Purchase Order Creation from Within ApprovalMax.
In short, requesters can now create POs directly in ApprovalMax without needing to access Xero, and they will be kept in the loop about the POs approval progress.
ApprovalMax integrates with cloud accounting software such as Xero and QuickBooks Online and enables multi-step approvals for Purchase Orders, Bills, Sales Invoices, and other accounting documents.
It is exceptionally easy to set up and use: approval configuration can be done with a few clicks and requires no technical expertise.
As soon as the approval flow is configured, access to approval requests and all the related data is provided in the user's preferred way - via email, on mobile devices or in a web app.
Excellent user experience for Approvers: all data for decision-making is provided in the web or mobile app
Multi-step approval for accounting documents
Approval Matrix: conditional routing of accounting documents
ApprovalMax adds multi-step approvals to accounting workflows and enables Approvers to work outside of the accounting software.
ApprovalMax adds multi-step approval workflows to standard Xero items such as Bills, Purchase Orders, Sales Invoices, etc.
When a Bill/PO/Sales Invoice is created and submitted for approval, it triggers the approval process in ApprovalMax in order to get authorized by the designated managers.
ApprovalMax enables the creation of Purchase Orders without logging into QuickBooks. It restricts Purchase Orders in terms of suppliers, inventory items and tracking categories.
A custom workflow and an approval matrix can be built by business users with no need for any technical expertise.
And there is more:
ApprovalMax can also be used beyond accounting workflows for the approval of legal contracts, CapEx, expenses and reimbursements, sales quotes and proposals.
Finance managers can visually set up workflows and the approval matrix in a web browser.
Approvers receive approval requests in the app or as an email notification - on both web-based and native iPhone or Android platforms.
No more Approver chasing via email or call. 100% accuracy of the approval flow. Full details within each approval request available on the go.
More transactions performed. Less time spent on clarifications. Approval, authorization and validation made fast and easy.
Guardrails for Requesters in PO creation. Automatic matching of Bills with the corresponding POs. Reminder, email and push notifications to avoid delays.
Multi-step and role-based approvals. Each approval is audit-ready and provided with a complete approval history including all Approvers' comments.
ApprovalMax provides exactly what we need. Since Xero does not have a very good approval process in place, ApprovalMax takes care of this really well. You can set it up in 5 minutes and the integration works a treat. No more bugging Approvers to have them log into Xero and sort out approvals!â€READ FULL STORY
We use ApprovalMax because we needed to ensure we had an easy and audit friendly method to track approvals that connected with Xero. This enabled us to not require everyone to have a Xero account because they can have just an ApprovalMax access. The process of setting up was easy and enabled us to set up the approval flow in minutes!
ApprovalMax is a powerful approval management tool and another great tool for our online-accounting toolbox. ApprovalMax allows us to offer a ready-to-use seamless control system for our larger cloud based (Xero) clients who are looking to get a handle on their workflow, whether it be sales invoice approvals, vendor bill approvals or other. I would certainly recommend ApprovalMax!