Here you will find a step-by-step guide to getting started with ApprovalMax and some additional resources.
1. Sign up to ApprovalMax here.
Start your free 30-day trial. You will be able to sign up using your Intuit account or email.
2. Set up your profile, create an Organisation and connect your QuickBooks Online company to ApprovalMax.
3. Set up an approval workflow
4. Start creating and approving purchase orders and bills
Would you like to have an overview of ApprovalMax features?
ApprovalMax extends QuickBooks Online with approval-driven financial controls for accounts payable and streamlines the authorisation of finance documents like purchase orders and bills. It replaces paper- and email-based approval routing with fully automated multi-role and multi-tiered approval workflows, and ensures spend control and regulatory compliance for both internal accounting and financial service outsourcing organisations.