ApprovalMax Product Update

Budget management is often challenging – but it doesn’t have to be. Whether you’re a small business or complex operation staying on top of your finances is key to making smart decisions, avoiding overspending, and using resources wisely.

If you’re using QuickBooks Online (QBO), ApprovalMax’s new Budget Checking feature makes it easy to sync budgets from QBO and manage them directly within your approval workflows. With real-time monitoring, you’ll always know where you stand financially – exactly when it matters most.

Budget Checking in ApprovalMax makes approvals easier. Whether it's a bill, purchase order, or any other expense, the system automatically checks budgets in a window right alongside your request, helping your team stay on track without extra hassle. Automating budget checks removes the need for manual comparison, speeding up the approval process and cutting down having to pull up new files or open new tabs.

Why Budget Checking helps

Budget Checking provides several benefits:

• Cost control - Track spending and ensure it stays within set limits

• Informed decisions - Compare budgets against actuals for better planning

• Proactive oversight - Flag overspending risks early to take action fast

• Accountability - Keep team members aligned with financial goals

How ApprovalMax improves budget workflows

ApprovalMax enhances QBO’s budgeting functionality by offering:

• Custom tracking: Choose from several timeframes and both net/gross calculations for better alignment to track spending patterns.

• Real-time alerts: When a bill, purchase order, or expense is submitted for approval, Budget Checking automatically matches the request against the budget and instantly flags potential overspending.

• Effortless syncing: Automatically sync financial data from QBO into approval workflows, including bills, purchase orders, and expenses. This guarantees budgets are checked in real-time without the need for manual updates.

Read more now - https://blog.approvalmax.com/take-control-of-your-budgets-with-approvalmax?utm_content=399614183&utm_medium=social&utm_source=linkedin&hss_channel=lcp-5402748