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ApprovalMax
for Xero

UK time zone

ApprovalMax
for Xero

ANZ time zone

ApprovalMax
for QuickBooks Online

UK/US time zone
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ApprovalMax Partner Enquiry

You own or work for an accounting firm and are interested in ApprovalMax? Then contact us today and request a call-back or demo. We're happy to demonstrate all the benefits ApprovalMax offers you and your clients.

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Service package

What's included


  • Requirements and scoping session
  • Help with workflow implementation
  • User and Administrator training

A standard package, yet customised to your needs!

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ApprovalMax is also the right solution for the authorisation of Xero credit notes. It pulls all credit notes that were created in Xero and have the “Awaiting Approval” status to route them through the predefined approval workflow.

Credit note approval

ApprovalMax is also the right solution for the authorisation of Xero credit notes. It pulls all credit notes that were created in Xero and have the “Awaiting Approval” status to route them through the predefined approval workflow.

Credit note approval

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Works with
Bring your credit note approval to the next level
with ApprovalMax:

Transparent approval process that’s

always on the surface

Single point of truth for the review

and authorisation of credit notes

Proper authorisation levels in a fully automated

approval process

Ensured accountability, compliance

with internal controls and complete audit trails

How it works
1
Fetching credit notes from Xero
Credit notes are first created and submitted for approval in Xero, then ApprovalMax pulls all with the "Awaiting Approval" status and starts the multi-step approval workflow specified for them.
2
Multi-step and multi-level authorisation
Next, approvers review the credit notes and either approve or reject them. They can leave a comment (optional), request changes to be made and, in case of rejection, give a reason for their decision.
3
Approved credit notes
When all approvals are in place, the credit note status changes to “Authorised” in Xero.
1
Bill fetching
Fetching bills for review and approval can happen in different ways. One option is to create bills directly in ApprovalMax. Another one is using Dext Prepare to digitally capture invoices and then push their electronic version straightaway to ApprovalMax for review and approval.
2
Multi-step and multi-role authorisation
The automated approval workflows route bills through a multi-step and multi-role authorisation process based on one or several criteria pulled from QuickBooks Online; such as vendor, amount, category, class, location.
3
Approved bills
Once fully authorised, bills are pushed to QuickBooks Online with an automatically created audit report that captures the authorisation history attached.