‘On Hold’ Status. Need to pause a request? No problem. Instead of cancelling the request and restarting, you can simply put it on hold and pick it up later – even from your phone.
Nudge. It’s like a friendly tap on the shoulder for approvers who still need to take action. Only those who haven’t acted will get a reminder, and we’ll log everything in the audit trail for full transparency.
ApprovalMax Capture for Purchase Orders. Automatically extract key details from POs, with bulk uploads and email submission for smoother processing, saving you hours by reducing the need for manual data entry.
Sales Invoice Approvals. No more “oops, I forgot to check that.” Multi-step approvals make sure invoices are reviewed properly before syncing to NetSuite.
Approve New Vendors. Verify each and every supplier before they go into NetSuite. Now, you can review and approve new vendor records for proper screening, every time.
Schedule Batch Payments. Plan and automate batch payments to fit your cash flow and vendor terms so you can finally relax when payday rolls around – no more last minute scrambling!
Overdraft Payments. ApprovalMax Pay (UK only) lets you send payments even if your connected bank account's available balance is too low, as long as your account has an overdraft facility.
Track Goods Received Note (GRN) Status. Stay on top of your GRNs during Bill-to-PO matching. Only pay for what’s actually been delivered, rather than things still in transit or not yet on their way.
Credit Note AP/AR Creation. Create credit notes directly in ApprovalMax without any extra steps, eliminating the back-and-forth often required in accounting software.
Bill Duplication Detection. Get an alert if you’re about to pay a bill that’s already been entered. The feature flags duplicates based on invoice number, supplier, date, and amount.
