ApprovalMax extends Xero with fully digital processes for efficient spend and revenue management. It provides multi-role and multi-tiered approval workflows for Bills, Purchase Orders, Credit Notes, Sales Invoices, and enables Purchase Order creation and approval outside of Xero. It facilitates x-way matching of Bills and POs, and supports budgeting control.
ApprovalMax complements Xero with complex approval workflows that enable setting up rule-based conditional, sequential, and parallel approvals as well as varying authorisation levels.
Bills can be matched with the corresponding Purchase Order(s) and get approved based on this matching. The Budget Check capability verifies that the total Bill amount does not exceed the amount of the initial PO(s).
ApprovalMax enhances Xero with capabilities for handling non-standard approval scenarios, such as delegating approval requests, setting a default approval action, forcing the approval decision.
ApprovalMax extends Xero with configurable notifications and reporting. Default and custom reports can be generated to provide the approval activity history in audit-ready form.
A detailed history of all approval decisions is provided for audit and compliance control purposes. Once the final approval has been collected, an audit report is created to enable tracking of all key approval decisions; ensuring audit readiness at any given time.
Our capable mobile app not only enables Requesters to raise Purchase Orders on the go. It also provides all the relevant data needed for making an informed decision on Purchase Order, Sales Invoice, and Bill approval requests from mobile devices.
We started using ApprovalMax to improve our own sales invoice approval process. It created significant benefits including improved cashflow, greater accuracy and excellent accountability. We are now rolling this out to clients and and the positive feedback has been impressive.
It is a fantastic application that integrates with Xero extremely well. User experience is excellent and it is very intuitive to setup and use.
We have been using Approvalmax since April 2016 and it has completely replaced our previous paper based approval system. It completely replaces the simple approval process in Xero with something that could fit anyone's needs.
ApprovalMax team have been excellent to work with. We have ApprovalMax working for our larger farming clients for multi level approvals. This app should really be listed under the Agriculture section on the Xero App store as well.
More than happy to assist anyone looking to get this setup for their business.
Approvers are taken out of the accounting software. Granular authorisation roles are supported. Better security is provided.
Flexible approval workflows configured with the authorisation matrix ensure compliance with all internal or external regulations.
Guardrails for Requesters during Purchase Order creation are in place. Bills are matched with the corresponding POs. Reporting on the approval progress is generated.
More transactions are performed. Less time is spent on clarifications. Reminder, email and push notifications help avoid delays.
Finance managers and partners can visually set up their approval flows and rules in a web browser.
Approvers receive approval requests in the web or mobile app, or as an email notification. Mobile apps are available for both iPhone and Android platforms.
Xero is easy to use online accounting software that's designed specifically for small businesses.
It's all online, so you can work when and where you want. Just log in on your PC, Mac or mobile decive.
Invite your team and work together on finance matters; collaborate on the basis of up-to-date figures.
Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
Xero takes care of all you need to run your business — including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free
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