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 for Projet Service Automation project managers are able to move swiftly without sacrificying accuracy.

 
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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.

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

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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.

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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 for Project Service Automation. Thanks to this application, they 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.

Want to experience the benefits of Approval Manger for Dynamics 365 for Project Service Automation first-hand?
Head to Microsoft AppSource for a free trial version.

GO TO MICROSOFT APPSOURCE

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