I like how ApprovalMax keeps the approval process straightforward and easy to track. It gives Finance clear visibility into payment status, cuts down on manual follow-ups, and provides a solid audit trail. The integration with Xero is also very helpful. Review collected by and hosted on G2.com.
Sometimes the approval process can be slow when approvers aren’t available. It would be helpful to have more flexible workflow and notification options to keep things moving. Also, when there are multiple attachments, a “Download All” option would save Finance a lot of time, rather than having to download each document one by one. Review collected by and hosted on G2.com.
Thank you for such detailed feedback, Shirley. Glad to know that your finance team has more visibility into payments, less manual work and a clear record to lean on at audit time.
Regarding approvals stalling when someone's busy or away, the "Nudge" button can be used to send a reminder to whoever hasn’t acted yet; here's the detailed guideline: https://support.approvalmax.com/en/articles/455056-what-is-the-nudge-functionality-in-approvalmax. And if the approver is out of office, a substitute can be assigned to keep the requests moving; here's the setup: https://support.approvalmax.com/en/articles/413457-i-m-going-on-holiday-how-can-i-set-up-out-of-office-and-a-substitute-for-my-approvals. For the "Download All" option, we will pass this over to our product team.
If you need further guidance, please contact our support team via support@approvalmax.com; they're always happy to help.
We really appreciate you taking the time to share this!