Increased speed

Increased speed

One-click approval of unambiguous bookings fast- tracks the process and helps you reach your goal of flawless invoices through accurate bookings more quickly.

Better overview

Better overview

Get an instant analysis of your data with automatically generated comparison charts. The tree-view filter enables you to manage tracking entries in an organized fashion.

Eliminate Errors

Eliminate Errors

You’ll save a lot of time thanks to less back and forth between project managers and team members. Managers can simply correct minor mistakes in-line themselves.

Your benefits

Approval Management represents the bridge between employees carrying out their work and your company invoicing its customers. It is in important quality control step but you probably do not want to spend much time on it. This app helps you speed up the process and provides a complete overview of time entries and expenses.

A streamlined process

It is not impossible to quickly generate flawless invoices . With Approval Manager for Microsoft Dynamics 365 Project Service Automation and Dynamics 365 Project Operations project managers are able to move swiftly without sacrificying accuracy.
proMX

To see all bookings pertaining to a project, load it into the app. You can select among customers, contacts, projects and project tasks to find your records, or search for the data set in question.

proMX

A project tree allows you to filter bookings by company, project, project task and project task assignment and proceed in an orderly fashion.

proMX

A lot of time is saved if project managers can correct bookings themselves. Approval Manager includes an in-line edit function that eliminates the need to redirect bookings to employees.

proMX

You have all your bookings in front of you and have checked them for accuracy. Now select one or multiple entries and approve them for invoicing with just one click (yes, there is also a recall option).

What our customers say

Our project managers are thrilled with Approval Manager for Dynamics 365 Project Service Automation. Thanks to this application, they will have a far better overview of the data submitted.
Simon Schwarz,
Teamleader Business Applications
The inline editing feature is particularly handy because it speeds up the project manager’s review of submitted bookings.
If you like what you’ve seen of Approval Manager for Dynamics 365 Project Service Automation and Dynamics 365 Project Operations so far, see if it’s for you and try it out! Get all advantages by starting your trial version right away, no strings attached.
Start trial version

Combine with these apps

Microsoft Dynamics 365 PSA
A project management app that offers broad support in customer engagement for sales and project teams. Dynamics 365 Project Service Automation includes automation features for project planning, resource management, project billing and more.
Time Tracking for PO/PSA
An app that allows your team to record detailed project related working time and expenses. Time Tracking for Dynamics 365 Project Service Automation and Dynamics 365 Project Operations lets employees draft, edit, submit and recall bookings.
Project Gantt for PO/PSA
An essential tool for project management, controlling and planning. Project Gantt for Dynamics 365 Project Service Automation and Dynamics 365 Project Operations provides project managers with a multi-customer and multi-project Gantt view.
proRM Fast Start
A project and resource management app that that can be integrated into your sales solution. proRM Fast Start includes time and expense tracking, approval management, project planning and invoicing features.

Any questions?

I would be pleased to answer any queries you have.
Marina Proskurovska
Marina Proskurovska
International Sales

Find out how we can help transform your business with
Microsoft Dynamics 365 and proMX apps.

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