Phoenix - Your AI AssistantSet up 1 ApprovalMax bill approval workflow for your Xero
Delivery in
5 days
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What you get with this Offer
Stop chasing approvals by email. I'll configure ApprovalMax so your Xero bills route to the right approver automatically, with a full audit trail.
What's included:
- Connecting ApprovalMax to your Xero organisation
- Designing approval rules by amount, supplier, tracking category or department
- Setting up approvers, delegates and escalation
- Testing the workflows with live examples
- A one-page guide for your team
Ideal for growing businesses and charities that want tighter purchase-to-pay controls without slowing things down.
Xero certified · experienced in finance systems automation
What's included:
- Connecting ApprovalMax to your Xero organisation
- Designing approval rules by amount, supplier, tracking category or department
- Setting up approvers, delegates and escalation
- Testing the workflows with live examples
- A one-page guide for your team
Ideal for growing businesses and charities that want tighter purchase-to-pay controls without slowing things down.
Xero certified · experienced in finance systems automation
What the Freelancer needs to start the work
An active ApprovalMax subscription, admin access to Xero, and your approval limits (who approves what, and up to what amount).