Billing & Subscription
Troubleshooting: Why can I not select a Standard plan while trying to start a paid subscription?
The reason you can't select a Standard plan during a purchase (while Premium plans are available) is that your Organisation is not connected to the accounting system (Xero or QuickBooks Online). So, do open the Organisation page and connect your ...
The NFP application process
ApprovalMax offers a 20% discount to eligible not-for-profit organisations like churches, charities, schools, sports associations and others. To request the NFP status for your ApprovalMax Organisation, log into your ApprovalMax account and click on ...
Do I have to purchase a subscription when I want to add a new client?
You can add another client even without buying a subscription right away because you have a 30-day free trial. So, when you add your client's Organisation, you have 30 days to work on the workflows, and make sure that everything is set up correctly ...
Video: How to manage Billing & Subscriptions
ApprovalMax product walk-through: how to manage Billing & Subscriptions https://www.youtube.com/watch?v=BEB64CuIGbc
How can I start a paid subscription?
If you are using a free ApprovalMax trial and want to continue working with your ApprovalMax Organisation, you need to start a paid subscription. This is how you start a paid subscription: To start a paid subscription, please click on "MANAGE" in the ...
How can I offboard an Organisation?
Organisation retirement As time goes by, it might be required to offboard particular Organisations while keeping others live in ApprovalMax. For this purpose, ApprovalMax allows the retirement of Organisations. A retired Organisation will be moved ...
How to downgrade a subscription?
This is how you can reduce the number of allowed Organisations in a particular subscription: Go to the Subscriptions tab in "Billing & Subscriptions". Click on the "three dots" menu to the right of that subscription. Click on "Request a downgrade".
How can I cancel my subscription?
In order to cancel a subscription, please contact sales@approvalmax.com. Please note: all Organisations under a cancelled subscription will be automatically retired. If you want to cancel a subscription only for some of your Organisations under that ...
How can I transfer my account?
A transfer of your account might be required in the following cases: An employee is leaving your organisation and wants someone else to take over. Your organisation is changing its domain name and, therefore, sets up new email addresses for all ...
How can I transfer an Organisation to another subscription?
Organisations can be moved between subscriptions as long as the subscriptions are compatible. This means, for example, that an Organisation with stand-alone workflows can only be transferred to a subscription under a "Premium Edition" plan but not to ...
How can I onboard a new Organisation?
First, create a new Organisation: Navigate to the main menu in the upper left-hand corner and click on "+ Add an Organisation": Or, alternatively, if you have an account, click on your Avatar icon in the top right-hand corner and then on "Billing & ...
How can I change the payment method?
Your payment method needs to be updated if there is a problem with the current one or, for example, if your credit card details have been changed. This is how you change the payment method: In the ApprovalMax product interface, click on "Billing & ...
How can I change a billing address?
Billing details don’t have to be the same as the account owner’s details, and can be different for each ApprovalMax subscription. This is how you change a billing address: In the ApprovalMax product interface, click on "Billing & Subscriptions" under ...
Can I have multiple subscriptions?
It's possible to have any number of subscriptions under the same ApprovalMax account. Each subscription is independent in terms of: Number of Organisations Billing cycle and related invoices Payment method ApprovalMax plan and other details ...
Will I be charged GST / VAT / Consumption Tax?
ApprovalMax utilizes a 3rd party service for the subscription billing. Our service provider 2Checkout (https://www.2checkout.com/) is an authorised reseller of ApprovalMax subscriptions. Being the Merchant of Record, 2Checkout follows all laws and ...
Can I pay yearly/monthly?
You can pay for your ApprovalMax subscription either annually or monthly. Paying annually saves 17% compared to 12 monthly payments. Just make sure to select the "Annual" billing cycle when buying a new subscription and the discount will be applied ...
What payment methods are available?
We offer the following payment methods for purchasing a subscription via our trusted reseller 2Checkout: Visa MasterCard Discover American Express Diners JCB PIN debit cards with the Visa or MasterCard logo Debit cards with the Visa or MasterCard ...
Are there volume discounts available?
Yes, we do offer volume-based discounts which is good news for multi-entity organisations implementing ApprovalMax. Since ApprovalMax is licensed on a per-Organisation basis (for details please refer to How ApprovalMax is licensed), the volume ...
Which subscription plan is the right one for me?
The right option depends on your needs. If you want to use only the pre-defined workflows that are integrating with Xero or QuickBooks Online, then the "Standard Edition" plan is right for you. If you also want to work with other workflows, such as ...
How is ApprovalMax licensed?
ApprovalMax is licensed per Organisation for any number of users, requests, and workflows. If you want to use ApprovalMax in connection with your accounting software, please note that each ApprovalMax Organisation corresponds to one particular ...
Popular Articles
Roles in ApprovalMax
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...
Budget management
We are currently working on a feature to allow checking Bills and Purchase Orders against the budgets that can be pulled from Xero. The Beta version is already available, so please contact us if you’d be interested in giving it a try. Once the ...
Support Policy
Within the trial or subscription period feel free to contact us and our Customer Support team will be happy to help you. When signing up for an ApprovalMax subscription, you automatically get access to our Standard Support service. Approved Partner ...
Can I approve QuickBooks Online Bills?
Yes. You can now create bills in ApprovalMax, route them through a multi-step approval workflow and then push them to QuickBooks Online on approval completion.
Security - most frequently asked questions
Below, you'll find the answers to the most frequently asked security-related questions: ApprovalMax is GDPR compliant ApprovalMax supports Xero SSO, QuickBooks Online SSO, Google SSO ApprovalMax supports Xero OAuth 2.0 ApprovalMax supports QuickBooks ...