ApprovalMax

Next level approval workflows. Set up even complex workflows in hours without the help of IT or consultants.

ApprovalMax takes approval workflows to the next level. Manage approval workflows for AP transactions (vendor bills, POs, expense reports, vendor return authorizations) and AR transactions (sales orders). Design and build sophisticated, multi-level approval processes quickly, easily, and without any IT support.

With ApprovalMax, there’s no need for approvers to access NetSuite. Instead, they can create and approve transactions entirely from the app. 25% of bills are approved within 2 hours and 50% within one day using ApprovalMax; take the hassle out of your workflows to secure sign-off quicker. 

Key Benefits

• Easy setup of complex workflows. ApprovalMax supports multi-step and multi-approvers with conditional approvers assignment. Accounting teams can set up and maintain such workflows without the help of IT or consultants. 
• Seamless adoption, happy approvers. Approvers are automatically notified when they need to review a document and can easily approve via web, email, and Slack channels in just a few clicks. Added security and control. Protect your finance data by keeping approvers out of NetSuite, plus notifications are automatically sent to administrators if suspicious activity is detected. 
• Audit-readiness. Track all approvals with detailed audit trails that can easily be exported and sent to local tax authorities by auditors.
• Automatic two way sync. Create transactions in NetSuite (like vendor bills) or in ApprovalMax (like POs), and every transaction will be synced within 1 hour and routed for approval.
• Compatible with NetSuite customization. Duplicate tracking categories from NetSuite into ApprovalMax, including NetSuite custom fields and custom segments, making coding easy and efficient.

How it works

Connect your organization’s NetSuite account with ApprovalMax in minutes after signing up for a free trial. Once set up, admins can build flexible workflows to suit any type of approval needs – from simple to complex.

• Add unlimited approval steps to approval workflows. Multiple approvers can even be added for each step in parallel.
• Approvers can be set based on transaction header and line fields, such as amount, vendor, item, department, and even custom fields. 
• Requesters select from predefined dropdowns like Vendor and Account, when creating new transactions to maintain data accuracy. 
• ApprovalMax users don’t need access to NetSuite. Invite anyone in your organization to create or approve NetSuite transactions.
• When all decision makers have approved a transaction, ApprovalMax automatically updates transaction status in NetSuite and finance teams can access auto generated audit logs that track every approval step and vote.