ApprovalMax provides approval workflow automation for cloud accounting platforms such as Xero and QuickBooks Online. It replaces paper- and email-based approval processes with multi-step and multi-role automated approval workflows that enable automated notifications to approvers, automated audit trails and mobile approvals.
Approval workflows include:
Invoice approvals / bill review and bill approval
Purchase order approval, including the functionality to create purchase orders
Sales invoice approval and much more
Accounting and advisory practices of all sizes rely on ApprovalMax to ensure full regulatory compliance, simplify audits and facilitate client collaboration.
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12 ways approval automation improves your experience with Xero
Learn from our new ebook how to safeguard your Xero data, establish spend control, ensure proper reporting and save time with ApprovalMax. Xero is a perfect online accounting software trusted worldwide by millions of small businesses, accountants and bookkeepers. But when tighter controls are required, especially with regard to the approval process, Xero cannot cover all business needs.
Approval automation for Xero and QuickBooks Online
Learn more about ApprovalMax: a tool that extends the online accounting platforms Xero and QuickBooks Online with approval-driven financial controls.
Approval Max: two-factor authentication is now available
Two factor authentication is now available for all users!
ApprovalMax bill review and approval for QuickBooks Online
How it works and the App Advisory Plus view on the integration.
ApprovalMax introduces a new Advanced plan for establishing a higher level of control
The new ApprovalMax Advanced plan has additional features to improve the processes for spend control and supplier vetting as well as help AP and AR approvers do their work more efficiently. ApprovalMax – the award-winning approval automation app for Xero and QuickBooks Online – introduces a new plan for organisations that require a higher level of control and have special policies for budget control and supplier vetting in place.
ApprovalMax Onboarding, Training & Support
We asked ApprovalMax about their onboarding, training & support.
ApprovalMax release Receipt Bank integration
ApprovalMax have released a direct integration to Receipt Bank, with approval workflow benefits for both QuickBooks and Xero customers.
Enhancing Spend Control: Best practices on selecting industry specific App Stacks
New Features from ApprovalMax
New features from ApprovalMax including: updated navigation, line item level reports, scheduled summary emails to approvers, and more (May 2021)
Using Zapier to notify invoice creators once an invoice is approved in ApprovalMax
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