ApprovalMax is an approval app that extends Xero with powerful approval automation features for accounts payable and accounts receivable.
    Overview

    Earn 14,000 Qantas Points when you sign up via the Xero App Store*. Xero customers must be a Qantas Business Rewards member and use the same ABN registered with their Qantas Business Rewards account. Qantas Points will be awarded once connected to the app for a minimum of 90 days. (AU only)

    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.

    *Terms & conditions apply. Must be a Qantas Business Rewards member to earn Qantas Points. See here for offer details.

    Explore all features of ApprovalMax

    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.

    Reviews & ratings

    4.9
    233 Reviews
    5 star
    (89%)
    4 star
    (10%)
    3 star
    (1%)
    2 star
    (0%)
    1 star
    (0%)
    RA
    Ronel Ambrocio
    Posted

    Approval max-Xero

    This is great, very easy to set up, use and manage. We've been using it for 2 years already and I can say we are very satisfied.
    TM
    Toanita Mayer
    Posted
    Excellent
    SB
    Shirley Brown
    Posted

    Hubdoc-ApprovalMax-Xero

    Using ApprovalMax along side Hubdoc and Xero. Great Approval system which the Auditors are happy with. Has been great over Lockdowns and is perfect for my quest to go Paperless!
    Additional info

    Shared data

    Xero
    ApprovalMax
    Accounts
    Tracking Categories
    Tax Rates
    Purchase Orders
    Items
    Invoices
    Currencies
    Credit Notes
    Contacts
    Branding Themes

    App details

    Added in 2016

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughContact supportsupport@approvalmax.com

    Contact

    +44 20 3034 3380

    Follow

    TwitterFacebookLinkedIn
    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.