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 + 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.
Getting started
Click "Get This App" button above to sign up to Approveit via XERO.
After you’re finished with our short onboarding, you’re ready to create your first approval workflow right away. Click here (https://approveit.today/blog/creating-workflow-guide/) to see the detailed guide on creating a workflow. While creating your first workflow you can choose our XERO Purchase Order Approval template to make your approval request form repeat the XERO purchase order template.
To automate transferring your purchase orders to XERO upon approval, connect Approveit to your XERO account in your Approveit account settings. Here is the guide (https://www.youtube.com/playlist?list=PLoRo7GMku8MGYDvnjTyv6i2XD6tDdPYa_) on how to do that.
In case you have any questions or difficulties, just drop us a line! Our support team will be happy to assist you.
