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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

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.