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Approveit

By Approveit
5 out of 5 stars
Free 6 day trial available
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Allow your team to create and approve bills, POs, invoices, quotes, and contacts right from Slack or Microsoft Teams without direct Xero access and enjoy a solid audit trail for all financial decisions made.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Try this app
Free 6 day
trial available
Listed for
2 years
June 2022

Overview

Approveit allows your team to request and approve bills, POs, quotes, invoices, customers, and vendors right from Slack and Microsoft Teams without direct access to XERO.

Approveit automates approval workflows for your AP and AR management to streamline your finance & accounting operations and reduce manual work to a minimum.

Integrations with Slack and Microsoft Teams make submitting new POs, bills, invoices, or other payment documents simple and intuitive.

Approveit syncs with Xero in one click right during the setup process, so you don't have to manually populate Approveit workspace with your vendors, customers, tax rates, categories, or items. One click - and it's all there.

If you have more than one organization - all of them can be managed with one Approveit account.

With Approveit you can:

  • Automate the approval process. With conditional logic and multi-step approval flow, it will always be in compliance with your internal policies.
  • Automatically transfer approved POs, quotes, invoices and bills to XERO
  • Make compliance and EOTY audits a breeze with downloadable reports
  • Track spending and allocate budgets for projects or departments
  • Assign tasks to your team and track execution statuses

Approveit takes only 5 minutes to set up thanks to our XERO workflow templates, enabling you to automate your finance operations quickly and with no stress.

Our support managers will personally help you with anything you need.

Approveit account and XERO account are required to use our platform.

Visit our website to learn more and start automating your workflows!

Approveit
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Approveit + Xero

Approveit integrates with Xero directly and out of the box. It offers two-way sync with Xero, allowing you to get data from and transfer data to Xero seamlessly. Approveit auto-syncs your vendors, customers, tax rates, categories, and accounts with Xero allowing you to create them in Xero or in Approveit, depending on your preference. Visibility of some tax rates and categories can be easily limited if you need to. You can select the status of bills, invoices, POs, and quotes that are automatically transferred to Xero upon approval. Login with Xero is available.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

CS
Claire Shim
Posted 13 May 2024
5 out of 5 stars
I've been looking for approval system for our internal financial control. ApproveIt is very user-friendly especially, if your company is using Slack and Xero. I was able to add all of the team members in Slack and they can received the request and process approval via Slack without login in another portal. Integration with Xero is getting better. Also, the ApproveIt team is very responsive to resolve errors and issues by accepting our suggestions and feedbacks. They are quite flexible. I can see more various possibilities to use ApproveIt in HR and others departments.

Additional info

Shared data

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

Functions

Invoicing and jobsBills and expenses

Industries

Construction and tradesAccountingNot for profit

App details

By Approveit
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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6 day free trial available

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.