Overview
Approveit will make your bill and purchase order management easier
With Approveit, any member of your team can raise a purchase order or create a bill without having to access your Xero account.
Approveit integrates with Slack and Microsoft Teams making it simple to submit, review and approve new bills and purchase orders right in your messenger.
New invoices, bills and POs created in Approveit get approved and then synced with Xero automatically - only fully approved bills and purchase orders will appear in Xero.
Your vendors list, items and categories will sync with Xero - no need to enter all that manually!
With Approveit you can:
- Automate the approval process. With conditional logic and multi-step flow, it will always be in compliance with your internal policies.
- Eliminate manual transfer of POs, invoices and bills to XERO
- Make compliance and EOTY audits a breeze with downloadable reports
- Track spending and allocate budgets
Approveit takes only 5 minutes to set up thanks to our XERO workflow templates, enabling you to automate your finance operations quickly and with no stress.
Our support managers will personally help you with anything you need.
Approveit account and XERO account are required to use our platform.
Visit our website to learn more and start automating your workflows!
Approveit + Xero
Approveit integrates with XERO directly! It’s extremely easy, you don’t need any coding skills or anything like that.
Direct integration with XERO will let you: Use the Purchase Order approval template that is identical to the one in XERO Have filling options dropdowns in the approval request input fields “supplier”, “product”, “category”, “tax rate” pulled in from your XERO account Automatically create a new Purchase Orders in XERO upon approval of the request
There is a detailed guide on how to set it all up.
Approveit integrates not only with XERO but with over 3000 apps!
Through API with any system of your choice
Getting started
Click "Get This App" button above to sign up to Approveit via XERO.
After you’re finished with our short onboarding, you’re ready to create your first approval workflow right away. Click here (https://approveit.today/blog/creating-workflow-guide/) to see the detailed guide on creating a workflow. While creating your first workflow you can choose our XERO Purchase Order Approval template to make your approval request form repeat the XERO purchase order template.
To automate transferring your purchase orders to XERO upon approval, connect Approveit to your XERO account in your Approveit account settings. Here is the guide (https://www.youtube.com/playlist?list=PLoRo7GMku8MGYDvnjTyv6i2XD6tDdPYa_) on how to do that.
In case you have any questions or difficulties, just drop us a line! Our support team will be happy to assist you.