Introducing the New ‘Supplier Creation’ Capability
ApprovalMax now supports creation of a new supplier from directly within the platform, before being processed in Xero, and added to the Xero suppliers list.
ApprovalMax empowers Xero with multi-step approvals for Purchase Orders, Bills, Sales Invoices and Credit Notes. Approval configuration can be done by business users with just a few clicks. Approval requests are made available to managers in their preferred way - by email, web-based or in a native mobile app.
Approvers are taken out of the accounting software. Granular authorisation roles are supported. Better security is provided.
More transactions are performed. Less time is spent on clarifications. Reminder, email, and push notifications help avoid delays.
Guardrails for Requesters during Purchase Order creation are in place. Bills are matched with the corresponding POs. Reporting on the approval progress is generated.
Flexible approval workflows configured with the authorisation matrix ensure compliance with all internal or external regulations.
Interview with Konstantin Bredyuk, CEO and co-founder of ApprovalMax
Xerocon South 2016
Employees can raise Purchase Orders without having to access the accounting system. Guardrails are provided for PO creation.
It is enforced that each Bill is reviewed and approved in accordance with the company's policies. Approvers receive all the related information, either in the Bill fields or as attachments. There's no need to access Xero for Bill approval.
ApprovalMax ensures that Sales Invoices are provided in full correctness and detail as agreed with the customer. Sales Invoices can be validated and authorized outside of Xero.
End-to-end purchasing solution: from Purchase Order creation, PO approval and its submission to the supplier to matching each Bill with the corresponding PO and Bill authorization.
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.
Xero is easy to use online accounting software that's designed specifically for small businesses.
It's all online, so you can work when and where you want. Just log in on your PC, Mac or mobile decive.
Invite your team and work together on finance matters; collaborate on the basis of up-to-date figures.
Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
Xero takes care of all you need to run your business — including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free
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!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!