How to manage your trial
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 features of the Advanced plan only for one of the Organisations covered by my subscription?
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 ...
Can I try selected features from the Advanced/Premium plan when I'm on a paid Standard plan?
No, this is not possible. Every All feature gets switched on, we do not provide per-feature trials.
Can I try the features of the Advanced/Premium plan when I'm on a paid Standard plan?
Yes, this is possible. All Administrators of Organisations under a non-Partner subscription that are on a paid Standard plan can access all features for a free 14-day trial period. During your All Features trial, you can also try key add-ons like ...
How to sign up to ApprovalMax (Xero)
Start your free 14-day trial here. Set up your profile and connect your Xero organisation to ApprovalMax.
Single Sign Up (SSU): how to sign up to ApprovalMax with your Xero account
Are you tired of tracking new logins and passwords? Then use your Xero account for signing up to ApprovalMax. This way you'll need to remember only your Xero credentials. To start your ApprovalMax trial account, visit ...
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* and it will not be possible to create new approval requests, modify workflows, etc. after that. *Please note: if you already have an ApprovalMax subscription and want to add a new Organisation under a trial, ...
How can I terminate a trial?
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 ...
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Certification management
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 ...
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 ...
Bill-to-PO Matching: Migration process from old Matching to new Matching
The previous version of Matching functionality will no longer be supported starting from 1 April 2023. This means that all Organisations should migrate to the new data format to continue using the Bill-to-PO Matching feature. If your Organisation’s ...
Roles in ApprovalMax (Xero)
Overview Account-based role Organisation-based roles Workflow-based roles OverviewThere are three types of roles in ApprovalMax: account-based, Organisation-based and workflow-based. Within the same ApprovalMax Organisation, a user can have one ...
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 ...