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ApprovalMax is an approval app that extends Xero with powerful approval automation features for accounts payable and accounts receivable.
Overview

ApprovalMax replaces paper- and email-based approvals with fully automated multi-role and multi-tiered approval workflows, and ensures spend control and regulatory compliance for both internal accounting and financial services outsourcing organisations.

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.
  • 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.
  • Direct integration with Receipt Bank: all invoices and expenses captured by Receipt Bank 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.
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.

Reviews & ratings

4.9
135 Reviews
5 star
(94%)
4 star
(6%)
3 star
(0%)
2 star
(0%)
1 star
(0%)
EM
Edith Martins
Posted

Great multi step approval

Great when you need an audit trail of approvals for sales and purchasing.
GP
Gunit Puri
Posted

Great Approval System

A great approval system, however only issue is that getting recurring POs is something that can't be done. However ease of use and workflow is great.
CW
Charles Widdicombe
Posted

Enhances the financial control for Xero users

This App adds enhanced functionality around Approval processes for Bills and Purchase Orders, allowing us to have more financial control and visibility. Their customer service is very prompt and supportive.
Additional info

Shared data

Xero
ApprovalMax
Accounts
Branding Themes
Contacts
Credit Notes
Currencies
Invoices
Items
Purchase Orders
Tax Rates
Tracking Categories

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 walkthroughIntegration walkthroughsupport@approvalmax.com

Contact

+44 20 3034 3380

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