Xero accounting and finance approvals
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Sales Invoices
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Purchase Orders
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Credit Notes
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Bills
With Approval Donkey and Xero working together you can automate and streamline your approval workflows with just a few clicks. Route requests to one or as many approvers as you require with the ability to add in steps and conditions like tracking codes or amount levels so Xero transactions are approved by who needs too.
Accounting and finance approval workflows for your business.
Streamline and automate your approval, sign-off and decision making processes with a 100% digitally focused solution.
Risk Management
Increase your risk management and compliance activities with our simple yet incredibly effective tool.
Accountability & Transparency
Create robust streamlined workflows for at risk transactions that save time, reduce errors and increase visibility.
No need to access Xero
Approvers can complete requests from any device without logging into any system via auto emailed requests.
Multiple Approvers
Consolidate and manage multiple approvers. All members you add to a Panel receive a personalized invitation.
Automated Notifications
Save loads of time and avoid frustration with automated tracking, reminders and notifications.
Tracking & Audit History
A full audit history can be found against each request including comments, approves, declines etc.
Easy set-up by non techies
1) Set-up your Approval Donkey Panels
2) Add Approvers to each Panel
3) Add approval workflow steps
4) Connect Approval Donkey & Xero to automate these transactions
Whenever any of these transactions are 'Submitted for Approval' in Xero. Approval Donkey automatically pulls them and sends them to your approvers.
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Invoice approvals
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Purchase Orders
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Credit Notes
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Bills
5) Configure rules for Xero transactions to become approval requests
Use Xero fields, conditions, (including +And conditions) and values of your choice to create approval workflows that meet your specific requirements.
6) Customize approval settings
From a Panels Settings page you can customize each Panel to meet your specific requirements including setting Required Response and automated notifications.
(The Panels & Names etc shown are examples only. Its easy to configure as many Panels as you require to whoever you require approvals from.)
See Xero and Approval Donkey working together
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
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It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
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Your bank statements are automatically imported and categorized, letting you see your cashflow in realtime.
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Invite your team and work together on financials. You can collaborate over your up to date numbers.
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Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.