ApprovalMax

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

In the news

January 4, 2021
By 
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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.

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

Videos

ApprovalMax for Xero Product Demo

How to set up the connection between Receipt Bank and ApprovalMax

Talk with Iridium on spend management and financial controls for the Accounting & Finance Show SA

Best practice webinar for not-for-profits with Grant Thornton NZ

Accounts payable approvals in not-for-profits can be easy

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

Digital Downloads

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com