How does ApprovalMax work with Xero?
ApprovalMax enables multi-step approval workflows for Xero Bills. This is how it works: Bills are created and submitted for approval in Xero, ApprovalMax or Receipt Bank. ... When all approvals are in place, the Bill status is changed to “Authorised” in Xero and the Bill is moved to the “Awaiting payment” list.
Which approval workflows can ApprovalMax cover?
ApprovalMax provides multi-level and multi-role approval workflows for purchase orders, bills, sales invoices and credit notes in Xero.
What does ApprovalMax do?
ApprovalMax is a cloud-based approval workflow solution for finance and accounting. It extends online accounting platforms with approval-driven financial controls for AP and AR. ApprovalMax replaces paper- and email-based approval routing with fully automated approval workflows.
How do I set up ApprovalMax?
How can I set up approval steps?
- In the main menu in the left upper corner select your Organisation and open "Approval workflows" page under "Workflows and settings" section. If disconnected, connect to your Xero organisation.
- Select one of the predefined workflows, or design a new one.