Overview
ApprovalMax makes it easy for Xero users to build robust financial controls across accounts payable (AP) and accounts receivable (AR). This all-in-one solution gives you full control and speeds up approvals for bills, PO’s, invoices, credit notes, and batch payments without the need for paper or emails. Automated routing has been designed to handle multi-role and multi-tiered approval workflows, giving you precious time back in your day.
Hundreds of Xero users have given ApprovalMax 5 star reviews for maximising efficiency, going paperless, automatic audit trails, and speeding up invoice approvals. An added security bonus is that there’s no need to give Xero access to your users in order to do approvals – use ApprovalMax instead and your approvers will only see what they need to see, keeping the accounting data in your general ledger safe and secure.
ApprovalMax has new product add-ons for Xero users, as at 12 June 2024, to help build out end-to-end AP efficiency:
- ApprovalMax Capture. Upload photos or PDFs of bills so they can be automatically scanned, then imported into ApprovalMax for approval.
- ApprovalMax Pay (currently in Beta for UK businesses). Make secure payments for approved bills directly from the ApprovalMax platform with open banking technology.
Benefits of ApprovalMax for businesses:
- Automated approvals. Manage your delegation of authority with flexible approval workflows.
- Full control. From purchase order approval, to bill approval, and batch payment execution.
- Budget checking. Check spend against budgets in real-time.
- Sales quotes. Create, approve, and share sales quotes with customers from ApprovalMax.
- Audit-readiness. Benefit from automatically generated audit reports and for stress-free audit preparation.
Benefits of ApprovalMax for accounting and bookkeeping firms:
- Clean data. Peace of mind knowing your clients have clean and correctly coded data.
- Reduce your firm’s risk. Share responsibility with your clients by seeking approval at every stage.
- Standardisation. Give your clients’ an efficient app stack with best in class approval workflows.
- Broaden your service offering: Use automation to expand the services you provide for clients.
Need more end-to-end automation? ApprovalMax also integrates with other apps:
- Capture it – save time on entering the data with Dext.
- Approve it – process bills with ApprovalMax.
- Pay it – close the loop of AP processing with Airwallex batch payments (for UK, Australia, and New Zealand businesses only).
ApprovalMax + Xero
ApprovalMax is a powerful all-in-one solution that integrates seamlessly with Xero to ensure automatic data exchange with a two-way sync. It only takes minutes to connect your Xero account to an ApprovalMax organisation. Once you connect ApprovalMax with Xero, you’ll be able to enhance your accounts payable and receivable processes securely in just a few clicks and create end-to-end workflows across AP and AR.
Getting started
To get started with ApprovalMax:
- Go to the top of this page and click on the ‘Get this app’ (blue button) to start a free trial of ApprovalMax for 14 days.
- When prompted, use Xero Single Sign-On / Single Sign Up (SSO/SSU), Google SSO, or your email to create an account.
- Follow the steps to verify your account.
To connect ApprovalMax to Xero:
- In the main menu, find your ApprovalMax Organisation. Then open ‘Approval Workflows’ under ‘Workflows And Settings’.
- Click on the ‘Connect’ button next to ApprovalMax Workflows for Xero.
- Select the respective Xero Organisation and authorise ApprovalMax.
