Granting everyone access to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need access to the general ledger and only ever see information relevant to the documents that require their approval.
Flexible approval workflows recreate your delegation of authority policy
The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax.
Automatically generated audit reports
You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode so that they can easily view and analyse your approval process.
Eliminating paper and manual approvals
ApprovalMax is the key app for enabling truly paperless accounting: no need to print out invoices to have them signed off, or send them by email and chase approvers afterwards. We save you that effort by automating the entire authorisation process.
12 ways approval automation improves your experience with Xero
AM is one of the best apps on the Xero marketplace and fills functionality that Xero never got around to.
Saves copious amounts of emails back and forth to approve invoices through a simple workflow and attaches the audit trail to the invoice in Xero.
Simple but very effective!
Exactly what we needed
Our approvers are really impressed with the speed of approval etc. we have a very complex requisitioner and approver scheme of delegation but it still works very well. it would be great if anything you attach (email, quotes etc) were carried through to the Xero system, thanks very much.
Approval Max has automated our approvals and saved us so much time, money and stress. It is an absolutely vital Xero add-on for companies with multiple people involved in purchasing, ensuring seamless approvals with full audit trail. Straight-forward to set up and administrate, intuitive and accessible for our non-finance employees involved in the buying process, and really well designed with the end user in mind. A fantastic product, we wouldn't be without it.
Easy, smart, quick, integrated, seemless. Everything you need from an accounting system. I use if for my personal structures and for all our businesses which operations globally. 5 stars!
Fantastic time saver and better accuracy
This is the second org I have implemented ApprovalMax, the team love it. Approvals via slow email trails and chase ups are a thing of the past. Coding issues get spotted by approves and payments are being paid faster.
Fantastic product to simplify financials approvals
We implemented ApprovalMax in two large clients. The structure of approvals was very easy to implement, including some complex mapping which was handled with ease in ApprovalMax. The clients are both very happy and are trusting their financials even more with ApprovalMax in place.
Overall Approval Max saves time and money for those involved in processing and paying the bills! It has given our Heads of Department and our EO a tool that enables them to approve at a push of a button from anywhere. The Audit trail and checking ability for the Auditor is quick and effective.
ApprovalMax provides the following: 1) Approve anywhere, everywhere 2) Suits matrix organization well 3) Audit Trial 4) Segregation of duties.
Xero is easy-to-use online accounting software 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 device. Invite your team and work together on finance matters; collaborate on the basis of always up-to-date figures. Your bank statements are automatically imported and categorised, letting you see your cash flow in real time. Xero takes care of all you need to run your business - including invoicing, paying bills, sales tax returns, reporting and much more.