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ApprovalMGR

Client approvals for Xero transactions — clean, simple, audited.

What it does

1. Send
Push a Xero transaction and any supporting documents to your client for approval.
2. Client reviews
Client sees a clean, simple screen — approve or decline. No Xero login needed.
3. Audit report
ApprovalMGR builds a PDF audit report of what happened during the approval process.
4. Xero updated
On approve: PDF is attached and the transaction is approved in Xero. On decline: it's moved back to draft with the client's comment for admin to fix.

One subscription covers one Xero organisation.

NZ$50.00/ Xero organisation / month + GST

Bulk discounts are automatically applied per billing account: 10+ organisations get 5% off, 20+ get 10% off.

How does ApprovalMGR connect to Xero?: You authorise ApprovalMGR against your Xero organisation using Xero's standard OAuth flow. One subscription covers one Xero organisation.
What does the client see?: Clients get a clean, simple approval screen showing the transaction summary and any attached documents. They approve or decline — no Xero login required.
What happens when a client approves?: ApprovalMGR generates a PDF audit report of the approval process, attaches it to the Xero transaction, and marks the transaction as approved in Xero.
What happens when a client declines?: The transaction moves from 'Awaiting Approval' back to draft in Xero. The client's decline comment is added as a note so your admin team can fix and resubmit.
Do I need one subscription per Xero organisation?: Yes — one subscription covers one Xero organisation. Bulk discounts apply automatically: 10+ organisations get 5% off, 20+ get 10% off.