovalMax notifications are more than just a note. Approvers can use these emails to approve or reject documents and leave comments.
The email notifications contain all document details and the “Approve” and “Reject” buttons. There’s no need to open the web app to make your decision. If you want to add a comment, just hit “Reply” and type your message. Then click “Send” as if you were replying to a regular email message.
ApprovalMax will add your comment to the request, which is visible to other users.
Want to know more about ApprovalMax?
We’ve worked with Aussie SMEs for 25+ years to provide financial services that result in smarter decisions and useful financial data.
We provide Bookkeeping, Payroll, Management Accounting, Carbon Accounting and Software Selection & Implementation.
We work with Ecommerce & Retail, Import & Distribution, Manufacturing, Not-For-Profits, Professional Services and Software Developers.
Get in touch by completing our enquiry form or ring (02) 8188 9019 to get the ball rolling.
