ApprovalMax (by Aloka Technologies)
ApprovalMax is a cloud-based approval workflow platform that automates bill and purchase order approvals, replacing email chains with structured, auditable multi-step approval processes connected to Xero.
Description
Integrating ApprovalMax with SIMPRO connects powerful approval workflow automation to field service operations, enabling seamless synchronization of bills, purchase orders, and vendor data across both platforms. This integration automates approval routing based on SIMPRO job costs and purchase activities, ensures every expenditure follows the correct multi-step approval process, and provides real-time visibility into pending and approved transactions. By eliminating manual approval chasing and disconnected finance processes, teams gain complete control over spending while maintaining a fully auditable approval trail throughout the entire job and procurement lifecycle.
Features
Sync Data
Approval data synced automatically between ApprovalMax and connected platforms
Custom Approval Rules
Set condition-based approval rules by amount, region, or supplier automatically
Sync Files & Attachments
Supporting documents and files synced seamlessly across every approval workflow
Approval Dashboard
Real-time visibility into pending, approved, and rejected requests at a glance
Sync Bills & Invoices
Bills and invoices pulled from Xero and routed for approval automatically
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