Does ApprovalMax integrate with WorkflowMax?
We often get enquiries about ApprovalMax integrating with WorkflowMax.
There are several scenarios to look at here:
Sales Invoice approval
We do have clients who prepare Sales Invoices in WorkflowMax, push them to Xero, and then have them picked up for approval by ApprovalMax. This is perfectly possible and actually works quite well.
Please refer to the case study
with Mazars Thailand.
ApprovalMax can take care of the approval of Bills that were pushed to Xero with the "Awaiting approval" status.
Purchase Order approval
Unfortunately, it is currently not possible to approve Purchase Orders that were created in WorkflowMax via ApprovalMax. We are in touch with the WorkflowMax team to enable this option.
Does ApprovalMax support an integration with Sage?
Currently, ApprovalMax does not support an integration with Sage. We are considering this for future implementation though. However, no ETA can be provided at present.
Which workflows does ApprovalMax support?
ApprovalMax supports workflows for several cloud accounting products and can also serve as a stand-alone solution. ApprovalMax for Xero Accounts Payable Purchase Order Creation and Approval workflow Bill Creation, Review and Approval workflow AP ...
How can I set up ApprovalMax as a stand-alone solution?
Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures ...
What are classes and locations used for?
In QuickBooks Online, you can set up classes and locations to see how the various areas of your business are performing (such as departments, distribution channels, different services and products). You can find more information on how to set up ...
Does ApprovalMax support an integration with NetSuite?
Yes, ApprovalMax has an integration with NetSuite For details on the NetSuite integration, please follow: ApprovalMax for NetSuite