SBT Executive Series

SBT Executive Series

Searer Business Technology
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of a solution to get their bills and expenses approved and paid on time

Audience

Companies searching for a solution to manage their accounting processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$39 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ApprovalMax
United Kingdom
www.approvalmax.com

Company Information

Searer Business Technology
Founded: 2000
United States
sbtexecutiveseries.com

Alternatives

Alternatives

Gravity Software

Gravity Software

Gravity Software, LLC
SBS Financials Suite

SBS Financials Suite

Software Business Systems

Categories

Categories

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

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

Integrations

Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero
Claim ApprovalMax and update features and information
Claim ApprovalMax and update features and information
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