ApprovalMax
By ApprovalMax
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ApprovalMax is an approval app that extends Xero with powerful approval automation features for accounts payable and accounts receivable.
Overview
ApprovalMax replaces paper- and email-based approvals with fully automated multi-role and multi-tiered approval workflows, and ensures spend control and regulatory compliance for both internal accounting and financial services outsourcing organisations.
Key features and capabilities:
- Approval automation for accounts payable and accounts receivable: multi-step and multi-role authorisation process with easy setup for bills, purchase orders and sales invoices to make sure they are fully authorised before payment.
- Unlimited user number, fully digital approval process and automated audit trail: any number of users can create, review, and approve Xero documents. No papers to sign, no chasing approvers. Detailed audit trail with all actions and comments.
- On-the-go approvals and instant notifications: business approvers, budget holders, executives review and approve (or reject) purchase orders and bills via our mobile or web app; or by replying to an automated customisable notification they received.
- Bill to purchase order matching and X-way matching: for an additional level of control, bills can be matched to purchase orders and also with proof of delivery documents.
- Direct integration with Receipt Bank: all invoices and expenses captured by Receipt Bank can be routed straightaway through the multi-step and multi-role authorisation workflow run by ApprovalMax, and posted to Xero after authorisation.
- Compatibility with all data capture tools: ApprovalMax works with all data capture tools that are pre-integrated with Xero.
ApprovalMax + Xero
ApprovalMax is seamlessly integrated with Xero to ensure automatic data exchange and bi-directional synchronisation between these two apps.
Getting started
To get started with ApprovalMax:
- Sign on using Xero Single Sign-On / Single Sign Up (SSO/SSU), Google SSO, or your email.
- Then connect to your Xero organisation, set up users and activate pre-built workflows or create your own custom workflows.
Reviews & ratings
118 Reviews
5 star(108)
4 star(6)
3 star(0)
2 star(0)
1 star(0)
RS
Rosalind Song
Posted
Overall a very nice software
ApprovalMax makes approval process easier than before. There can be improvements around Approver's able to change descriptions when they edit an invoice in ApprovalMax.
JT
Jordan Taylor
Posted
Very Good Product
All in all our experience using Approval Max has been a good one. It has eased the process of invoice authorisation quite considerably and in turn allowed speed of the whole process to improve. Ease of use for end user is really good. The only thing it doesn't do for us at the moment is allow various sign offs at the same level. If an invoice is rejected by one person the whole invoice tends to move back to draft even though there could be another person or two who have already authorised their elements meaning they have to do it again which isn't ideal
MP
Melanie Parnell
Posted
Easy to Use perfect for multi site
We recently took on a contract which meant we would be managing business units based over multiple sites Approvalmax was the perfect solution to managing quick and easy approval of invoices by managers in different locations and for those working from home still. Easy to use, simple to learn and affordable it has made life easier for our accounts people and managers
Additional info
Shared data
Xero
ApprovalMax
Accounts
Branding Themes
Contacts
Credit Notes
Currencies
Invoices
Items
Purchase Orders
Tax Rates
Tracking Categories
App details
By ApprovalMax
Added in 2016Countries
Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughIntegration walkthroughsupport@approvalmax.comContact
+44 20 3034 3380Follow
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