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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 Dext: all invoices and expenses captured by Dext 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
143 Reviews
5 star
(94%)
4 star
(6%)
3 star
(0%)
2 star
(0%)
1 star
(0%)
CO
Camilo Osorno
Posted

Best add-on you will find

This has been complete game-changer for us. The best piece of software you will probably find for approval workflow management.
GR
Gina Roberts
Posted
Since implementing ApprovalMax into our workflows, we have saved an incredible amount of time and improved accuracy with our data entry. Very easy to use. Highly recommend.
IM
Ian McMillan
Posted

ApprovalMax

Started using hudoc & approvalmax in July, have found the programs easy to use, and more importantly have no gone totally paperless for payments. The invoice & approvals are logged with each payment for easy access for Auditors. Would highly recommend.
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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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.