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.
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 much could your organisation save with ApprovalMax?
Maximize your impact and see how much you can save by automating your approval workflows and streamlining your finance function.
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.
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.
Approved credit notes
When all approvals are in place, the credit note status changes to “Authorised” in Xero.