ApprovalMax fully replaces paper- or email-based manual approvals of bills and supplier invoices with automated approval workflows that establish granular financial controls for all spending accounted for in Xero or QuickBooks Online.
ApprovalMax fully replaces paper- or email-based manual approvals of bills and supplier invoices with automated approval workflows that establish granular financial controls for all spending accounted for in Xero, QuickBooks Online.
With our flexible workflow builder it is easy to recreate any authorisation policy. Set up rule-based conditional, sequential and parallel approvals and fine-tune the role for approvers. The approval routing rules support multiple criteria; such as amount, GL code, supplier, tracking category for Xero and Vendor, Class, Amount for QuickBooks Online.
Automated notifications and comments
Approvers get automated notifications and reminders, comments can be left in the approval steps for transparent team collaboration. Real-time reports allow the finance team to quickly identify bottlenecks in case of delays.
Add an auto-approval step to a workflow and specify which kinds of documents are to be approved without any manual intervention. This way you can save the approvers time and help them focus on what’s really important.
On-the-fly changes and exception handling
ApprovalMax offers various capabilities to support approval exceptions: approval delegation, default approvers, the detection of "No approver found" cases and the option to force an approval decision.
Mobile, email and web approval
Authorise bills and purchase orders the way that suits you best. There are three options for approving: from a mobile device, via web access or straight from the notification with the “Approve from an email” function. So, all possible work scenarios are covered.
Benefits of using ApprovalMax for approval automation
Unified and standardised authorisation for all finance documents
Flexible, multi-level routing with approval criteria based on custom accounting rules
No-hassle approvals with automated notifications and the option to approve on the go
Complete approval traceability and automated audit trails
12 ways approval automation improves your experience with Xero