How to manage your trial
What’s included in the 14-day All Features trial
Overview Xero Quickbooks Online How to activate the All Features trial Overview The All Features trial in ApprovalMax allows you to see which features become available across different subscription levels. This 14-day free trial is available for ...
When will an Organisation's Administrator/Account Owner get notified about the All Features trial?
An Organisation’s Administrator is sent the following messages: The trial period of the Advanced and Premium features has started The trial period of the Advanced and Premium features will end in XX days: (10, 5, 1 days) The trial period of the ...
Can I try all Advanced features for one of my Organisations?
The trial period for all features is linked to exactly one Organisation under your subscription (i.e. if your subscription contains 5 Organisations, you can start an All Features trial period only for one of these Organisations and this trial period ...
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 ...
Are there any limitations during the trial period?
To prevent hacker attacks, we had to limit the number of users to 20 per Organisation and the number of Organisations to 20 per account. During the trial period you are also not able to modify the email-text that gets sent out for user invitations. ...
Why do I see a Trial Expired message?
The Trial Expires / Trial Expired message appears to those who created a trial Organisation in ApprovalMax and set up approval workflows for this Organisation, or were added as an Administrator for a trial Organisation created in someone else's ...
What happens when the trial ends?
Every trial version expires after 14 days. When your ApprovalMax trial ends, you’ll no longer be able to create new approval requests, update workflows, or make other changes. Please note: if you already have an ApprovalMax subscription and want to ...
Is it possible to terminate my free trial in the product?
ApprovalMax doesn’t work for your Organisation? We’re sorry to hear that and would appreciate if you could share some feedback with us, so please contact us using the Contact Support button directly in the product: How to terminate a trial: In ...
How can I start a trial?
About the ApprovalMax trial The free 14-day ApprovalMax trial is a fully functional version of the product, only limited by time. When it runs out, you can purchase a subscription and keep all your data from the trial period. For details on starting ...
Popular Articles
Can I view the certification status of employees?
In the Practice Staff section, the Account Owner/Account Manager can only view a user’s certification status and download their certificate if the user has accepted an invitation: If a user has not yet completed certification, you can invite them to ...
ApprovalMax Support Policy
Feel free to contact us during your trial or subscription period; our Customer Support team will be happy to help. When signing up for an ApprovalMax Trial, you’ll get placed on the Other Support service plan. Once you purchase a Standard/Advanced ...
Roles in ApprovalMax
There are three types of roles in ApprovalMax: Account-based, Organisation-based and Workflow-based. Within the same ApprovalMax Organisation, a user can have one account-based or Organisation-based role, and get assigned to several workflow-based ...
Is ApprovalMax integrated with Xero Projects?
Xero Projects is an awesome product by Xero, which enables to keep track of time and costs for each project. Among other features, it allows to easily link Bill line items to specific projects and keep track of project expenses. We'd love to show you ...
How do I set up the "Pulling from Xero" step for Bills?
All Bills in Xero with the status "Submitted for approval" will be picked up by ApprovalMax and put through the designated approval process. When pulling Bills from Xero into ApprovalMax, all Bills will be created in the name of a specific user ...