Organisations can be transferred between subscription provided that subscriptions are compatible. Say an organisation that has a Xero connection established can be transferred to a subscription under "ApprovalMax for Xero" and "ApprovalMax Professional" plans, but not to a subscription with "ApprovalMax for QuickBooks Online" plan.
In order to transfer an organisation between subscriptions in your account:
- Being in the ApprovalMax product interface, click "My account" under your initials/logo in the top right corner
- Go to the "Organisation" tab
- Click on the "three dots" menu next to the Organisation you want to transfer
- Select target subscription and confirm the transfer
To transfer an Organisation between Accounts, please contact us on firstname.lastname@example.org