One process for credits in, credits out
Supplier credits or customer refunds, each get their own multi-step workflow. Adjustments are approved before they reach your ledger.
Why approve credit notes in ApprovalMax?
Money you’re owed actually comes back
Supplier credits get captured, approved, and applied before they expire or go missing. That's real money recovered, not written off.
More time on decisions, not detective work
No more month-end hunts for who authorised a discount or whether a refund arrived.
Audit-ready by default, not by scramble
Every credit note approval is on the record automatically. When the auditor asks, the answer already exists
How ApprovalMax handles credit note approvals
No retyping, no mismatched codes
ApprovalMax Capture reads AP credit notes automatically, mapping categories and GL codes so nobody enters the data twice.
Credits sync to Xero, ready to reconcile
Once approved, credit notes sync to Xero as Authorised, pre-coded and ready to match. No hunting, no guesswork, no delays.
Sign-off that follows your policy
Route credit notes by amount, contact, or category through as many approval steps as your policy requires. Approvers sign off without a Xero licence.
Integrate with your Xero account
ApprovalMax connects to your Xero organisation and handles credit notes on both sides of the ledger.
The accuracy and visibility have increased. We’re not missing invoices or double-entering them – that’s the biggest change. It’s all there in ApprovalMax.
Alex Andreou
Finance and Operations Manager, KeepCup
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