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 and working as expected.
If the client then chooses to keep using ApprovalMax after the free trial, you'll need to add this Organisation
Business account roles
The account owner is a registered person who created an account. They can apply for Partner status, have access to the Partner Portal and Practice staff, invite users and assign their role, send out invitations to certifications, add ...
What is "Practice staff"?
This feature allows the account owner/account manager to add users to a Partner account (i.e. business account with approved Partner status) and gives them certain access to Practice staff members, the subscriptions and Organisations management, and ...
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 ...
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 to add a delivery address in Purchase Orders
Delivery addresses are taken from the Xero Organisation's settings, or can be created from Xero Purchase Orders and synced to ApprovalMax. Here is how to create an additional delivery address: Open the Xero Purchase Order creation form and click on ...