By ApprovalMax4.85 out of 5 stars
ApprovalMax is an approval app that extends Xero with powerful approval automation features for accounts payable and accounts receivable.
ApprovalMax replaces paper and email approvals with fully automated multi-role and multi-tiered approval workflows. It streamlines the accounts payable process, ensuring spend control and regulatory compliance are adhered to. Great for accountants, bookkeepers, internal accounting teams, and organisations that outsource their financial services.
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.
- Approval of Xero contacts: create new suppliers in ApprovalMax and use the multi-step automated workflow for their authorisation.
- 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.
- Budget checking capability: approvers can view the relevant budgets right on the screen with the document awaiting approval
- Auto-approvals: save approvers’ time by setting up auto-approval rules for smaller or regular expenses
- Direct integration with Dext Prepare: all invoices and expenses captured by Dext Prepare 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.
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ApprovalMax + Xero
ApprovalMax is seamlessly integrated with Xero to ensure automatic data exchange and bi-directional synchronisation between these two apps.
👉Read our 12 ways approval automation improves your experience with Xero eBook to learn more.
Explore how to setup ApprovalMax
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
4 out of 5 stars
We've worked with Approval Max as part of our Financial Management App Stack for 2.5 years. The collaboration ad cohesion between software packages is really good. While the set-up for multiple account codes, users and approvers does take time, when set up is complete the systems is easy to use. The Learn More resources are good for training and refresher purposes.
3 out of 5 stars
I am very enjoying with ApprovalMax. However, it would be greater if the system could have cryptocurrencies for payment workflow and a button to click on payment ticket that this payment request is paid so that easier for us to control status. Thanks!
5 out of 5 stars
I have been asked a couple of times to leave a review for my experience with ApprovalMax, I sincerely apologize I was busy enjoying and sharing my experience with all my colleagues. Here I am now, ApprovalMax is simple, user friendly, responsive and all diverse companies in the group through one account. It is so easy for me to navigate from one company to another, and I am so pleased of how it so easily connects and works perfectly with DEXT and Xero, super exciting. Thanks!
Invoicesshared from Xero to ApprovalMax and from ApprovalMax to Xero
Contactsshared from Xero to ApprovalMax and from ApprovalMax to Xero
Accountsshared from Xero to ApprovalMax
Tracking Categoriesshared from Xero to ApprovalMax
Tax Ratesshared from Xero to ApprovalMax
Purchase Ordersshared from Xero to ApprovalMax and from ApprovalMax to Xero
Itemsshared from Xero to ApprovalMax
Currenciesshared from Xero to ApprovalMax
Credit Notesshared from Xero to ApprovalMax and from ApprovalMax to Xero
Branding Themesshared from Xero to ApprovalMax
By ApprovalMaxAdded in 2016
CountriesAustralia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States
SupportSetup walkthroughContact firstname.lastname@example.org
Contact+44 20 3034 3380
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.