Without an automated process, credit notes are quietly costing you money
Whether you're issuing or receiving them, credit notes are easy to lose track of. Without an automated approval process, it's impossible to track who authorized a discount or if a supplier refund was actually received, leaving your team to play detective at month-end.
No credit notes move without the right sign-off
Whether you’re receiving a credit from a vendor (AP) or issuing a refund to a customer (AR), ApprovalMax provides a dedicated, multi-step workflow to ensure every change to your bank balance is vetted.
No manual typing. No mismatched codes
Stop manual typing and eliminate errors. ApprovalMax Capture pulls data from AP credit notes automatically, mapping your tracking categories and GL codes correctly every time, so you never have to enter the same data twice.
Built for the Xero ecosystem
Once approved, credit notes sync instantly to Xero as "Authorised," ready for final reconciliation. For both AP and AR.
Works where your finance team already does
Run custom approval workflows right next to your existing accounting workflows. One platform, one login, one place for every business decision.
Trusted by finance teams.
Recognised by partners.
