ApprovalMax enables multi-step approval workflows for Xero Account Payable Credit Notes (AP Credit Notes). It is a separate Accounts Payable workflow, which you need to set up and activate in order to use Xero AP Credit Notes.
Learn how to set up approval workflows for Xero Account Payable Credit Notes.
This is how it works:
AP Credit Notes can be created and submitted for approval in Xero, uploaded via the ApprovalMax Capture add-on, or created directly in ApprovalMax
ApprovalMax pulls these AP Credit Notes including all relevant details and starts the multi-step approval workflow as predefined for them in ApprovalMax
The respective managers get notified that their approval is required, and make their decision
When all approvals are in place, the AP Credit Note status changes to Authorised in Xero and the AP Credit Note is moved to the Approved list