I appreciate ApprovalMax for its clear process and user-friendly interface. It makes accessing documents and history easy and straightforward. I like that I can jump directly into the bill in Xero, which is very convenient. I also value the variety of reports available, and the ability to save customized reports for easy access to the information I need. Review collected by and hosted on G2.com.
Sometimes reassigning an approval can be a bit tricky depending on the workflow matrix. For some reason, sometimes the person you want to reassign to is not available in the dropdown list. It takes a bit of work to get the workflow right, but once it is up and running, it is worth the effort. It would be good to have a supplied guide for our clients to complete to assist them in deciding how to best choose criteria. Review collected by and hosted on G2.com.
Thank you for the fantastic 5-star review, Mandy! We’re so pleased to hear that ApprovalMax is adding real value to your Xero workflow and helping you with report easily on what's going on.
We also really appreciate your honest feedback regarding the workflow matrix and reassigning approvals. We know that getting the initial logic perfect can take some fine-tuning, and your idea for a client decision guide is a brilliant suggestion.
If you ever run into that dropdown list issue again, please don't hesitate to reach out to our support team - we’d love to take a closer look and make sure everything is syncing exactly as it should.
Thanks for being a part of the ApprovalMax community!

