ApprovalMax is also the right solution for the authorisation of Xero credit notes. It pulls all credit notes that were created in Xero and have the “Awaiting Approval” status to route them through the predefined approval workflow.
Transparent approval process that’salways on the surface
Single point of truth for the reviewand authorisation of credit notes
Proper authorisation levels in a fully automatedapproval process
Ensured accountability, compliancewith internal controls and complete audit trails
Maximize your impact and see how much you can save by automating your approval workflows and streamlining your finance function.
Credit notes are first created and submitted for approval in Xero, then ApprovalMax pulls all with the "Awaiting Approval" status and starts the multi-step approval workflow specified for them.
Next, approvers review the credit notes and either approve or reject them. They can leave a comment (optional), request changes to be made and, in case of rejection, give a reason for their decision.
When all approvals are in place, the credit note status changes to “Authorised” in Xero.
You’re just a few steps away from using automated workflows that will save time for the whole team!