ApprovalMax
Spend Control and Optimisation for Xero
ApprovalMax complements Xero for spend and revenue management processes. 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 also facilitates x-way matching of Bills and Purchase Orders, and supports budgeting control.
ApprovalMax ensures better process control and visibility, and fosters compliance and audit readiness for both in-house and outsourced accounting practices.
Common customer profiles include geographically distributed businesses, multi- entity organisations, non-for-profits, governments and schools, financial service outsourcing firms.
ApprovalMax + Xero
ApprovalMax empowers Xero with easily configurable approval workflows for Purchase Orders, Bills, Sales Invoices, and Credit Notes.
Selected features include: Multi-step and Multi-level Approval Matrix, Exception Handling, Notifications and Reporting, Mobile Support.
The ApprovalMax End-to-End Purchasing Solution includes Purchase Order Creation, Bill to Purchase Order Matching, Budget Check during PO and Bill approval.
ApprovalMax works seamlessly with apps from the Xero-ecosystem and provides digitalisation and end-to-end automation for AP processes.
Getting started
ApprovalMax is pre-integrated with Xero, which ensures automatic data exchange and synchronisation between these two apps.
Activating the ApprovalMax-to-Xero connection is a highly intuitive 3-click process, which is normally done while signing up to ApprovalMax. The users can also rely on step-by-step guidance in the Product and the Administrator Guide for help if needed.
