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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
236 Reviews
5 star
(88%)
4 star
(11%)
3 star
(1%)
2 star
(0%)
1 star
(0%)
NK
Nori Kuzumaki
Posted
Easy to use and good links with Xero.
PH
Peter Higgins
Posted

ApprovalMax Contact Support

This an easy application to navigate around and use, but the outstanding thing for me is the Contact Support - I had a reply to my query within an hour with what I can or need to do, which allowed me to continue my processing. Great!
HH
Helen Hepburn
Posted
I have found using approvalMax brilliant, it makes processing faster, and we have less paper around the office
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

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