4 ways to improve your business efficiency using Approval Max.

We’re big fans of ApprovalMax as a tool to build efficiency through automation and approval workflows. It really helps businesses of all shapes and sizes to liberate themselves from manual, time-consuming approval processes. We have implemented ApprovalMax for several clients and it’s had a really positive impact on their business; staff engagement has increased, productivity improved and efficiency has meant more time to focus on other areas of the business.

Here are some of our favourite tips, tricks, and new features from ApprovalMax:

Benefiting from an auto-approval step

Businesses deal with a variety of purchase orders and invoices, like stationery or monthly utility payments to one-time high amount orders from a new vendor. When there are lots of expenses of various types, it doesn’t make much sense to approve regular or minor expenses manually – no matter how easy approvals with our mobile app are, approvers would still need time to view all the invoices.

The Auto-approval feature saves approvers time and helps them focus on what’s important because all documents that meet the conditions you specify in the auto-approval step will be authorised automatically and not assigned to anyone. The investment of time is a one-off upfront investment in setting up the configuration. For each rule, you can specify the amount, supplier, requester, category or account, region or location as well as other parameters to define when requests are to get auto-approved. If you need help getting this done, please ask us, we’re happy to help.

Accessing audit reports and scheduled reports

You can download multiple audit reports in a single archive, which is quite helpful when preparing a document package for bulk payment approvals or audit purposes.

Sometimes old habits die hard so instead of generating a report manually, you can schedule the creation of regular reports and specify who’s to get them – they will find it in their inbox right on time. Once again set the workflow to

Copying rules

There’s no need to reinvent the wheel. Setting up an approval workflow and adding new approvers or requesters is a lot 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. However, this action is only available to the organisation’s administrator, but 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 as well as the “Approve” and “Reject” buttons – no need for opening the web app to make your decision.  If you want to add a comment, just hit “Reply” and type your message. Then click on “Send” as if you were replying to a regular email message. Your comment will be added to the request in ApprovalMax and visible to other users.

If you’re not yet using ApprovalMax and would like to know more please reach out to us, we can talk you through all the benefits.

The same goes if you’re using ApprovalMax but not convinced it’s being used to its full capacity, let’s talk. We want you to be using all the tools in your toolbox to their maximum potential.

Happy Approving!

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