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Approveit

By Approveit
5 out of 5 stars
Approve and create invoices, bills and purchase orders right from Slack or Microsoft Teams. Build your spend approval workflow in five minutes to make your expense management process seamless and transparent
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
1 year
June 2022
Key functions
Invoicing and jobs
Bills and expenses

Overview

Approveit will make your bill and purchase order management easier

With Approveit, any member of your team can raise a purchase order or create a bill without having to access your Xero account.

Approveit integrates with Slack and Microsoft Teams making it simple to submit, review and approve new bills and purchase orders right in your messenger.

New invoices, bills and POs created in Approveit get approved and then synced with Xero automatically - only fully approved bills and purchase orders will appear in Xero.

Your vendors list, items and categories will sync with Xero - no need to enter all that manually!

With Approveit you can:

  • Automate the approval process. With conditional logic and multi-step flow, it will always be in compliance with your internal policies.
  • Eliminate manual transfer of POs, invoices and bills to XERO
  • Make compliance and EOTY audits a breeze with downloadable reports
  • Track spending and allocate budgets

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! It’s extremely easy, you don’t need any coding skills or anything like that.

Direct integration with XERO will let you: Use the Purchase Order approval template that is identical to the one in XERO Have filling options dropdowns in the approval request input fields “supplier”, “product”, “category”, “tax rate” pulled in from your XERO account Automatically create a new Purchase Orders in XERO upon approval of the request

There is a detailed guide on how to set it all up.

Approveit integrates not only with XERO but with over 3000 apps!

Through API with any system of your choice

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

Functions

Invoicing and jobsBills and expenses

Industries

Property and realtyAccountingManufacturing

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

Follow

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Get started with Approveit

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.