An Account Owner can transfer Organisations that belong to their account.
An Organisation Administrator who is not the owner of the account that contains these Organisations can request the transfer of such Organisations from the Account Owner.
Important note: An Organisation transfer is not the same as the transfer of an account. If you need to transfer the ownership together with the subscription(s), please refer to this article.
This is how an Account Owner initiates a transfer:
On the Billing & Subscriptions page, go to the Organisations tab and click on the Transfer button:
Select one or more Organisations from the same plan/of the same type and click on TRANSFER:
A bulk transfer of Organisations is supported, but all must be of the same plan/type. For example, trial Organisations can be transferred together, or ApprovalMax for Xero Standard NFP Organisations can be transferred together. However, the system does not allow a combined transfer of trial Organisations and Organisations on a subscription. In order to transfer Organisations from different plans/of different types, the Account Owner has to perform two separate transfers.
Please note: Organisations with a transfer status of 'In progress' cannot be transferred.
Enter the email address of the person you want to transfer the Organisations to, and confirm by clicking on TRANSFER ORGANISATIONS:
All information about initiated transfers and their current status is visible under the Transfers tab on the Billing & Subscriptions page:
If you are transferring more than one Organisation, click on the number under “Organisations in transfer” to see the details:
From this page, you can also cancel a transfer if required.
An email notification about the transfer will be sent to both the current Account Owner and the person to whom the Organisations are being transferred:
If the recipient has an account, they can accept or cancel the transfer on their own Billing & Subscriptions page*, under the Transfers tab:
*The Billing & Subscriptions page is only available to users with an account in ApprovalMax (Account Owners). If the recipient doesn't have an account, they will need to follow the link in the email and create one.
Once a transfer has been accepted, the recipient has several options: keep the Organisation as a trial (if a trial Organisation is transferred) or as retired, buy a new subscription or add it to an existing one (which might need to be upgraded):
After that, the Organisation transfer process will be finalised.
Both you and the new Organisation Owner will receive a confirmation email:
For a quick overview, check out the video below: