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ApprovalMax

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Reviews by verified Xero users.
4.8 out of 5 stars
630 Reviews

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BS
Brian Schick
Posted
4 out of 5 stars

This must be amazing for a Teacher to say they love it!

We use ApprovalMax in our school to approve purchase orders and bill payments. It replaced triplicate order books. The developers of our school admin software were trying to provide this facility for us, but could not accomplish what ApprovalMax can do. ApprovalMax is also much more cost effective. It has made things so much easier to approve and as it posts the purchase order and or bill and audit trail into Xero, we have gotten rid of our paper based filing cabinets. Staff can easily submit and or approve purchases from their mobile phone as so dont need to wait until they are at their laptop. I had a faculty head telling me that they love ApprovalMax. Teachers normally hate administration so this is a great bonus in that it helps them do this important task easily. We also use the integrated budget feature to show the budgets to the budget holders when they approve items. While this sort of works, it is not accurate as it only picks up things that are posted via AppprovalMax. It therefore doesnt get journal entries posted in Xero or recognise corrections to postings in Xero. We therefore sometimes have to manually check reports in Xero as well to ensure that something is in budget. It is for this reason that I have given it only 4 stars. Unfortunately we need to change our accounting system away from Xero to an enterprise level accounting package and I have already been flagging to our project group that there needs to be something as good as ApprovalMax provided in the planned move. Hopefully it will be a platform that ApprovalMax already integrates with so that we dont have to retrain all of our staff. I have no hestiation in recommending this product.

Response from ApprovalMax

This might be the most thorough review we've ever received from a school, and the detail you've shared speaks to how deeply your team has embedded ApprovalMax into the way you work. Your point on budget visibility is well taken, and we know that the gap creates extra reconciliation work for your team. The good news is that we're expecting to address this with an improved budget checking capability launching in October, which should close the gap and give your team a more complete process without needing to cross-reference Xero manually. It's also great to know you're already thinking ahead to your next platform and advocating internally for something that matches what ApprovalMax delivers. That's high praise, and we are really happy to have you in the community, Brian!
KG
Kirsty Gregory
Posted
5 out of 5 stars

Valuable tool for Audit

ApprovalMax streamlines financial processes and strengthens internal controls .It has customizable multi-level approval rules and budget visibility. I have implemented this system into three organisations that I have worked for.

Response from ApprovalMax

Using ApprovalMax across three different organisations is about the highest vote of confidence we could ask for, Kirsty. Thank you for trusting us to keep your approvals tight and your audit trail clean wherever you go. Great to have you in the community!
VH
Velda Houlden
Posted
5 out of 5 stars

Great audit trail

Simple but effective system tor approvals of purchases and invoices. As a school, it gives assurance to our auditors that we are following correct process and as it links to our Xero for Education finance system, makes life easier for me!

Response from ApprovalMax

Velda, peace of mind at audit time is one of the biggest reasons finance teams in education stick with us. It's great to hear that's been your experience. Thank you for sharing this, and we're looking forward to seeing how ApprovalMax continues to benefit your team.
YD
Yashika De Alwis
Posted
5 out of 5 stars
ApprovalMax is a very good system to be used which is user-friendly and make your work more efficient and hassle-free. I would love to recommend to use this system.

Response from ApprovalMax

Thank you for your recommendation, Yashika. The endorsement means a lot to us. We look forward to seeing how ApprovalMax continue to benefit your team!
MG
Mairy Guirgis
Posted
4 out of 5 stars
It a valuable and user-friendly system. The platform provides a clear and efficient process, making tasks easier to manage and helping improve workflow. My experience with the system has been positive and it contributed to improving efficiency and supporting day to day operations.

Response from ApprovalMax

Thank you for the review, Mairy. It's wonderful to hear that ApprovalMax is already making a tangible difference in your daily operations. We appreciate you taking the time to share your experience, and we look forward to seeing how the platform continues to support your team's growth.
BB
Bill Blythe
Posted
5 out of 5 stars

Excellent App

Really easy to use and intuitive app to authorise payments on Xero - highly recommended

Response from ApprovalMax

It's great to know payment authorisations are flowing smoothly alongside your Xero setup. Thank you for being part of the community, Bill!
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