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 14-day free trial.
So, when you add your client's Organisation, you have 14 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
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 ...
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 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 ...
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 ...
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 ...