ApprovalMax enables multi-step approval workflows for Xero Account Receivable Credit Notes (AR Credit Notes).
This is how it works:
AR Credit Notes are created and submitted for approval in Xero, or created directly in ApprovalMax (beta).
ApprovalMax pulls these AR 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 AR Credit Note status is changed to Authorised in Xero and the AR Credit Note is moved to the Approved list.
Learn how to set up approval workflows for Xero Account Receivable Credit Notes.