UI Improvement: An Enhanced Workflow Creation
In our continued effort to make ApprovalMax even more intuitive and easy to use, we've released a user interface (UI) improvement for our Workflow Creation page.
ApprovalMax empowers Xero with multi-step approvals for Purchase Orders, Bills, Sales Invoices and Credit Notes. Approval configuration can be done by business users with just a few clicks. Approval requests are made available to managers in their preferred way - by email, web-based or in a native mobile app.
ApprovalMax extends Xero with complex approval workflows that enable setting up rule-based conditional, sequential and parallel approvals as well as varying authorisation levels.
ApprovalMax provides automatic notifications to Approvers, as well as real-time report views of the approval progress and helps identify approval process bottlenecks and forecast delays.
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 complements Xero by tracking and capturing all approval related activities, including those performed outside of ApprovalMax, and presenting them in audit-ready form.
Watch ApprovalMax CEO Konstantin Bredyuk as he speaks about key ApprovalMax product capabilities and the main advantages ApprovalMax brings to cloud accounting platform users.
Employees can raise Purchase Orders without having to access the accounting system. Guardrails are provided for PO creation.
It is enforced that each Bill is reviewed and approved in accordance with company policies. Approvers receive all the related information, either in the Bill fields or as attachments. There's no need to access Xero for Bill approval.
ApprovalMax ensures that Sales Invoices are provided in full correctness and detail as agreed with the customer. Sales Invoices can be validated and authorised outside of Xero.
End-to-end purchasing solution: from Purchase Order creation, PO approval and its submission to the supplier to matching each Bill with the corresponding PO and Bill authorisation.
Approvers are taken out of the accounting software. Granular authorisation roles are supported. Better security is provided.
More transactions are performed. Less time is spent on clarifications. Reminder, email, and push notifications help avoid delays.
Guardrails for Requesters during Purchase Order creation are in place. Bills are matched with the corresponding POs. Reporting on the approval progress is generated.
Flexible approval workflows configured with the authorisation matrix ensure compliance with all internal or external regulations.
Finance managers can visually set up workflows and the approval matrix in a web browser.
Approvers receive approval requests in the app or as an email notification - on both web-based and native iPhone or 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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