ApprovalMax

There’s no need for employees to access the accounting system – they can raise purchase orders on-the-go, via the app or via the web. Guardrails are provided for purchase order creation. Plus, set-up notifications so that designated approvers are immediately notified of pending requests.

ApprovalMax automatically pulls all bills in the “awaiting approval” status from Xero and directs them according to the predefined approval workflow based on set criteria (e.g. Supplier, Amount, GL code, etc).

Define who will be authorised to complete a particular action through the set-up of complex workflows. This will ensure that approval decisions are performed by managers with the appropriate authorisation level, and that you are in full accordance with corporate and regulatory requirements.

ApprovalMax enables you to validate and approve sales invoices to make sure they are issued correctly. This improves accuracy and minimises the time spent on reworking sales invoices.

Default and custom reports can be generated to provide the approval activity history in audit-ready form. You can also track all approval activities performed outside of the predefined workflow.

A whole range of capabilities are available to support authorisation exceptions, including the ability to reject an approval request as well as revoke, delegate, or force the approval decision.