Payment Approvals for AP invoices
If ApprovalMax could pull in all unpaid bills from Xero and allow managers to approve them for payment. and a report could be printed to show what has been approved for AP clerks when paying bills.
Thanks for your suggestion!
We are now researching how Payment Approval can be addresses by ApprovalMax.
You ideas and comments are much appreciated.
Any update on this process on how it's going?
Be great to know as we are looking for the same process to follow, we are trying to be paperless free.
This would save me a lot of time. Our CEO wants to add the payment batch approval process into ApprovalMax as well, so this would save us time and allow us to be more compliant.
- Batch the approval requests by the Planned Date set already in Xero.
- Include links to the ApprovalMax Bill approval (so that the manager can check who approved the Bill if needed)
- If the Bill was not approved in ApprovalMax (ie if the Bill was approved directly in Xero), then just have link to Xero