Earn 14,000 Qantas Points for your business when you sign up to ApprovalMax via the Xero App Store*
T&Cs Apply.
This website uses cookies to ensure you get the best experience on our website. More info
Got it!
 
Learn how much time and money you could save with automated approvals with our savings calculator! 
A trial is available from a desktop only. Please start a trial from a desktop. Leave your email here if you would like to receive a reminder with the link to your inbox.
Start a trial from desktop
Get a reminder with a link to start an ApprovalMax trial later.
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

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.