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Speed up payments with batch payment approvals

Dealing with a large volume of payments? With ApprovalMax, it's easy to create and automate multi-step approval workflows for batch payments and push them to Xero once complete, speeding up AP for more control over your payments and healthy cash flow.

How ApprovalMax batch payment software works

Set up your batch payment workflow

To start, enable batch payments and set up the workflow you want, including who can make requests.

Create a batch payment and submit it for approval

Then, create a batch payment by adding your chosen bills to the batch, selecting the payment date and correct bank account. If available, these details will be auto-filled from the supplier record.

Provide decision-makers with a convenient way to approve

Decision makers can drill down into each invoice within the batch to double check they’re correct. When this is done, the decision-maker can approve the batch in a single click.

Pay bills only after authorisation is complete

When all approvals are completed for the batch payment request, ApprovalMax automatically sends this information to Xero where payment is finalised and uploaded to the banking system.

ApprovalMax Capture has streamlined our accounts payable process. Uploading bills is simple, and the automated data extraction combined with the bill approval workflow saves us hours each week.

Cait Green

General Manager Finance, Cowal Agriculture

Why use ApprovalMax for batch payment approvals

Gain more control over payments

Automate batch payment approvals with ApprovalMax to save time and strengthen your financial controls
Set up detailed workflows based on criteria like amount, supplier, and requestor for better approval processes

Quickly prepare approvals for payments

Use Xero and ApprovalMax together to streamline invoice collection and approval for batch payments
Eliminate messy email chains and ad-hoc calls, leading to faster payments and happier suppliers

creation/pulling of bills for batch payments

Support healthy cash flow

Prioritise certain payments to make sure urgent invoices are paid promptly using automated batch payment approvals
Avoid late fees and streamline communication with suppliers for more efficient payments

Integrate seamlessly with Xero

ApprovalMax’s batch payment approval workflows integrate straight into Xero
Keep decision-makers out of your accounting software while auto-syncing all relevant data

ApprovalMax integrates with some of the world’s best platforms

Unlock the benefits of ApprovalMax with your accounting system of choice and connect to your favourite apps for even more capabilities.

ApprovalMax integration with Xero, Quickbooks and NetSuite

Learn more about accounts payable automation with ApprovalMax

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FAQ

Batch Payment Software

What is Xero batch payment approval?

Instead of paying bills one-by-one, you can prepare a bulk payment for bills with due dates within a close range. Such payments are for large amounts and, therefore, might be subject to additional approval. Xero Batch Payments are created as a combination of Approved and Awaiting Payment bills and submitted as a single request for approval. Once such a request has been approved via ApprovalMax, the respective Xero batch payment file gets created in a connected Xero account against the selected bank account.

How many bills can I add to a batch payment?

You can add up to 200 bills in the Approved or Awaiting Payment status to a batch payment.

Approvers see the budgets relevant to the documents they are approving right in the approval requests.

Is it possible to pay the bills in a batch partially?

Yes, bills can be paid partially by entering the particular amount during batch payment creation.

What kind of approval rules can we use for batch payments?

The approval rules for batch payments are based on amounts, suppliers or requesters and determine which approver the request will be assigned to.

In which currency can I create a Xero batch payment?

Due to Xero restrictions, Xero batch payments are always created in the base currency of the respective organisation. If a bill is in a different currency, it cannot be added to the Xero batch payment.

Speed up payments with batch payment approvals

How ApprovalMax batch payment software works

Set up your batch payment workflow

Create a batch payment and submit it for approval

Provide decision-makers with a convenient way to approve

Pay bills only after authorisation is complete

What our clients say about ApprovalMax

Batch Payment Software

What is Xero batch payment approval?

How many bills can I add to a batch payment?

Is it possible to pay the bills in a batch partially?

What kind of approval rules can we use for batch payments?

In which currency can I create a Xero batch payment?

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