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 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 with configurable notifications and reporting. Default and custom reports can be generated to provide the approval activity history in audit-ready form.
The mobile app allows raising Purchase Orders by Requestors. Purchase Order, Sales Invoice and Bill approval requests can be approved from mobile with all the approval request data at hand.
Watch ApprovalMax CEO Konstantin Bredyuk as he speaks about key ApprovalMax product capabilities and the main advantages ApprovalMax brings to cloud accounting platform users.
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 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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