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Troubleshooting: the Standard plan can't be selected when trying to start a paid subscription

Updated over 2 months ago

The reason why you can't select a Standard/Advanced plan during a purchase (while the Premium plan is available) is that your Organisation is not connected to the accounting system (Xero or QuickBooks Online).
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To establish a connection between your ApprovalMax Organisation and an accounting system, follow the steps below:
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  1. In the main menu, select your Organisation from the drop-down list

  2. Navigate to Workflow and settings
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  3. Open the Organisation Settings tab
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  4. Look for the appropriate accounting system and the CONNECT button next to it
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  5. Click on CONNECT to initiate the connection process


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