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Approve and create new Purchase Orders right from Slack without any manual copy-pasting! Build a purchase order approval workflow in five minutes to free up hours of collective work. Automatically create new Purchase Orders upon approval.

Overview

Approveit is an app that takes routine and time-consuming approval process and turns it into a smooth automated workflow in a matter of minutes.

Benefits: Easy to use: Setting up your first automated approval workflow will only take five minutes No confusion in approval requests: Everyone on your team will have the same request form to fill in with required and optional fields that you need to set up only once. All approvals in one place: You can approve right from Slack or email, or, if you prefer, Approveit web app. Transparency: Approval history is logged and stored, and is available to you at any moment.
No manual copy-pasting = fewer mistakes: Once the request is approved, a new purchase order will be automatically created in XERO Versatility: Approveit is not limited to just purchase order approvals. You can automate approval workflows across your entire organization.

Perfect for Finance to approve: Purchase orders Expense reimbursements New vendors New deals

Main features: simple approval workflow builder with a pre-set XERO template available multi-step approvals approvals streamline right in Slack or email conditional rules for the approval process direct integration with XERO (and 3000+ apps) import existing organizational structure .csv or create one from scratch approval history download in .csv or .xlsx (for SOC compliance audits)

Build your first approval workflow in minutes:

📝 Use our templates to create custom approval forms 👬 Assign approvers, add steps, and set up approval conditions 🔗 Integrate with the software your team uses for post-approval actions automation 📩 Receive and process approval requests right in Slack or email workspace

📓 View, sort, filter, and export your team's approval history in Excel/CSV format.

🌳 For every 100 approval requests you make Approveit donates to plant one tree! Also, 1% of our revenue we contribute to carbon removal. Let's make the world better together

🔥 Free 7-Day Trial available! Try all our premium features before you decide to upgrade your Plan.

Explore all features of Approveit

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

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Additional info

Shared data

Xero
Approveit
Accountsshared from Xero to Approveit
Tax Ratesshared from Xero to Approveit
Purchase Ordersshared from Xero to Approveit and from Approveit to Xero
Itemsshared from Xero to Approveit
Contactsshared from Xero to Approveit

App details

Added in 2022

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@approveit.today

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