ApprovalMax vs. Webexpenses

As mentioned previously - able to send invoice based on amount , program code and division code ,supplier is very useful feature ; If an invoice does not fit into approval process than it is rejected and an email is received mentioning the reason

Incentivized

Really suits me well for making mileage claims, the map works well and it has an accurate log of addresses. Very handy and easy to be able to add any necessary receipts. Could be a good idea to include live road closures? but I understand that's quite tricky to do. Really easy to be able to move routes when you have gone a different way than recommended.

Incentivized

• choice based on Program codes / division codes - we use Xero accounting system and we have 22 program codes and 11 divison codes ; once invoice is entered in Xero depending on relevant program code and divison code, Approval max automatically send invoice to relevant person depending on approval workflow process . One manager could be handling multiple divison and program codes; if our approval work flow process is properly designed - it is accurate in sending invoice to relevant manager.
• invoice can also send to various managers based on General ledger codes ; this flexibility makes useful when manager is handling only certain nature of expenses regardless of program codes / divisionl.
• Approval process can also be designed based on level of amount ; and level of amount is derived from our Delegation policy. it makes audit of application of delegation policy easy ; we give copy of delegation policy and print of approval work flow process to auditor.

Incentivized

• imports credit card transactions from our corporate card program without issue
• allows for easy set up of new users
• is a very intuitive, easy to learn tool
• has a very responsive support and customer service team
• Set up and configuration was thorough, and they were able to work through our unique issues, such as custom segments in NetSuite.
• It is a very inexpensive product. Well worth the cost.

Incentivized

• date and time of change in approval process ; for example if Mr. A was responsible for all expenses above $1000 in Oct 23 and from Nov 23 it is changed to $5000 . in Dec 23 if it is checked - it will show approval limit of $5000 ; but will not show from which date limit was changed. Auditor always asks this question when the limit was changed in approval max - we cannot prove it.
• If there is audit trail of who made the changes , when and what changes were made ; will be good.
• when we are in main page of seeing invoices awaiting approval - there are hundreds of invoices - searching for one invoice from particular supplier is very cumbersome job - we have to go by each and every invoice in order to find that invoice ; it will be good if we have search function on main page itself ; in current scenario we have to go to report section - input all filters and than search for that particular invoice.

Incentivized

• When you click add receipts after putting the details of your expense, you get the impression that you have done something incorrect from the prompt that you receive
• Two options for adding receipts can confuse people when training them on how to use
• An easy to access FAQ would be helpful

Incentivized

It depends if alternative systems for other functions (HR / Payroll) have expenses functionality included as a supplementary service. If they’re part of a total system then having a separate system for expenses when another system provides the functionality (even if mildly less efficient, etc) then it wouldn’t be viable

Incentivized

Based on what I have used it for, it was very easy to use and navigate. The approval process was already setup on the back end so there was no confusion on my end. Notifications were sent to my email based on status which made it helpful to understand where an expense was in the process.

Incentivized

it is always available when I need it

Incentivized

Some times image uploads can be slow and you have to alter the image resolution to increase the speed

Incentivized

The support for the initial setup was great, but since then we have only had to contact support once when we had problems uploading credit card files. The help we received at this time was not good and we ended up trying various things until we resolved the problem ourselves. The online support tutorials are good, but searching for a specific issue is difficult.

All went well.

Incentivized

It was difficult to train multiple people via video, as they learned at different speeds, and most of the user champions were not as capable with systems and finance processes as our dept.

Incentivized

As long as you have people that are fully aware of the setup steps to get users into the software then I would see no issues arising for any company.

Incentivized

Incentivized

The ease of use of the platform has been the biggest benefit of this system. We didn't need to provide any structured training to our staff, we just sent out the link and people were able to intuitively use the platform. Other competitors were harder to navigate and to use.

Incentivized

because as the business has grown to has the user base

Incentivized

• It has certainly made a positive impact ; it is definately worth its value ; when we are processing hundreds of invoices every fortnight ; getting approval of invoices in timely manner for all invoices is of paramount importance . as approval max has its own app - approval can be done on mobile phone also ; this is particularly helpful when staff is travelling .

Incentivized

• Easy integration with your existing finance / accounting software.
• Lot of time is being saved in maintaining records and now going completely online.
• Love the option of Scan receipts with Google-vision-powered optical character. This also resulted in less use of paper in our office.

Incentivized