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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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Fill in the form to get the playbook:

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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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Regardless of how sales invoices get created, either manually in Xero or pushed to Xero by a time management or project automation tool (like WorkflowMax), ApprovalMax pulls automatically all sales invoices with the status "Awaiting Approval" and routes them as predefined in the approval workflow.

Sales invoice approval

Regardless of how sales invoices get created, either manually in Xero or pushed to Xero by a time management or project automation tool (like WorkflowMax), ApprovalMax pulls automatically all sales invoices with the status "Awaiting Approval" and routes them as predefined in the approval workflow.

Sales invoice approval

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Works with
Bring your sales invoice approval to the next level
with ApprovalMax:

Single point of truth for the review and authorisation of sales invoices

Improved accuracy and no need to correct sales invoices already sent to clients

Proper authorisation levels in a fully automated approval process

Transparent approval process that’s always on the surface

No delays and full certainty regarding the correctness and delivery of sales invoices

Ensured accountability, compliance with internal controls and complete audit trails

How it works
1
Fetching sales invoices from Xero
Sales invoices are created and submitted for approval in Xero using WorkflowMax or any other workforce management tool. ApprovalMax then pulls all sales invoices that have the "Awaiting Approval" status, including all relevant details, and starts the multi-step approval workflow.
2
Multi-step and multi-level authorisation
Next, approvers review the sales invoices 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 sales invoices
When all approvals are in place, the sales invoice status changes to “Authorised” in Xero and the documents move to the “Approved” list.