SBT Executive SeriesSearer Business Technology
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Related Products
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About
Streamline your workflow instead of sending 100s of emails to get approval for accounting documents. Granting everyone accesses to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need to access the general ledger and only ever see information relevant to the documents that require their approval. The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax. You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode.
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About
Executive Series is a highly scalable and completely integrated multi-company accounting solution with strong drill-down capabilities. The Executive Series accounting system is available as either a web/cloud subscription service or as a locally deployed client/server accounting system. Standard features include document scanning, user-defined security, file attachments, workflow routing, and approvals. Multi-entity (multi-company/fund) support allows for managing hundreds of companies without having to ‘open’ a company to switch. Hundreds of standard reports are available, all of which may be run for a single company, groups of companies, or all companies. Automated Work Flow with Built-in Routing. Approval and re-approval support. Flash note reminders allow you to specify when and where the reminder will display. Report Maintenance allows easy customization of reports. User Defined Calendars support over 999 accounting periods per fiscal year.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Businesses in need of a solution to get their bills and expenses approved and paid on time
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Audience
Companies searching for a solution to manage their accounting processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
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Pricing
$39 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationApprovalMax
United Kingdom
www.approvalmax.com
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Company InformationSearer Business Technology
Founded: 2000
United States
sbtexecutiveseries.com
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Categories |
Categories |
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Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
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Accounting Features
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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Integrations
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero
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Integrations
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero
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